We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Canal Capital Management
Virginia
$861K +$58.4K +1,269 +8%
BFIM
802
Beese Fulmer Investment Management
Ohio
$860K -$15.8K -344 -2%
AV
803
Alamea Verwaltungs
New Jersey
$857K +$109K +2,372 +17%
CCP
804
Cane Capital Partners
Louisiana
$855K +$801K +17,384 New
WC
805
Waterloo Capital
Texas
$853K +$53.1K +1,152 +7%
CWP
806
Cyndeo Wealth Partners
Florida
$852K -$94K -2,040 -11%
WCAMG
807
Woodard & Company Asset Management Group
North Carolina
$849K -$11.1K -240 -1%
UCB
808
United Community Bank
South Carolina
$845K +$11.7K +255 +2%
AWA
809
Aaron Wealth Advisors
Illinois
$843K +$174K +3,773 +28%
HPC
810
HM Payson & Co
Maine
$843K -$26.3K -570 -3%
NGA
811
Naples Global Advisors
Florida
$841K +$15.5K +337 +2%
CPSAC
812
Chas P. Smith & Associates (CPS)
Florida
$837K +$532K +11,556 +212%
IWA
813
Inspirion Wealth Advisors
Illinois
$836K +$59.4K +1,290 +8%
ECA
814
Elevated Capital Advisors
Utah
$836K +$19.2K +417 +3%
CHC
815
City Holding Co
West Virginia
$831K -$173K -3,752 -18%
IAIM
816
International Assets Investment Management
Florida
$828K -$257K -5,587 -25%
RWM
817
RKL Wealth Management
Pennsylvania
$824K +$291K +6,309 +60%
CIS
818
Capital International Sarl
California
$820K – – –
LWAM
819
Legacy Wealth Asset Management
Minnesota
$818K -$4.05K -88 -0.5%
GS
820
GTS Securities
Florida
$817K +$505K +10,956 +194%
AWA
821
Adapt Wealth Advisors
Georgia
$817K -$115K -2,494 -13%
MG
822
Mather Group
Illinois
$814K +$13.3K +289 +2%
NB
823
NBT Bank
New York
$814K -$7.37K -160 -1%
PCG
824
Prosperity Consulting Group
Maryland
$812K +$88K +1,910 +13%
PWM
825
Perigon Wealth Management
California
$807K +$230K +5,003 +44%
31 32
33
34 35