We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
926
IMA Advisory Services
Colorado
$91K -$16.9K -347 -15%
FNBOSM
927
First National Bank of South Miami
Florida
$91K – – –
IWP
928
Icon Wealth Partners
Texas
$82K +$86.3K +1,769 New
CAC
929
Certified Advisory Corp
Florida
$81K -$4.24K -87 -5%
BBNA
930
Bremer Bank National Association
Minnesota
$78K +$73.9K +1,514 New
VCM
931
Versant Capital Management
Arizona
$77K -$2.44K -50 -3%
AF
932
Allworth Financial
California
$76K -$9.27K -190 -10%
CFD
933
Creative Financial Designs
Indiana
$75K +$78.5K +1,609 New
CAW
934
Cornerstone Advisors (Washington)
Washington
$73K -$2.49K -51 -3%
SCM
935
Silvant Capital Management
Georgia
$73K – – –
MRCM
936
M&R Capital Management
New Jersey
$72K – – –
LC
937
Lindbrook Capital
California
$71K +$3.17K +65 +4%
TFS
938
TrustCore Financial Services
Tennessee
$70K – – –
WTB
939
Washington Trust Bank
Washington
$70K – – –
AIM
940
Advantage Investment Management
Iowa
$69K -$22.6K -463 -24%
JFGIW
941
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K – – –
WB
942
Webster Bank
Connecticut
$68K +$1.17K +24 +2%
PH
943
Pinnacle Holdings
Oklahoma
$67.1K – – –
FRA
944
Front Row Advisors
California
$67K +$1.56K +32 +2%
APC
945
Aspire Private Capital
North Carolina
$66K +$7.37K +151 +12%
MIM
946
Macroview Investment Management
Maryland
$65K – – –
WCM
947
WealthBridge Capital Management
Ohio
$65K – – –
WAP
948
Wealthcare Advisory Partners
Pennsylvania
$64K +$390 +8 +0.6%
FHA
949
Flagship Harbor Advisors
Massachusetts
$63K +$41.5K +850 +165%
IFAM
950
Institutional & Family Asset Management
Colorado
$60K -$82.5K -1,692 -57%
36 37
38
39 40