We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
976
Sound View Wealth Advisors Group
Georgia
$422K +$20.7K +352 +5%
P
977
&Partners
Tennessee
$421K +$76.8K +1,307 +21%
GAM
978
Gemmer Asset Management
California
$421K +$395K +6,720 +772%
FPS
979
Fieldpoint Private Securities
Connecticut
$419K -$8.22K -140 -2%
GC
980
Gilbert & Cook
Iowa
$415K +$25K +425 +6%
LSPW
981
Lake Street Private Wealth
Illinois
$415K +$134K +2,279 +45%
JFGIW
982
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$411K – – –
SAA
983
Southeast Asset Advisors
Georgia
$411K – – –
SEIA
984
Signature Estate & Investment Advisors
California
$410K -$1.53K -26 -0.4%
WWM
985
Western Wealth Management
Colorado
$409K +$432K +7,352 New
AAM
986
Augustine Asset Management
Florida
$406K -$216K -3,676 -33%
HSA
987
HBK Sorce Advisory
Pennsylvania
$406K +$705 +12 +0.2%
PFWA
988
Paces Ferry Wealth Advisors
Georgia
$406K +$1.65K +28 +0.4%
RPG
989
Resource Planning Group
Georgia
$405K – – –
DWM
990
Doyle Wealth Management
Florida
$405K +$705 +12 +0.2%
BHWM
991
Bar Harbor Wealth Management
New Hampshire
$403K -$15.9K -271 -4%
WSCM
992
Wellington Shields Capital Management
New York
$402K – – –
NGA
993
Naples Global Advisors
Florida
$399K +$587 +10 +0.1%
LI
994
Lafayette Investments
Maryland
$397K +$109K +1,849 +35%
PH
995
Pinnacle Holdings
Oklahoma
$396K – – –
NJBEST
996
New Jersey Better Educational Savings Trust
New Jersey
$395K – – –
PWPS
997
Pinnacle Wealth Planning Services
Ohio
$394K -$117 -2 -0%
SAMT
998
Select Asset Management & Trust
Pennsylvania
$394K – – –
APG
999
Abacus Planning Group
South Carolina
$393K – – –
CCWA
1000
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$393K +$416K +7,085 New
38 39
40
41 42