We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
726
Cypress Capital Group
Florida
$533K +$44.6K +1,239 +10%
RMC
727
Resources Management Corp
Connecticut
$531K – – –
PP
728
Prudential plc
United Kingdom
$526K – – –
IMOV
729
Investment Management of Virginia
Virginia
$522K -$7.2K -200 -1%
OAM
730
Optimal Asset Management
California
$519K -$353K -9,800 -41%
SCA
731
Snowden Capital Advisors
New York
$513K -$15.5K -431 -3%
SFP
732
Shepherd Financial Partners
Massachusetts
$510K -$23.3K -647 -5%
WAAG
733
Wealth Alliance Advisory Group
Kansas
$509K – – –
IRAG
734
Investment Research & Advisory Group
Georgia
$509K +$339K +9,406 +224%
SWM
735
Selective Wealth Management
Virginia
$506K +$352K +9,784 +265%
GCA
736
Greenwood Capital Associates
South Carolina
$506K +$485K +13,454 New
AWM
737
Absher Wealth Management
North Carolina
$505K -$135K -3,749 -22%
EIA
738
Eastover Investment Advisors
North Carolina
$505K – – –
GC
739
Gratus Capital
Georgia
$501K -$58.9K -1,634 -11%
EWM
740
Evercore Wealth Management
New York
$497K -$73.6K -2,044 -13%
PI
741
Pettee Investors
Connecticut
$496K -$51.8K -1,437 -10%
CFMC
742
Curbstone Financial Management Corp
New Hampshire
$496K – – –
SAM
743
Summit Asset Management
Tennessee
$496K +$2.52K +70 +0.5%
AAM
744
Augustine Asset Management
Florida
$495K -$98.3K -2,730 -17%
SACTSONJ
745
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$493K -$313K -8,700 -40%
CPA
746
Court Place Advisors
Maryland
$493K – – –
WCAMG
747
Woodard & Company Asset Management Group
North Carolina
$488K – – –
W
748
WealthStone
Ohio
$487K +$467K +12,963 New
SIAP
749
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$480K – – –
LOPW
750
Live Oak Private Wealth
North Carolina
$480K +$188K +5,221 +69%
28 29
30
31 32