We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1126
HighTower Trust
Texas
$254K +$281K +5,833 New
EWM
1127
Evercore Wealth Management
New York
$252K +$9.62K +200 +4%
PFGIA
1128
Patriot Financial Group Insurance Agency
Massachusetts
$251K -$6.83K -142 -2%
CS
1129
Capital Square
Tennessee
$251K +$48.3K +1,004 +21%
GIA
1130
Gateway Investment Advisers
Ohio
$250K -$122K -2,529 -31%
CCB
1131
Country Club Bank
Missouri
$248K -$36.1K -750 -12%
HPWM
1132
Highland Private Wealth Management
Washington
$248K +$274K +5,694 New
ACM
1133
AUA Capital Management
Pennsylvania
$247K -$64K -1,331 -19%
TW
1134
TrinityPoint Wealth
Connecticut
$245K +$1.01K +21 +0.4%
ETC
1135
Exchange Traded Concepts
Oklahoma
$245K +$37.8K +786 +16%
CCM
1136
Chiron Capital Management
Florida
$244K +$269K +5,600 New
LSPW
1137
Lake Street Private Wealth
Illinois
$243K -$65.6K -1,363 -20%
HFM
1138
Hartford Financial Management
Connecticut
$242K – – –
CM
1139
Cornerstone Management
Georgia
$240K – – –
CT
1140
Chicago Trust
Illinois
$239K -$6.5K -135 -2%
JG
1141
Jefferies Group
New York
$238K +$263K +5,470 New
CWG
1142
Cornerstone Wealth Group
North Carolina
$238K -$23K -479 -8%
PWM
1143
PBMares Wealth Management
Virginia
$238K – – –
SMA
1144
Sage Mountain Advisors
Georgia
$237K -$25.5K -530 -9%
SCA
1145
Southern Capital Advisors
Tennessee
$237K +$2.84K +59 +1%
MCA
1146
Millennium Capital Advisors
Arkansas
$235K -$67.4K -1,400 -21%
TCM
1147
Tandem Capital Management
New Jersey
$235K -$20.2K -420 -7%
AFA
1148
Arlington Financial Advisors
California
$235K – – –
CT
1149
Columbia Trust
Oregon
$232K -$73.7K -1,532 -22%
ACP
1150
Aviance Capital Partners
Florida
$232K -$3.61K -75 -1%
44 45
46
47 48