We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
851
Xcel Wealth Management
Florida
$548K +$347K +7,950 +98%
LCWP
852
Legacy Capital Wealth Partners
Arkansas
$547K +$700K +16,043 New
P
853
&Partners
Tennessee
$546K +$63.2K +1,447 +10%
SRAM
854
Spouting Rock Asset Management
Pennsylvania
$542K +$694K +15,908 New
DCM
855
Dudley Capital Management
Virginia
$539K -$8.73K -200 -1%
TAM
856
Trust Asset Management
Texas
$538K +$32K +734 +5%
CAMV
857
Concord Asset Management (Virginia)
Virginia
$535K +$449K +10,294 +190%
IA
858
IFG Advisory
Georgia
$532K -$624K -14,289 -48%
CIC
859
Crawford Investment Counsel
Georgia
$531K -$14.3M -327,907 -95%
GL
860
Graypoint LLC
New York
$531K +$161K +3,693 +31%
MMPW
861
Mitchell McLeod Pugh & Williams
Alabama
$530K +$34.3K +785 +5%
AWE
862
Avidian Wealth Enterprises
Texas
$530K -$45.5K -1,042 -6%
LCM
863
Linker Capital Management
Kentucky
$529K
AC
864
AXQ Capital
New Jersey
$529K +$677K +15,500 New
IRAG
865
Investment Research & Advisory Group
Georgia
$524K +$464K +10,633 +225%
MMHP
866
Murphy Middleton Hinkle & Parker
Georgia
$519K -$18.3K -420 -3%
SCM
867
Stevens Capital Management
Pennsylvania
$519K +$665K +15,226 New
WC
868
Whitney & Co
New York
$514K -$35.5K -814 -5%
DEA
869
DoubleLine ETF Adviser
Florida
$513K -$161K -3,698 -20%
RW
870
Rede Wealth
Virginia
$511K +$786 +18 +0.1%
ECG
871
Edge Capital Group
Georgia
$510K -$142K -3,248 -18%
William Blair Investment Management
872
William Blair Investment Management
Illinois
$504K -$488K -11,189 -43%
1W
873
1776 Wealth
Georgia
$504K +$32.3K +739 +5%
Koshinski Asset Management
874
Koshinski Asset Management
Illinois
$502K +$36.8K +843 +6%
SFG
875
SevenBridge Financial Group
Pennsylvania
$500K -$20.5K -470 -3%