We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
851
Burt Wealth Advisors
Maryland
$218K – – –
WKWM
852
Walter & Keenan Wealth Management
Indiana
$218K – – –
LCM
853
Laurion Capital Management
New York
$218K +$226K +4,192 New
HFS
854
Haverford Financial Services
Pennsylvania
$218K +$226K +4,197 New
Lido Advisors
855
Lido Advisors
California
$217K -$62.2K -1,154 -22%
IWM
856
IHT Wealth Management
Illinois
$216K +$15.2K +282 +7%
WJA
857
Williams Jones & Associates
New York
$216K +$224K +4,150 New
MI
858
Moneywise Inc
Virginia
$215K -$31.8K -590 -13%
AW
859
ACG Wealth
Georgia
$214K +$221K +4,103 New
AAM
860
American Asset Management
Florida
$213K – – –
CWS
861
Cypress Wealth Services
California
$211K -$32.3K -600 -13%
FNBT
862
FineMark National Bank & Trust
Florida
$209K +$216K +4,007 New
MHIC
863
Marble Harbor Investment Counsel
Massachusetts
$208K +$215K +4,000 New
BHIA
864
Birch Hill Investment Advisors
Massachusetts
$208K +$216K +4,006 New
ECM
865
Evergreen Capital Management
Washington
$207K +$214K +3,971 New
KIA
866
KCM Investment Advisors
California
$207K +$215K +3,983 New
SAM
867
Sawgrass Asset Management
Florida
$206K -$4.04K -75 -2%
ARMT
868
Amica Retiree Medical Trust
Rhode Island
$205K -$38K -706 -15%
EFSCE
869
Enterprise Financial Services Corp (EFSC)
Missouri
$204K -$400K -7,421 -65%
BIM
870
Bridges Investment Management
Nebraska
$204K +$211K +3,915 New
LSAG
871
Lake Street Advisors Group
New Hampshire
$204K +$211K +3,918 New
BWAM
872
Boyd Watterson Asset Management
Ohio
$203K -$9.43K -175 -4%
DOA
873
D'Orazio & Associates
Virginia
$203K – – –
AC
874
Abbrea Capital
California
$202K +$209K +3,875 New
BAM
875
Berkshire Asset Management
Pennsylvania
$201K +$208K +3,857 New