We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
801
Pine Valley Investments
New Jersey
$710K – – –
WCAMG
802
Woodard & Company Asset Management Group
North Carolina
$709K -$8.45K -200 -1%
KWA
803
Kingswood Wealth Advisors
California
$708K -$170K -4,032 -20%
FFA
804
Farther Finance Advisors
California
$707K +$298K +7,055 +74%
NEI
805
Northwest & Ethical Investments
Ontario, Canada
$706K – – –
SEIA
806
Signature Estate & Investment Advisors
California
$702K -$3.38K -80 -0.5%
CPWA
807
Cerro Pacific Wealth Advisors
California
$701K – – –
BB
808
Busey Bank
Illinois
$701K -$4.1K -97 -0.6%
EFS
809
Essex Financial Services
Connecticut
$700K +$8.32K +197 +1%
DCM
810
Dudley Capital Management
Virginia
$698K – – –
HCM
811
Hodges Capital Management
Texas
$696K +$408K +9,661 +146%
CF
812
Centaurus Financial
California
$691K +$150K +3,559 +28%
SWA
813
Stratos Wealth Advisors
Ohio
$689K -$971 -23 -0.1%
GFA
814
Gallagher Fiduciary Advisors
Illinois
$689K -$97.8K -2,316 -13%
WC
815
Westhampton Capital
North Carolina
$685K +$175K +4,150 +35%
DA
816
Dover Advisors
Virginia
$678K +$446K +10,568 +200%
FCA
817
FLC Capital Advisors
California
$678K – – –
SLI
818
Sumitomo Life Insurance
Japan
$677K -$5.2K -123 -0.8%
TAM
819
Trust Asset Management
Texas
$675K – – –
AG
820
AlTi Global
New York
$674K -$60.9K -1,442 -8%
IWA
821
Inspirion Wealth Advisors
Illinois
$671K +$8.45K +200 +1%
AFG
822
Atomi Financial Group
New York
$670K +$150K +3,562 +29%
AWM
823
Atticus Wealth Management
Florida
$669K – – –
SA
824
Strategic Advisors
New York
$667K – – –
MAG
825
Mayfair Advisory Group
Alabama
$661K -$8.23K -195 -1%
31 32
33
34 35