We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
1001
Riverview Trust Company
Washington
$301K – – –
CF
1002
Centaurus Financial
California
$299K +$4.12K +91 +1%
LIM
1003
Loudon Investment Management
New Hampshire
$298K -$58.9K -1,300 -17%
T
1004
TRUADVICE
Florida
$298K +$278K +6,149 New
AFS
1005
Annapolis Financial Services
Maryland
$298K +$281K +6,215 New
FC
1006
Ferris Capital
Massachusetts
$296K +$280K +6,181 New
OAM
1007
Occidental Asset Management
California
$294K +$278K +6,143 New
FNBT
1008
FineMark National Bank & Trust
Florida
$290K +$274K +6,054 New
VC
1009
Veracity Capital
Georgia
$289K +$26.4K +583 +11%
HFS
1010
Horizon Financial Services
North Carolina
$288K – – –
TW
1011
TrinityPoint Wealth
Connecticut
$287K -$2.94K -65 -1%
BC
1012
Bridgefront Capital
Texas
$286K +$270K +5,969 New
RF
1013
Rollins Financial
Georgia
$286K +$270K +5,974 New
EWM
1014
Evermay Wealth Management
Virginia
$285K -$121K -2,669 -31%
HWA
1015
HHM Wealth Advisors
Tennessee
$285K – – –
FHA
1016
Flagship Harbor Advisors
Massachusetts
$284K +$48.8K +1,078 +22%
PI
1017
Putnam Investments
Massachusetts
$281K -$108K -2,389 -29%
CWG
1018
Cornerstone Wealth Group
North Carolina
$281K +$10.1K +223 +4%
AFA
1019
Arlington Financial Advisors
California
$280K – – –
CWP
1020
Curated Wealth Partners
California
$280K +$264K +5,840 New
OIA
1021
OneDigital Investment Advisors
Kansas
$279K +$15.9K +351 +6%
NIM
1022
NuWave Investment Management
New Jersey
$279K +$250K +5,516 +1,779%
SMA
1023
Sage Mountain Advisors
Georgia
$279K +$264K +5,829 New
PCMK
1024
Paragon Capital Management (Kansas)
Kansas
$278K -$4.84K -107 -2%
MHC
1025
Meyer Handelman Company
New York
$278K – – –
39 40
41
42 43