We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1126
M&R Capital Management
New Jersey
$166K – – –
PWPS
1127
Pinnacle Wealth Planning Services
Ohio
$166K +$157K +3,457 New
AAP
1128
Arax Advisory Partners
Colorado
$164K – – –
GI
1129
Gradient Investments
Minnesota
$153K -$4.12K -91 -2%
CFD
1130
Creative Financial Designs
Indiana
$152K +$91 +2 +0.1%
GWMIA
1131
Global Wealth Management Investment Advisory
Florida
$150K +$905 +20 +0.6%
PG
1132
Proffitt & Goodson
Tennessee
$144K -$24.5K -542 -15%
CIR
1133
Clear Investment Research
Georgia
$144K – – –
LGA
1134
Lebenthal Global Advisors
New York
$143K +$135K +2,985 New
LWCFA
1135
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K -$27.8K -615 -19%
LWA
1136
Lenox Wealth Advisors
New York
$129K – – –
HIA
1137
Harbor Investment Advisory
Maryland
$129K +$21.6K +477 +22%
EIP
1138
Ellis Investment Partners
Pennsylvania
$125K +$679 +15 +0.6%
PWA
1139
Phoenix Wealth Advisors
North Carolina
$124K +$117K +2,586 New
GCM
1140
Gables Capital Management
Florida
$121K – – –
FDCDDQ
1141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K +$90.8K +2,006 +400%
CM
1142
Caption Management
Oklahoma
$119K -$158K -3,500 -58%
AWA
1143
Arkadios Wealth Advisors
Georgia
$118K +$24.4K +540 +28%
FHC
1144
First Horizon Corporation
Tennessee
$117K +$27K +597 +32%
JWM
1145
Janiczek Wealth Management
Colorado
$116K – – –
VCM
1146
Versant Capital Management
Arizona
$114K +$136 +3 +0.1%
RWA
1147
Ropes Wealth Advisors
Massachusetts
$112K -$1.09K -24 -1%
NEAM
1148
New England Asset Management
Connecticut
$112K – – –
AF
1149
Arrow Financial
New York
$109K – – –
SN
1150
Sittner & Nelson
Oregon
$104K +$98.5K +2,175 New
44 45
46
47 48