We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AGM
876
Alpine Global Management
New York
$320K +$307K +8,526 New
PCA
877
Personal Capital Advisors
California
$319K -$64K -1,777 -17%
ADL
878
Asset Dedication LLC
California
$319K +$79.9K +2,219 +35%
OWA
879
Outlook Wealth Advisors
Texas
$318K +$19.4K +539 +7%
WANY
880
Wealthspire Advisors (New York)
New York
$317K -$1,000K -27,764 -77%
EIA
881
Edgemoor Investment Advisors
Maryland
$316K
GT
882
Greenleaf Trust
Michigan
$316K +$304K +8,427 New
BCM
883
Brookstone Capital Management
Illinois
$315K +$57.1K +1,585 +23%
CAC
884
Certified Advisory Corp
Florida
$313K -$35.5K -985 -11%
Cetera Investment Advisers
885
Cetera Investment Advisers
Illinois
$313K +$4.83K +134 +2%
EWM
886
Evermay Wealth Management
Virginia
$312K -$103K -2,867 -26%
WA
887
WealthTrust Axiom
Pennsylvania
$312K +$36 +1 +0%
CIC
888
Cornercap Investment Counsel
Georgia
$310K +$56.7K +1,575 +24%
IFWM
889
Institute for Wealth Management
Colorado
$308K -$5.37K -149 -2%
SPC
890
Sigma Planning Corp
Michigan
$305K -$8.82K -245 -3%
SHA
891
Seneca House Advisors
Virginia
$305K +$1.84K +51 +0.6%
OPS
892
Orion Portfolio Solutions
Nebraska
$304K +$107K +2,961 +58%
1SB
893
1ST Source Bank
Indiana
$301K -$9.72K -270 -3%
FCFC
894
First Commonwealth Financial Corp
Pennsylvania
$300K +$288K +7,991 New
VVP
895
Venture Visionary Partners
Ohio
$299K -$11.1K -307 -4%
SFG
896
SevenBridge Financial Group
Pennsylvania
$299K -$9.54K -265 -3%
DSN
897
D. Scott Neal
Kentucky
$299K
PFBT
898
Parkside Financial Bank & Trust
Missouri
$298K -$43.2K -1,200 -13%
BHWM
899
Bar Harbor Wealth Management
New Hampshire
$297K -$12.1K -337 -4%
MMPW
900
Mitchell McLeod Pugh & Williams
Alabama
$296K