We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1501
Segment Wealth Management
Texas
– -$304K -5,366 Closed
FCH
1502
Freestone Capital Holdings
Washington
– -$301K -5,305 Closed
SM
1503
Sciencast Management
New Jersey
– -$291K -5,292 Closed
FIB
1504
First Interstate Bank
Montana
– -$296K -5,223 Closed
KCIA
1505
Kingsbury Capital Investment Advisors
Illinois
– -$293K -5,159 Closed
MW
1506
MBL Wealth
North Carolina
– -$281K -4,964 Closed
HPIA
1507
Hamilton Point Investment Advisors
North Carolina
– -$279K -4,915 Closed
HFP
1508
Holistic Financial Partners
Indiana
– -$274K -4,826 Closed
PP
1509
Paloma Partners
Connecticut
– -$235K -4,763 Closed
BCA
1510
Bay Colony Advisors
Massachusetts
– -$258K -4,548 Closed
CG
1511
CFO4Life Group
Texas
– -$250K -4,416 Closed
WA
1512
Waverly Advisors
Alabama
– -$250K -4,413 Closed
CWM
1513
Cahaba Wealth Management
Georgia
– -$211K -4,380 Closed
CCA
1514
Childress Capital Advisors
Texas
– -$248K -4,348 Closed
CC
1515
Commons Capital
Massachusetts
– -$245K -4,320 Closed
CPA
1516
Capital Planning Advisors
California
– -$242K -4,269 Closed
TFA
1517
Teamwork Financial Advisors
Texas
– -$242K -4,263 Closed
PM
1518
Parametrica Management
Hong Kong
– -$239K -4,217 Closed
NC
1519
NovaPoint Capital
Georgia
– -$236K -4,169 Closed
RFA
1520
Resurgent Financial Advisors
Georgia
– -$234K -4,126 Closed
EWM
1521
Empirical Wealth Management
Washington
– -$233K -4,113 Closed
PWP
1522
Principle Wealth Partners
Connecticut
– -$232K -4,094 Closed
TAM
1523
Townsend Asset Management
North Carolina
– -$230K -4,055 Closed
LCM
1524
Liberty Capital Management
Michigan
– -$229K -4,036 Closed
CWM
1525
Circle Wealth Management
New Jersey
– -$227K -4,003 Closed
59 60
61
62 63