We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SB
1351
Strategic Blueprint
Georgia
– -$220K -3,913 Closed
DA
1352
Detalus Advisors
Missouri
– -$220K -3,903 Closed
SFG
1353
Sunburst Financial Group
Alabama
– -$219K -3,886 Closed
LWM
1354
Lyell Wealth Management
California
– -$219K -3,885 Closed
CCM
1355
Coldstream Capital Management
Washington
– -$218K -3,880 Closed
WP
1356
WealthSource Partners
California
– -$218K -3,876 Closed
PL
1357
Plancorp LLC
Missouri
– -$218K -3,863 Closed
IIM
1358
Ipswich Investment Management
Massachusetts
– -$217K -3,860 Closed
PWM
1359
PBMares Wealth Management
Virginia
– -$217K -3,854 Closed
BWAM
1360
Boyd Watterson Asset Management
Ohio
– -$216K -3,841 Closed
CWM
1361
Chesapeake Wealth Management
Virginia
– -$216K -3,837 Closed
ACA
1362
Atlas Capital Advisors
Wyoming
– -$215K -3,815 Closed
BCI
1363
Brinker Capital Investments
Pennsylvania
– -$214K -3,807 Closed
JAM
1364
Jolley Asset Management
North Carolina
– -$213K -3,775 Closed
KFGK
1365
Keystone Financial Group (Kentucky)
Kentucky
– -$213K -3,775 Closed
9WM
1366
9258 Wealth Management
Ohio
– -$212K -3,766 Closed
CIS
1367
Connors Investor Services
Pennsylvania
– -$211K -3,755 Closed
CW
1368
CreativeOne Wealth
Kansas
– -$211K -3,753 Closed
KA
1369
Klingman & Associates
New York
– -$210K -3,735 Closed
CPC
1370
Consolidated Planning Corp
Georgia
– -$209K -3,708 Closed
IWA
1371
Intercontinental Wealth Advisors
Texas
– -$200K -3,675 Closed
CHP
1372
Cable Hill Partners
Oregon
– -$206K -3,658 Closed
DW
1373
Domani Wealth
Pennsylvania
– -$203K -3,603 Closed
RIA
1374
Realta Investment Advisors
Delaware
– -$197K -3,599 Closed
AAMC
1375
Asset Allocation & Management Company
Illinois
– -$201K -3,572 Closed