We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1101
Lenox Wealth Management
Ohio
$10K +$5.86K +124 +54%
GSWM
1102
Golden State Wealth Management
California
$10K +$15.1K +320 New
CA
1103
Crewe Advisors
Utah
$9K -$4.16K -88 -22%
SGAM
1104
Smith Group Asset Management
Texas
$9K -$473 -10 -3%
POIA
1105
Pin Oak Investment Advisors
Texas
$9K – – –
SIS
1106
Sound Income Strategies
Florida
$9K – – –
EWM
1107
Endurance Wealth Management
Rhode Island
$9K +$9.93K +210 +233%
DTIM
1108
Danda Trouve Investment Management
Kansas
$9K +$14.2K +300 New
PFO
1109
Pathstone Family Office
New Jersey
$9K +$14.8K +314 New
CIA
1110
Cascade Investment Advisors
Oregon
$8.54K – – –
ECM
1111
Estabrook Capital Management
New York
$8.48K – – –
GTAM
1112
Global Trust Asset Management
Florida
$8K -$11.8K -250 -50%
LWM
1113
Liberty Wealth Management
California
$7K -$6.48K -137 -36%
TF
1114
Tompkins Financial
New York
$7K -$1.89K -40 -15%
APW
1115
Acima Private Wealth
Virginia
$7K – – –
FCMT
1116
Founders Capital Management (Texas)
Texas
$7K – – –
LF
1117
Lee Financial
Texas
$7K – – –
WCG
1118
Weaver Consulting Group
California
$7K – – –
PFSC
1119
Peoples Financial Services Corp
Pennsylvania
$6K -$33.3K -705 -78%
CCM
1120
Covington Capital Management
California
$6K -$11.7K -247 -56%
BBA
1121
Braun-Bostich & Associates
Pennsylvania
$6K – – –
BFC
1122
Bedel Financial Consulting
Indiana
$6K +$1.04K +22 +14%
KFI
1123
Key Financial Inc
Pennsylvania
$6K +$8.84K +187 New
TC
1124
Truvestments Capital
Florida
$6K +$9.51K +201 New
LSA
1125
Lion Street Advisors
Texas
$5K +$8.23K +174 New
43 44
45
46 47