We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1301
Pathway Financial Advisors
Vermont
$237K – – –
AAS
1302
Annex Advisory Services
Wisconsin
$236K +$221K +4,805 New
TPI
1303
Trust Point Inc
Wisconsin
$234K +$15.9K +345 +8%
CM
1304
Cornerstone Management
Georgia
$234K -$88.8K -1,928 -29%
CS
1305
Capital Square
Tennessee
$233K +$1.2K +26 +0.6%
KFS
1306
Keynote Financial Services
Connecticut
$233K – – –
CF
1307
Convergence Financial
Missouri
$233K -$50.5K -1,097 -19%
CNBOF
1308
City National Bank of Florida
Florida
$233K +$218K +4,732 New
CNC
1309
Citizens & Northern Corp
Pennsylvania
$233K -$1.36M -29,621 -86%
AW
1310
Alaethes Wealth
Nevada
$231K – – –
FFWM
1311
Future Financial Wealth Management
Ohio
$231K – – –
MSFS
1312
Main Street Financial Solutions
Pennsylvania
$230K -$206K -4,471 -49%
M1FG
1313
Mach-1 Financial Group
Arkansas
$230K +$215K +4,677 New
NP
1314
NorthRock Partners
Minnesota
$229K -$540K -11,723 -72%
AA
1315
Alta Advisers
United Kingdom
$229K -$78.3K -1,700 -27%
PFM
1316
Patton Fund Management
Texas
$227K -$56.8K -1,234 -21%
CFP
1317
Catalyst Financial Partners
Massachusetts
$226K -$3.32K -72 -2%
CGFA
1318
Colton Groome Financial Advisors
North Carolina
$226K – – –
PWS
1319
Pursuit Wealth Strategies
North Carolina
$225K +$211K +4,575 New
YCG
1320
Yeomans Consulting Group
Georgia
$224K -$15.5K -336 -7%
CAL
1321
Capital Analysts LLC
Pennsylvania
$224K -$21K -457 -9%
MCM
1322
Mill Capital Management
North Carolina
$222K – – –
ACA
1323
American Capital Advisory
Idaho
$222K +$138 +3 +0.1%
CW
1324
CrossGen Wealth
North Carolina
$220K +$206K +4,475 New
WA
1325
WESPAC Advisors
California
$220K -$571K -12,401 -73%
51 52
53
54 55