We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
3IP
851
3Chopt Investment Partners
Virginia
$771K +$39.2K +796 +5%
LIP
852
Lighthouse Investment Partners
Florida
$771K -$3.48M -70,642 -82%
WC
853
Waterloo Capital
Texas
$770K -$68K -1,383 -8%
TCBWMS
854
Texas Capital Bank Wealth Management Services
Texas
$761K -$14.2K -288 -2%
AW
855
Alteri Wealth
California
$757K +$34.5K +701 +5%
ZCP
856
Z3 Capital Partners
Virginia
$756K +$56.1K +1,141 +8%
MAG
857
Mayfair Advisory Group
Alabama
$754K -$45.8K -931 -6%
IP
858
Integras Partners
Georgia
$753K +$744K +15,123 New
AWMS
859
Advocacy Wealth Management Services
Georgia
$751K +$17K +345 +2%
NB
860
NBT Bank
New York
$749K -$133K -2,708 -15%
KFA
861
Kelleher Financial Advisors
New York
$747K -$2.38M -48,426 -76%
RWM
862
RKL Wealth Management
Pennsylvania
$745K +$10.1K +206 +1%
IWM
863
IHT Wealth Management
Illinois
$744K +$16K +325 +2%
ISL
864
Ingalls & Snyder LLC
New York
$743K – – –
BHBT
865
Burke & Herbert Bank & Trust
Virginia
$737K – – –
SC
866
Syon Capital
California
$736K +$45.6K +927 +7%
BB
867
Busey Bank
Illinois
$736K -$11K -224 -1%
FDS
868
First Dallas Securities
Texas
$731K +$590 +12 +0.1%
IPW
869
Impact Partnership Wealth
Georgia
$731K +$721K +14,664 New
PAM
870
Panagora Asset Management
Massachusetts
$726K -$11K -224 -2%
KA
871
Klingman & Associates
New York
$723K +$30.9K +629 +5%
Fidelity International
872
Fidelity International
Bermuda
$722K +$713K +14,498 New
WF
873
WealthPoint Financial
North Carolina
$721K +$712K +14,474 New
WA
874
Wealth Alliance
New York
$719K -$768K -15,604 -52%
VP
875
Verum Partners
North Carolina
$719K +$62.3K +1,266 +10%