We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
951
Pettee Investors
Connecticut
$375K -$16.1K -425 -4%
WPW
952
Waldron Private Wealth
Pennsylvania
$375K +$156K +4,138 +75%
SMA
953
Sage Mountain Advisors
Georgia
$375K +$58.4K +1,547 +19%
VWM
954
Venturi Wealth Management
Texas
$374K +$18.4K +488 +5%
FFA
955
Farther Finance Advisors
California
$372K +$223K +5,912 +165%
NRI
956
NFP Retirement Inc
California
$372K +$416 +11 +0.1%
CBTWT
957
Community Bank & Trust (Waco, Texas)
Texas
$372K +$107K +2,842 +42%
HWA
958
Heartwood Wealth Advisors
Virginia
$370K +$104K +2,747 +40%
SB
959
Simmons Bank
Arkansas
$366K +$52.9K +1,400 +17%
SFP
960
Shepherd Financial Partners
Massachusetts
$365K +$9.56K +253 +3%
QCG
961
Quadrant Capital Group
Ohio
$364K +$110K +2,923 +45%
IWM
962
IHT Wealth Management
Illinois
$364K -$13.3K -353 -4%
FMP
963
Financial Management Professionals
Texas
$363K +$30.2K +800 +9%
FH
964
FWG Holdings
Florida
$363K – – –
FWM
965
ForthRight Wealth Management
Georgia
$362K -$28.7K -761 -8%
RW
966
Rede Wealth
Virginia
$362K -$9.9K -262 -3%
MIM
967
MTM Investment Management
South Carolina
$357K +$680 +18 +0.2%
SAM
968
Summit Asset Management
Tennessee
$357K +$642 +17 +0.2%
MHS
969
M Holdings Securities
Oregon
$356K +$346K +9,155 New
PL
970
Parthenon LLC
Kentucky
$356K +$1.62K +43 +0.5%
EHC
971
Everett Harris & Co
California
$355K -$6.23K -165 -2%
AL
972
Aspiriant LLC
California
$354K -$71.1K -1,883 -17%
AT
973
Arlington Trust
Alabama
$353K +$179K +4,730 +109%
AWM
974
Accurate Wealth Management
Florida
$353K +$85.7K +2,269 +36%
IPWA
975
International Private Wealth Advisors
California
$352K +$21.8K +578 +7%
37 38
39
40 41