We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1351
Newman Dignan & Sheerar Inc
Rhode Island
$220K -$4.77K -97 -2%
EB
1352
Eastern Bank
Massachusetts
$220K – – –
CIC
1353
Chase Investment Counsel
Virginia
$220K – – –
DWM
1354
Drive Wealth Management
Utah
$220K +$217K +4,410 New
SFC
1355
SYM Financial Corp
Indiana
$219K +$217K +4,404 New
WRPWM
1356
Werba Rubin Papier Wealth Management
California
$219K +$216K +4,397 New
BRWA
1357
B. Riley Wealth Advisors
Florida
$219K +$213K +4,330 New
MA
1358
MONECO Advisors
Connecticut
$219K -$12.8K -261 -6%
SP
1359
SmartHarvest Portfolios
Washington
$219K +$344 +7 +0.2%
IWB
1360
Innovative Wealth Building
Maryland
$218K +$215K +4,373 New
SAM
1361
Sagewood Asset Management
New York
$218K -$22.7K -462 -10%
1WA
1362
180 Wealth Advisors
Washington
$218K -$12.4K -252 -5%
TWM
1363
Tripletail Wealth Management
Florida
$217K +$103K +2,100 +97%
LHP
1364
Lexington Hill Partners
Texas
$217K -$32.6K -662 -13%
HP
1365
Holistic Planning
Texas
$217K +$214K +4,352 New
RCM
1366
RNC Capital Management
California
$217K +$214K +4,346 New
BFWM
1367
Bright Futures Wealth Management
New York
$216K +$214K +4,340 New
TF
1368
Trek Financial
Arizona
$216K -$7.58K -154 -3%
AFW
1369
Atlantic Family Wealth
Florida
$216K -$102K -2,075 -32%
IA
1370
Insight Advisors
Pennsylvania
$215K +$213K +4,325 New
S
1371
Sunpointe
Missouri
$215K -$202K -4,097 -49%
KCIC
1372
Kuhn & Co Investment Counsel
Illinois
$215K +$212K +4,311 New
PCM
1373
Passive Capital Management
Maryland
$215K -$4.38K -89 -2%
BCM
1374
Boltwood Capital Management
California
$215K +$212K +4,310 New
NF
1375
Nikulski Financial
Iowa
$215K +$212K +4,307 New
53 54
55
56 57