We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
801
Reilly Financial Advisors
California
$51K +$8.46K +184 +20%
BWA
802
BDO Wealth Advisors
Florida
$49K
APSP
803
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K
PCA
804
Peddock Capital Advisors
Massachusetts
$48K
WIM
805
Westside Investment Management
California
$47.2K
PCP
806
Proficio Capital Partners
Massachusetts
$45K +$37.5K +816 +571%
LC
807
Landaas & Company
Wisconsin
$45K +$43.7K +950 New
ST
808
Smithfield Trust
Pennsylvania
$44K
BWP
809
Baldwin Wealth Partners
Massachusetts
$44K +$4.6K +100 +12%
WA
810
WealthTrust-Arizona
Arizona
$44K +$13.8K +300 +47%
ClearBridge Investments
811
ClearBridge Investments
New York
$43K
NFG
812
Next Financial Group
Texas
$42K -$27.2K -591 -40%
BAM
813
Barrett Asset Management
New York
$42K
RFM
814
Royal Fund Management
Florida
$41K
EWM
815
Edge Wealth Management
New York
$40K
JCM
816
Jacobi Capital Management
Pennsylvania
$40K +$5.29K +115 +16%
YWP
817
YorkBridge Wealth Partners
New York
$39K +$14.1K +307 +59%
CFN
818
Cordasco Financial Network
Florida
$38K
CAW
819
Cornerstone Advisors (Washington)
Washington
$38K
TDC
820
Thompson Davis & Co
Virginia
$37K
PFSC
821
Peoples Financial Services Corp
Pennsylvania
$35K -$1.38K -30 -4%
NIC
822
Northwest Investment Counselors
Oregon
$35K
GWA
823
Guidant Wealth Advisors
Illinois
$33K
FMA
824
FNY Managed Accounts
New York
$32K +$32.2K +700 New
FA
825
Fortis Advisors
Pennsylvania
$27K +$26.7K +581 New