We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
1226
Rock Point Advisors
Vermont
$206K – – –
LWM
1227
Lyell Wealth Management
California
$206K +$8.38K +170 +4%
EWA
1228
ERTS Wealth Advisors
Michigan
$205K +$3.8K +77 +2%
KIG
1229
Kowal Investment Group
Wisconsin
$205K +$213K +4,313 New
FCB
1230
First Command Bank
Texas
$204K -$15K -305 -7%
FCFS
1231
First Command Financial Services
Texas
$204K -$15K -305 -7%
CSWG
1232
Cardinal Strategic Wealth Guidance
Kentucky
$204K – – –
BBW
1233
Blue Barn Wealth
Utah
$204K +$212K +4,304 New
TIA
1234
Tiemann Investment Advisors
California
$203K – – –
RPWA
1235
Regent Peak Wealth Advisors
Georgia
$203K +$19.4K +393 +10%
T
1236
TRUADVICE
Florida
$202K -$1.58K -32 -0.8%
LAS
1237
Lloyd Advisory Services
Georgia
$201K +$89K +1,805 +73%
ATPW
1238
Ashton Thomas Private Wealth
Arizona
$201K +$24.9K +505 +14%
HI
1239
Hudock Inc
Pennsylvania
$199K +$1.13K +23 +0.5%
MCM
1240
MV Capital Management
Maryland
$198K -$4K -81 -2%
MRCM
1241
M&R Capital Management
New Jersey
$191K +$1.04K +21 +0.5%
DCM
1242
Dupont Capital Management
Delaware
$190K -$54.6K -1,107 -22%
ALAM
1243
Asahi Life Asset Management
Japan
$190K +$197K +4,000 New
PAI
1244
Pittenger & Anderson Inc
Nebraska
$188K – – –
Q
1245
QVR
California
$187K -$89.1K -1,807 -31%
DGAM
1246
Desjardins Global Asset Management
Quebec, Canada
$185K -$9.91K -201 -5%
RWM
1247
Raffa Wealth Management
District of Columbia
$184K -$25.6K -519 -12%
JFGIW
1248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$183K -$29.6K -601 -14%
CHA
1249
Carmichael Hill & Associates
Maryland
$182K – – –
BG
1250
Bollard Group
Massachusetts
$181K +$1.82K +37 +1%
48 49
50
51 52