We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1001
Aviance Capital Partners
Florida
$333K +$2.76K +73 +0.9%
SWM
1002
Selective Wealth Management
Virginia
$332K – – –
IFG
1003
Independent Financial Group
California
$332K +$323K +8,554 New
3IP
1004
3Chopt Investment Partners
Virginia
$331K +$322K +8,525 New
BW
1005
BIP Wealth
Georgia
$329K – – –
MG
1006
Mather Group
Illinois
$328K +$183K +4,840 +136%
IFWM
1007
Institute for Wealth Management
Colorado
$328K +$2.76K +73 +0.9%
LSAG
1008
Lake Street Advisors Group
New Hampshire
$327K +$4.5K +119 +1%
WS
1009
Wedbush Securities
California
$327K +$13.3K +353 +4%
CCMG
1010
Clark Capital Management Group
Pennsylvania
$327K +$318K +8,412 New
WBC
1011
Westpac Banking Corp
Australia
$326K -$47.1K -1,248 -13%
CA
1012
Calton & Associates
Florida
$326K +$123K +3,250 +63%
CIM
1013
CIM Investment Management
Pennsylvania
$325K -$2K -53 -0.6%
TT
1014
TI-Trust
Illinois
$324K – – –
PWMG
1015
Prestige Wealth Management Group
New Jersey
$323K -$6.04K -160 -2%
MCC
1016
Malaga Cove Capital
California
$323K -$4.42K -117 -1%
FAM
1017
Formidable Asset Management
Ohio
$323K -$6.35K -168 -2%
KA
1018
Kovack Advisors
Florida
$322K -$36K -954 -10%
CAAM
1019
Cornerstone Advisors Asset Management
Pennsylvania
$319K – – –
RCAG
1020
Rehmann Capital Advisory Group
Michigan
$319K -$15.1K -400 -5%
CWS
1021
Cypress Wealth Services
California
$318K -$9.56K -253 -3%
NHT
1022
New Hampshire Trust
New Hampshire
$316K -$23.6K -626 -7%
LIA
1023
LBMC Investment Advisors
Tennessee
$315K – – –
AWA
1024
Adapt Wealth Advisors
Georgia
$313K +$64.2K +1,700 +27%
CI
1025
CX Institutional
Indiana
$313K +$9.94K +263 +3%
39 40
41
42 43