We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1251
Continuum Advisory
Idaho
$230K -$24.4K -542 -10%
PCM
1252
Payne Capital Management
New York
$229K – – –
ML
1253
McAdam LLC
Pennsylvania
$227K +$224K +4,972 New
HNWAG
1254
High Net Worth Advisory Group
Florida
$227K – – –
PA
1255
PFW Advisors
Georgia
$226K – – –
TCWM
1256
Total Clarity Wealth Management
Illinois
$225K -$1.53K -34 -0.7%
CCA
1257
Childress Capital Advisors
Texas
$225K +$221K +4,913 New
YCG
1258
Yeomans Consulting Group
Georgia
$223K -$12.9K -287 -6%
RMDI
1259
R.M. Davis Inc
Maine
$222K – – –
LWM
1260
LongView Wealth Management
Georgia
$221K -$5.18K -115 -2%
NAM
1261
NorthCrest Asset Manangement
Minnesota
$218K +$217K +4,817 New
CC
1262
Chicago Capital
Illinois
$218K – – –
IIC
1263
Integrated Investment Consultants
Michigan
$217K -$42.6K -945 -17%
BG
1264
Bollard Group
Massachusetts
$217K +$2.34K +52 +1%
KFS
1265
Keynote Financial Services
Connecticut
$217K – – –
BWFA
1266
Baltimore-Washington Financial Advisors
Maryland
$217K -$5K -111 -2%
SCP
1267
Sandhill Capital Partners
New York
$217K -$1.31K -29 -0.6%
CS
1268
Capital Square
Tennessee
$216K -$44.1K -979 -17%
FFWM
1269
Future Financial Wealth Management
Ohio
$215K – – –
TW
1270
TritonPoint Wealth
Maryland
$215K +$212K +4,696 New
AW
1271
Alaethes Wealth
Nevada
$215K – – –
CFP
1272
Catalyst Financial Partners
Massachusetts
$214K +$211K +4,672 New
IA
1273
Invested Advisors
Pennsylvania
$214K +$219K +4,858 New
LAS
1274
Lloyd Advisory Services
Georgia
$213K +$210K +4,650 New
BFS
1275
Bradley Foster & Sargent
Connecticut
$212K +$209K +4,646 New
49 50
51
52 53