We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Cahaba Wealth Management
Georgia
$211K +$271K +4,380 New
MGI
1302
MayTech Global Investments
New York
$210K
WI
1303
Wedgewood Investors
Pennsylvania
$210K
DA
1304
DSC Advisors
Illinois
$208K +$226K +3,664 New
Members Trust
1305
Members Trust
Florida
$207K -$35.8K -580 -14%
APP
1306
Avantax Planning Partners
Iowa
$207K -$7.72K -125 -3%
SWM
1307
Silverlake Wealth Management
Vermont
$207K -$4.14K -67 -2%
TP
1308
Tranquility Partners
Tennessee
$205K +$6.18K +100 +3%
OMC
1309
Old Mission Capital
Illinois
$205K +$223K +3,607 New
PR
1310
Payden & Rygel
California
$204K -$18.1M -293,100 -99%
PCMC
1311
Paragon Capital Management (Colorado)
Colorado
$204K +$7.23K +117 +3%
CI
1312
CX Institutional
Indiana
$204K +$222K +3,597 New
GMA
1313
Glassy Mountain Advisors
Maryland
$203K
T
1314
TRUADVICE
Florida
$202K -$494 -8 -0.2%
KFP
1315
KB Financial Partners
New Jersey
$201K -$22.2K -359 -9%
RF
1316
Rollins Financial
Georgia
$201K +$219K +3,551 New
KMWM
1317
Keudell/Morrison Wealth Management
Oregon
$200K +$218K +3,529 New
RT
1318
Rockland Trust
Massachusetts
$200K +$218K +3,535 New
UCB
1319
United Community Bank
South Carolina
$190K +$47.6K +770 +30%
WTA
1320
Washington Trust Advisors
Massachusetts
$185K -$12.4K -200 -6%
CFD
1321
Creative Financial Designs
Indiana
$182K
T
1322
TOBAM
France
$178K -$52.6K -852 -21%
FF
1323
FourThought Financial
Florida
$177K +$148K +2,400 +337%
CWM
1324
CarsonAllaria Wealth Management
Illinois
$172K +$1.3K +21 +0.7%
HIA
1325
Harbor Investment Advisory
Maryland
$170K -$13.5K -218 -7%