We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
1276
Atlantic Family Wealth
Florida
$222K +$228K +5,108 New
JSW
1277
Journey Strategic Wealth
New Jersey
$221K +$228K +5,105 New
SJL
1278
Shayne & Jacobs LLC
Tennessee
$221K – – –
SPC
1279
Spirepoint Private Client
Florida
$220K – – –
RBC
1280
Romano Brothers & Co
Illinois
$220K -$37.9K -850 -14%
CC
1281
Chicago Capital
Illinois
$220K +$226K +5,068 New
YCG
1282
Yeomans Consulting Group
Georgia
$220K -$1.07K -24 -0.5%
WEG
1283
World Equity Group
Illinois
$219K +$225K +5,050 New
LWM
1284
LongView Wealth Management
Georgia
$216K – – –
SFG
1285
SevenBridge Financial Group
Pennsylvania
$216K – – –
TCWM
1286
Total Clarity Wealth Management
Illinois
$215K -$27.5K -616 -11%
APWM
1287
Anchor Pointe Wealth Management
Missouri
$215K +$221K +4,960 New
ILI
1288
Invesco LLC (Illinois)
Illinois
$214K -$29K -649 -12%
VWA
1289
VSM Wealth Advisory
Maryland
$214K +$220K +4,930 New
TA
1290
TrueWealth Advisors
Alabama
$213K +$2.37K +53 +1%
WWM
1291
Western Wealth Management
Colorado
$213K -$8.39K -188 -4%
LA
1292
LexAurum Advisors
Kansas
$213K -$97.8K -2,192 -31%
HTIM
1293
Harbour Trust & Investment Management
Indiana
$213K -$13.3K -298 -6%
AFP
1294
Ausdal Financial Partners
Iowa
$212K +$218K +4,888 New
NG
1295
Norden Group
Utah
$212K +$218K +4,876 New
ACA
1296
American Capital Advisory
Idaho
$212K – – –
HFRG
1297
Houlihan Financial Resource Group
Virginia
$211K – – –
EB
1298
Eastern Bank
Massachusetts
$211K +$17K +381 +9%
FCP
1299
Fidelis Capital Partners
Florida
$210K +$200K +4,479 New
FAT
1300
First American Trust
California
$210K -$26.4K -592 -11%
50 51
52
53 54