We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
851
Bard Financial Services
Connecticut
$487K +$414K +13,200 New
NGA
852
Naples Global Advisors
Florida
$485K +$93.7K +2,983 +29%
SACTSONJ
853
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$485K – – –
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
$484K -$3.92K -125 -0.9%
LA
855
Lindenwold Advisors
Pennsylvania
$483K – – –
EWM
856
Evercore Wealth Management
New York
$482K -$61.3K -1,954 -13%
AT
857
Avalon Trust
New Mexico
$480K – – –
CFGS
858
Concourse Financial Group Securities
Alabama
$479K +$22.2K +706 +6%
VA
859
Valmark Advisers
Ohio
$479K +$8.7K +277 +2%
CIC
860
Chilton Investment Company
Connecticut
$478K -$106K -3,373 -21%
WWA
861
WCG Wealth Advisors
Nevada
$478K -$33.7K -1,074 -8%
ECM
862
ExodusPoint Capital Management
New York
$477K -$957K -30,490 -70%
AL
863
Aspiriant LLC
California
$477K -$37.2K -1,185 -8%
SAM
864
Secure Asset Management
Michigan
$475K -$50.1K -1,595 -11%
QPWM
865
Quadrant Private Wealth Management
Pennsylvania
$468K -$7.28K -232 -2%
IB
866
Intrust Bank
Kansas
$467K -$13.8K -440 -3%
WAAG
867
Wealth Alliance Advisory Group
Kansas
$466K -$8.98K -286 -2%
HCPC
868
Hamilton Capital Partners (Canada)
$465K +$396K +12,600 New
GWM
869
Geneos Wealth Management
Colorado
$465K -$24.5K -781 -6%
HBW
870
Hazlett, Burt & Watson
West Virginia
$465K -$20.6K -655 -5%
DAL
871
Delta Accumulation LLC
California
$465K -$21.8K -694 -4%
DZ Bank
872
DZ Bank
Germany
$462K – – –
EWA
873
Exencial Wealth Advisors
Oklahoma
$460K +$14.2K +451 +4%
FPWM
874
FSB Premier Wealth Management
Iowa
$460K -$21.5K -684 -5%
WTC
875
WhitTier Trust Company
Nevada
$458K -$4.41M -140,488 -92%