We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
626
B. Riley Wealth Advisors
Florida
$706K +$52.5K +1,060 +9%
JCM
627
Jacobi Capital Management
Pennsylvania
$702K -$31.3K -632 -5%
CM
628
Cornerstone Management
Georgia
$697K -$11.2K -225 -2%
CIA
629
Capital Investment Advisors
Georgia
$691K -$88K -1,776 -12%
SHGA
630
Sand Hill Global Advisors
California
$690K +$640K +12,924 New
LCM
631
Leisure Capital Management
California
$684K +$9.91K +200 +2%
BWL
632
Bogart Wealth LLC
Virginia
$670K +$36.7K +740 +6%
SP
633
Symmetry Partners
Connecticut
$666K – – –
MWM
634
Meridian Wealth Management
Kentucky
$665K – – –
S
635
Seeyond
France
$660K -$104K -2,089 -14%
FTIOP
636
Fiduciary Trust International of Pennsylvania
Pennsylvania
$647K – – –
First Manhattan
637
First Manhattan
New York
$644K +$101K +2,046 +20%
VIA
638
Vident Investment Advisory
Georgia
$640K +$15K +303 +3%
MWA
639
Meridian Wealth Advisors
Texas
$640K +$43.1K +870 +8%
AAS
640
Avantax Advisory Services
Texas
$639K -$124K -2,506 -17%
PIA
641
Piedmont Investment Advisors
North Carolina
$634K +$25.8K +521 +5%
RCA
642
Ranch Capital Advisors
Florida
$634K +$588K +11,873 New
IRF
643
IBM Retirement Fund
New York
$627K -$6.59K -133 -1%
WIS
644
Wright Investors Service
Connecticut
$625K +$581K +11,717 New
DDC
645
DF Dent & Co
Maryland
$624K – – –
CC
646
ClearArc Capital
Ohio
$616K +$6.09K +123 +1%
FFG
647
Fortem Financial Group
California
$616K +$572K +11,549 New
TF
648
TLWM Financial
Texas
$609K -$20.4K -412 -3%
MFG
649
Monte Financial Group
Connecticut
$607K +$49.1K +991 +10%
PL
650
Parthenon LLC
Kentucky
$604K – – –