We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
601
Investors Asset Management of Georgia
Georgia
$341K +$410 +11 +0.1%
PBO
602
Peoples Bank (Ohio)
Ohio
$340K +$336K +9,011 New
QAM
603
Quantres Asset Management
Cayman Islands
$339K +$335K +9,000 New
SFG
604
SevenBridge Financial Group
Pennsylvania
$338K -$97.1K -2,607 -23%
FMBTD
605
First Midwest Bank Trust Division
Illinois
$338K – – –
HWA
606
Heritage Wealth Advisors
Virginia
$335K -$113K -3,039 -25%
BW
607
Bison Wealth
Georgia
$332K -$824K -22,135 -72%
FA
608
FCG Advisors
New Jersey
$331K +$6.71K +180 +2%
LNC
609
Lincoln National Corp
Pennsylvania
$328K -$10.6K -284 -3%
S
610
SignatureFD
Georgia
$328K +$219K +5,882 +209%
JFA
611
JNBA Financial Advisors
Minnesota
$328K +$324K +8,692 New
HIM
612
Hermes Investment Management
United Kingdom
$324K – – –
SFM
613
Signature Financial Management
Virginia
$322K -$25.2K -676 -7%
CCMD
614
Cypress Capital Management (Delaware)
Delaware
$318K +$314K +8,420 New
SCM
615
Shelton Capital Management
Colorado
$314K – – –
CCP
616
Corient Capital Partners
California
$312K +$308K +8,278 New
UR
617
USCA RIA
Texas
$309K -$724K -19,438 -70%
RB
618
Rodgers Brothers
Pennsylvania
$306K +$3.95K +106 +1%
GF
619
Gabelli Funds
New York
$302K – – –
PP
620
Patten & Patten
Tennessee
$301K -$2.53K -68 -0.8%
BWA
621
Burt Wealth Advisors
Maryland
$299K -$37 -1 -0%
AA
622
AlphaMark Advisors
Kentucky
$298K – – –
GVT
623
Genesee Valley Trust
New York
$289K -$298 -8 -0.1%
DI
624
Diligent Investors
California
$288K -$3.73K -100 -1%
AI
625
Atria Investments
North Carolina
$288K +$1.64K +44 +0.6%
23 24
25
26 27