We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
901
Essex Financial Services
Connecticut
$467K +$63.5K +1,454 +12%
CT
902
Caldwell Trust
Florida
$465K +$8.38K +192 +1%
VRM
903
Vectors Research Management
New York
$465K -$31.2K -714 -5%
BFW
904
Brady Family Wealth
Missouri
$464K +$69.5K +1,591 +13%
ESCM
905
Echo Street Capital Management
New York
$461K -$154K -3,538 -21%
ST
906
Smithfield Trust
Pennsylvania
$455K +$266K +6,103 +84%
CCM
907
Coldstream Capital Management
Washington
$452K -$23.3K -534 -4%
ICM
908
Islay Capital Management
Texas
$449K +$159K +3,649 +38%
SACTSONJ
909
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$447K – – –
LA
910
Lindenwold Advisors
Pennsylvania
$446K -$6.98K -160 -1%
AIM
911
Allen Investment Management
New York
$442K – – –
CIC
912
Chilton Investment Company
Connecticut
$442K – – –
SW
913
SVB Wealth
Massachusetts
$441K -$258K -5,902 -31%
OWA
914
Outlook Wealth Advisors
Texas
$441K +$17.5K +401 +3%
CRI
915
Colonial River Investments
Virginia
$440K -$15.8K -363 -3%
RFA
916
Register Financial Advisors
Georgia
$438K +$53K +1,215 +10%
OCG
917
Opus Capital Group
Ohio
$438K -$6.33K -145 -1%
3IP
918
3Chopt Investment Partners
Virginia
$435K +$4.28K +98 +0.8%
LSAG
919
Lake Street Advisors Group
New Hampshire
$435K +$27.9K +639 +5%
HIGP
920
Hill Investment Group Partners
Missouri
$430K – – –
GWM
921
Geneos Wealth Management
Colorado
$430K -$67.7K -1,552 -11%
MCCP
922
Mission Creek Capital Partners
California
$426K -$338K -7,738 -38%
CFG
923
Citizens Financial Group
Rhode Island
$423K -$6.9K -158 -1%
FDCDDQ
924
Federation des caisses Desjardins du Quebec
Quebec, Canada
$422K +$256K +5,871 +90%
FPWM
925
FSB Premier Wealth Management
Iowa
$422K +$163K +3,730 +43%
35 36
37
38 39