We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
801
Prestige Wealth Management Group
New Jersey
$307K -$9.56K -193 -3%
VFA
802
Valeo Financial Advisors
Indiana
$307K +$124K +2,495 +77%
Rockefeller Capital Management
803
Rockefeller Capital Management
New York
$306K -$31.4K -633 -10%
BAS
804
Brown Advisory Securities
Maryland
$304K -$13.9K -280 -5%
AL
805
Aspiriant LLC
California
$304K +$4.81K +97 +2%
RA
806
RFG Advisory
Alabama
$304K +$14.3K +288 +5%
CAM
807
Cresset Asset Management
Illinois
$304K +$26.8K +541 +10%
WPA
808
Winning Points Advisors
Florida
$302K – – –
CCA
809
Checchi Capital Advisers
California
$301K +$12.6K +254 +5%
HFM
810
Hartford Financial Management
Connecticut
$300K – – –
BMCM
811
Bryn Mawr Capital Management
Pennsylvania
$299K – – –
FMLI
812
Fukoku Mutual Life Insurance
Japan
$299K – – –
TYCC
813
Texas Yale Capital Corp
Florida
$297K -$13.5K -272 -5%
BBA
814
BLB&B Advisors
Pennsylvania
$294K -$68.5K -1,382 -20%
BWA
815
Burt Wealth Advisors
Maryland
$293K – – –
LRPA
816
L. Roy Papp & Associates
Arizona
$292K – – –
AAP
817
Arax Advisory Partners
Colorado
$290K +$49.7K +1,003 +23%
IA
818
IFG Advisory
Georgia
$288K -$36.8K -742 -12%
VFP
819
Verus Financial Partners
Virginia
$286K -$52.2K -1,053 -16%
CPSAC
820
Chas P. Smith & Associates (CPS)
Florida
$286K +$265K +5,354 New
HH
821
Hilltop Holdings
Texas
$282K +$262K +5,292 New
DI
822
Diligent Investors
California
$280K -$12.6K -255 -5%
RC
823
RegentAtlantic Capital
New Jersey
$280K +$2.13K +43 +0.8%
AM
824
Atwater Malick
Pennsylvania
$279K -$39.6K -800 -13%
TNBTD
825
Trustmark National Bank Trust Department
Mississippi
$279K +$22.5K +455 +10%