We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1351
Atwood & Palmer
Missouri
$8.74K – – –
M
1352
MOTCO
Texas
$8.66K – – –
IHWM
1353
Iron Horse Wealth Management
Iowa
$8.63K – – –
SNB
1354
Security National Bank
Nebraska
$8.35K – – –
SHIM
1355
Stone House Investment Management
Pennsylvania
$8.24K -$3.74K -99 -32%
FPFS
1356
First Personal Financial Services
North Carolina
$7.77K -$2.91K -77 -28%
PCMC
1357
Planning Capital Management Corporation
Pennsylvania
$7.58K – – –
CIAS
1358
CBIZ Investment Advisory Services
Ohio
$7.17K +$1.13K +30 +19%
FFO
1359
Fortitude Family Office
Arizona
$6.99K +$1.77K +47 +35%
S
1360
Sachetta
Massachusetts
$6.88K -$1.09K -29 -16%
PMFA
1361
Plante Moran Financial Advisors
Michigan
$6.72K – – –
HCM
1362
Hollencrest Capital Management
California
$6.53K – – –
TWP
1363
Triad Wealth Partners
Kansas
$6.41K +$6.23K +165 New
CB
1364
Centennial Bank
Arkansas
$6.25K -$5.21K -138 -46%
KFI
1365
Key Financial Inc
Pennsylvania
$6.06K – – –
ACM
1366
Anfield Capital Management
California
$6.02K +$5.86K +155 New
MFA
1367
McClarren Financial Advisors
Pennsylvania
$6K -$3.1K -82 -52%
AW
1368
Avion Wealth
Texas
$6K +$2.19K +58 +49%
FGA
1369
Fortis Group Advisors
New Jersey
$5.83K – – –
GG
1370
Gleason Group
Kentucky
$5.83K +$5.67K +150 New
KCM
1371
Kodai Capital Management
Illinois
$5.67K +$5.51K +146 New
CPG
1372
Cornerstone Planning Group
New Jersey
$5.47K +$416 +11 +9%
HWP
1373
Highline Wealth Partners
California
$5.36K +$5.21K +138 New
DF
1374
Dunhill Financial
United Kingdom
$5.15K +$113 +3 +2%
HFS
1375
Hantz Financial Services
Michigan
$5K -$4.19K -111 -45%
53 54
55
56 57