We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1201
Washington Trust Bank
Washington
$237K +$242K +5,511 New
SCA
1202
Southern Capital Advisors
Tennessee
$236K +$2.72K +62 +1%
AWM
1203
Accurate Wealth Management
Florida
$236K -$1.75K -40 -0.8%
OIA
1204
Optimum Investment Advisors
Illinois
$236K -$17.5K -400 -7%
MFS
1205
Mirabella Financial Services
United Kingdom
$234K +$27.5K +627 +13%
RP
1206
Riverwater Partners
Wisconsin
$234K +$239K +5,449 New
ACP
1207
Aviance Capital Partners
Florida
$234K +$5.4K +123 +2%
CPWA
1208
Cerro Pacific Wealth Advisors
California
$233K +$238K +5,417 New
CAMV
1209
Concord Asset Management (Virginia)
Virginia
$233K +$237K +5,408 New
MCA
1210
Millennium Capital Advisors
Arkansas
$232K – – –
BAM
1211
Blueshift Asset Management
New Jersey
$231K +$18.1K +412 +8%
SIC
1212
Samalin Investment Counsel
New York
$229K +$11.4K +259 +5%
OFG
1213
Oxford Financial Group
Indiana
$229K +$233K +5,315 New
NCM
1214
Northside Capital Management
Oregon
$229K +$233K +5,313 New
BWM
1215
Baron Wealth Management
Michigan
$229K +$233K +5,312 New
AA
1216
AlphaMark Advisors
Kentucky
$228K +$27.3K +622 +13%
AWP
1217
Atlas Wealth Partners
Pennsylvania
$228K +$200K +4,550 New
MKA
1218
M. Kulyk & Associates
Georgia
$228K -$526 -12 -0.2%
NJBEST
1219
New Jersey Better Educational Savings Trust
New Jersey
$228K – – –
HI
1220
Harbour Investments
Wisconsin
$227K +$31.5K +718 +16%
CWG
1221
Cornerstone Wealth Group
North Carolina
$227K -$9.21K -210 -4%
SHFP
1222
Second Half Financial Partners
Florida
$226K +$201K +4,583 New
TCM
1223
Tandem Capital Management
New Jersey
$224K -$19.3K -440 -8%
MHC
1224
Meyer Handelman Company
New York
$224K – – –
PCS
1225
Personal CFO Solutions
New Jersey
$224K +$228K +5,200 New