We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
701
S&CO Inc
Massachusetts
$516K -$85.7K -1,812 -10%
ACWM
702
Adams Chetwood Wealth Management
North Carolina
$516K +$673K +14,239 New
MMHP
703
Murphy Middleton Hinkle & Parker
Georgia
$514K -$7.8K -165 -1%
CFA
704
Camarda Financial Advisors
Florida
$513K +$787K +16,650 New
MRCM
705
M&R Capital Management
New Jersey
$510K – – –
IWM
706
IHT Wealth Management
Illinois
$508K -$128K -2,706 -14%
AFAS
707
Acorn Financial Advisory Services
Virginia
$506K -$18.1K -383 -2%
VC
708
Veracity Capital
Georgia
$504K -$38.9K -823 -5%
JG
709
Jefferies Group
New York
$501K -$495K -10,469 -39%
BDS
710
Banco de Sabadell
Florida
$498K -$203K -4,296 -21%
JCM
711
Jacobi Capital Management
Pennsylvania
$493K +$43.2K +913 +6%
IC
712
Inscription Capital
Texas
$491K -$421K -8,902 -36%
AAM
713
Augustine Asset Management
Florida
$491K +$73.2K +1,548 +11%
BOTW
714
Bank of the West
California
$488K -$299K -6,332 -29%
DAM
715
Doheny Asset Management
California
$483K – – –
EMG
716
Ellington Management Group
Connecticut
$481K +$738K +15,600 New
WIA
717
Wealthstreet Investment Advisors
Texas
$479K -$2.6K -55 -0.4%
CC
718
Centiva Capital
New York
$478K +$733K +15,502 New
BWM
719
BCS Wealth Management
Tennessee
$476K -$946 -20 -0.1%
LOAME
720
Lombard Odier Asset Management (Europe)
United Kingdom
$476K – – –
EWM
721
Evercore Wealth Management
New York
$471K -$97.8K -2,068 -12%
BJL
722
Brighton Jones LLC
Washington
$471K +$271K +5,737 +60%
MC
723
Moors & Cabot
Massachusetts
$467K -$2.3M -48,685 -76%
BWL
724
Bogart Wealth LLC
Virginia
$467K +$99.9K +2,113 +16%
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$465K +$48.3K +1,022 +7%
27 28
29
30 31