We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
801
Brighton Jones LLC
Washington
$258K +$14K +291 +6%
TMAM
802
Tokio Marine Asset Management
Japan
$255K -$124K -2,560 -33%
GI
803
Gradient Investments
Minnesota
$255K -$8.5K -176 -3%
BPC
804
Banque Pictet & Cie
Switzerland
$255K +$248K +5,133 New
PNAA
805
Pictet North America Advisors
Switzerland
$255K +$248K +5,133 New
DWT
806
Dorsey & Whitney Trust
South Dakota
$248K -$61.1K -1,266 -20%
TL
807
TrueWealth LLC
Georgia
$248K +$241K +4,997 New
AA
808
AlphaMark Advisors
Kentucky
$244K -$35.6K -738 -13%
RC
809
RegentAtlantic Capital
New Jersey
$243K -$12.1K -250 -5%
SCA
810
Snowden Capital Advisors
New York
$240K +$7.43K +154 +3%
AIA
811
Armor Investment Advisors
North Carolina
$237K -$6.52K -135 -3%
MI
812
Moneywise Inc
Virginia
$235K +$228K +4,719 New
SWA
813
Sutton Wealth Advisors
Florida
$234K – – –
PL
814
Perpetual Ltd
Australia
$232K – – –
CWS
815
Cypress Wealth Services
California
$232K +$225K +4,664 New
GWS
816
Glassman Wealth Services
Virginia
$231K -$18.9K -391 -8%
ARMT
817
Amica Retiree Medical Trust
Rhode Island
$231K – – –
GVT
818
Genesee Valley Trust
New York
$230K +$224K +4,631 New
RPA
819
Rock Point Advisors
Vermont
$229K – – –
SRAM
820
Stone Ridge Asset Management
New York
$229K +$222K +4,600 New
BCM
821
Brookstone Capital Management
Illinois
$227K +$221K +4,570 New
PPSG
822
Princeton Portfolio Strategies Group
New Jersey
$226K – – –
BA
823
Baugh & Associates
Georgia
$225K +$218K +4,520 New
DCM
824
Dupont Capital Management
Delaware
$218K – – –
NPF
825
Norris Perne & French
Michigan
$218K +$628 +13 +0.3%
31 32
33
34 35