We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
676
OneDigital Investment Advisors
Kansas
$812K -$2.95K -95 -0.4%
WCBA
677
Weaver C. Barksdale & Associates
Tennessee
$810K -$52.9K -1,702 -6%
SSWM
678
Smith Salley Wealth Management
North Carolina
$792K -$2.82M -90,804 -78%
XT
679
XTX Topco
Cayman Islands
$791K +$810K +26,069 New
LWAM
680
Legacy Wealth Asset Management
Minnesota
$791K +$479K +15,438 +145%
CG
681
Colony Group
Massachusetts
$790K +$103K +3,305 +15%
RC
682
RBF Capital
California
$786K – – –
VLC
683
Van Leeuwen & Company
New Jersey
$782K +$1.24K +40 +0.2%
LTAS
684
Linden Thomas Advisory Services
North Carolina
$779K +$22.2K +715 +3%
SC
685
Savant Capital
Illinois
$774K +$73.4K +2,363 +10%
FHA
686
First Horizon Advisors
Tennessee
$772K -$14K -451 -2%
NB
687
Nicolet Bankshares
Wisconsin
$766K +$456K +14,695 +66%
RPC
688
Rossmore Private Capital
Connecticut
$765K -$45.6K -1,467 -5%
HPC
689
HM Payson & Co
Maine
$759K -$63K -2,028 -8%
SAMT
690
Select Asset Management & Trust
Pennsylvania
$758K +$89.3K +2,875 +13%
PMG
691
ProVise Management Group
Florida
$747K +$184K +5,928 +32%
BW
692
Bison Wealth
Georgia
$737K +$32.3K +1,040 +4%
SSWM
693
Sheets Smith Wealth Management
North Carolina
$737K -$5K -161 -0.7%
SBIA
694
Sheaff Brock Investment Advisors
Indiana
$732K -$6.21K -200 -0.8%
VV
695
Verity & Verity
South Carolina
$731K -$10.4M -334,973 -93%
AF
696
Allworth Financial
California
$729K +$86.1K +2,771 +13%
IF
697
Intrua Financial
Texas
$724K +$177K +5,696 +31%
MCM
698
Monument Capital Management
Virginia
$717K +$839 +27 +0.1%
SFP
699
Shepherd Financial Partners
Massachusetts
$715K +$75.7K +2,438 +12%
AMIM
700
Aull & Monroe Investment Management
Alabama
$712K -$12.8K -411 -2%
26 27
28
29 30