We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1276
Costello Asset Management
Pennsylvania
$5K – – –
KFI
1277
Key Financial Inc
Pennsylvania
$5K +$4.44K +98 New
SIAG
1278
Safeguard Investment Advisory Group
California
$5K +$5.39K +119 New
HS
1279
Horan Securities
United States
$4K -$6.34K -140 -65%
CFFP
1280
Center for Financial Planning
Michigan
$3K – – –
SMG
1281
Spectrum Management Group
Indiana
$3K – – –
MIM
1282
Merrion Investment Management
New Jersey
$3K +$2.54K +56 New
RAM
1283
Riggs Asset Management
Pennsylvania
$3K +$2.76K +61 New
JFA
1284
JNBA Financial Advisors
Minnesota
$3K +$2.85K +63 New
Kayne Anderson Rudnick Investment Management
1285
Kayne Anderson Rudnick Investment Management
California
$3K +$3.17K +70 New
CG
1286
Cutler Group
California
$2K -$186K -4,115 -99%
APWA
1287
Atlas Private Wealth Advisors
New Jersey
$2K +$1.99K +44 New
ADIM
1288
Alpha DNA Investment Management
Maryland
$2K +$2.49K +55 New
HGWM
1289
Harvest Group Wealth Management
Massachusetts
$1K – – –
LWA
1290
Lowe Wealth Advisors
Maryland
$1K – – –
TFM
1291
TFC Financial Management
Massachusetts
$1K – – –
GFPC
1292
Global Financial Private Client
Florida
$767 +$724 +16 New
WIM
1293
Westside Investment Management
California
$51 – – –
CC
1294
Carlson Capital
Texas
– -$37.2M -976,683 Closed
ACL
1295
Azora Capital LP
Florida
– -$22.9M -601,822 Closed
Adage Capital Partners
1296
Adage Capital Partners
Massachusetts
– -$14.6M -383,527 Closed
Capstone Investment Advisors
1297
Capstone Investment Advisors
New York
– -$13.8M -305,724 Closed
Hudson Bay Capital Management
1298
Hudson Bay Capital Management
Connecticut
– -$10.3M -270,000 Closed
IP
1299
Interval Partners
New York
– -$9.11M -239,386 Closed
MSE
1300
MUFG Securities EMEA
United Kingdom
– -$7.8M -205,000 Closed