We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
776
EPG Wealth Management
Georgia
$919K -$119K -2,415 -12%
CA
777
Carson Advisory
Georgia
$915K -$60.5K -1,229 -6%
UCB
778
United Community Bank
South Carolina
$915K +$3.25K +66 +0.4%
BFIM
779
Beese Fulmer Investment Management
Ohio
$911K +$71.9K +1,461 +9%
BPWM
780
Badgley Phelps Wealth Managers
Washington
$908K -$344 -7 -0%
SSWM
781
Sheets Smith Wealth Management
North Carolina
$904K -$344 -7 -0%
SFI
782
Siemens Fonds Invest
Germany
$903K -$836 -17 -0.1%
LA
783
LBP AM
France
$896K +$575K +11,692 +186%
CRI
784
Commonwealth Retirement Investments
Virginia
$895K +$1.43K +29 +0.2%
HCPC
785
Hamilton Capital Partners (Canada)
$892K +$286K +5,808 +48%
IF
786
Intrua Financial
Texas
$891K -$212K -4,318 -19%
SOS
787
Silver Oak Securities
Tennessee
$882K -$48.5K -986 -5%
TRCT
788
Tower Research Capital (TRC)
New York
$880K +$230K +4,677 +36%
JIG
789
Junk Investment Group
Maryland
$878K – – –
CCM
790
Canal Capital Management
Virginia
$873K +$2.31K +47 +0.3%
EFS
791
Essex Financial Services
Connecticut
$867K -$14.1K -287 -2%
NGA
792
Naples Global Advisors
Florida
$866K +$23.2K +472 +3%
IWA
793
Inspirion Wealth Advisors
Illinois
$865K – – –
WPA
794
West Paces Advisors
Georgia
$864K -$98.4K -2,000 -10%
PCG
795
Prosperity Consulting Group
Maryland
$861K +$10.4K +212 +1%
WPC
796
Wedmont Private Capital
Pennsylvania
$856K +$133K +2,697 +19%
PTC
797
Private Trust Company
Ohio
$855K -$77.8K -1,581 -8%
WCAMG
798
Woodard & Company Asset Management Group
North Carolina
$854K +$492 +10 +0.1%
SSWM
799
Smith Salley Wealth Management
North Carolina
$852K +$8.21K +167 +1%
PIFP
800
Partners in Financial Planning
Virginia
$852K +$1.23K +25 +0.1%
30 31
32
33 34