We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1126
Klingman & Associates
New York
$250K -$105K -1,786 -28%
SIMM
1127
Stillwater Investment Management (Minnesota)
Minnesota
$248K +$1.88K +32 +0.7%
BA
1128
Bristlecone Advisors
Washington
$248K +$4.41K +75 +2%
SWIG
1129
Strategic Wealth Investment Group
Kentucky
$247K +$11.4K +194 +5%
RWM
1130
Raffa Wealth Management
District of Columbia
$245K +$30.5K +519 +13%
CPA
1131
Capital Planning Advisors
California
$245K +$259K +4,410 New
IWA
1132
Intercontinental Wealth Advisors
Texas
$244K +$822 +14 +0.3%
CISOA
1133
Capital Investment Services of America
Wisconsin
$243K – – –
WFI
1134
West Family Investments
California
$243K +$257K +4,376 New
RPA
1135
Rock Point Advisors
Vermont
$241K -$14.7K -250 -5%
NPF
1136
Norris Perne & French
Michigan
$239K -$21K -357 -8%
BFPW
1137
BOK Financial Private Wealth
Colorado
$239K +$50.2K +855 +25%
CSWG
1138
Cardinal Strategic Wealth Guidance
Kentucky
$238K – – –
EN1L
1139
Engine No 1 LLC
California
$238K +$252K +4,297 New
AM
1140
Atwater Malick
Pennsylvania
$237K – – –
GIM
1141
Guild Investment Management
California
$236K – – –
NC
1142
NovaPoint Capital
Georgia
$235K – – –
FMWA
1143
Forvis Mazars Wealth Advisors
Missouri
$235K +$11.9K +202 +5%
EI
1144
Ellevest Inc
New York
$234K +$55K +937 +29%
CM
1145
Capital Management
Virginia
$233K – – –
MIA
1146
MainStreet Investment Advisors
Illinois
$231K +$4.52K +77 +2%
WI
1147
Wedgewood Investors
Pennsylvania
$230K – – –
GWS
1148
Glassman Wealth Services
Virginia
$228K -$20.1K -343 -8%
BAM
1149
Berkshire Asset Management
Pennsylvania
$227K -$25.4K -432 -10%
MCA
1150
Mercer Capital Advisers
New Jersey
$227K – – –
44 45
46
47 48