We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1101
Silverlake Wealth Management
Vermont
$237K +$202K +6,419 New
HSA
1102
HBK Sorce Advisory
Pennsylvania
$235K -$84.3K -2,686 -30%
EL
1103
EMFO LLC
Florida
$233K – – –
IGWM
1104
ICA Group Wealth Management
Colorado
$233K +$198K +6,304 New
PCM
1105
Princeton Capital Management
New Jersey
$233K +$198K +6,299 New
BHPW
1106
Beverly Hills Private Wealth
California
$232K -$107K -3,403 -35%
UCB
1107
United Community Bank
South Carolina
$232K +$124K +3,939 +168%
PI
1108
PFG Investments
New York
$232K -$26.6K -847 -12%
RPA
1109
Rock Point Advisors
Vermont
$231K +$196K +6,250 New
WPC
1110
Wedmont Private Capital
Pennsylvania
$230K +$190K +6,048 New
1IA
1111
1620 Investment Advisors
Massachusetts
$229K -$33.4K -1,063 -15%
CSWM
1112
Cassady Schiller Wealth Management
Ohio
$228K – – –
SC
1113
Scotia Capital
Ontario, Canada
$227K +$193K +6,140 New
BHBT
1114
Burke & Herbert Bank & Trust
Virginia
$226K +$192K +6,113 New
RIG
1115
RiverFront Investment Group
Virginia
$226K +$192K +6,113 New
FWM
1116
Fonville Wealth Management
Virginia
$225K +$192K +6,105 New
PWPS
1117
Pinnacle Wealth Planning Services
Ohio
$225K +$191K +6,093 New
HNWAG
1118
High Net Worth Advisory Group
Florida
$224K +$190K +6,067 New
HT
1119
Headlands Technologies
Illinois
$223K +$169K +5,379 +810%
WWM
1120
Whalen Wealth Management
Nevada
$223K +$190K +6,043 New
MSFS
1121
Main Street Financial Solutions
Pennsylvania
$222K -$44.7K -1,423 -19%
CS
1122
Capital Square
Tennessee
$221K +$188K +5,984 New
CFG
1123
Citizens Financial Group
Rhode Island
$220K +$187K +5,962 New
AA
1124
AlphaMark Advisors
Kentucky
$220K -$2.45K -78 -1%
CFO
1125
CVA Family Office
Colorado
$219K +$186K +5,939 New
43 44
45
46 47