We are live on ! Find out more
TFC icon

Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
1551
Autumn Glory Partners
Texas
– -$206K -3,525 Closed
CWM
1552
CCG Wealth Management
California
– -$206K -3,525 Closed
FA
1553
Fermata Advisors
California
– -$206K -3,516 Closed
PAM
1554
Private Asset Management
California
– -$206K -3,511 Closed
HA
1555
Harbor Advisors
Florida
– -$205K -3,500 Closed
WTFG
1556
Wells Trecaso Financial Group
Ohio
– -$205K -3,500 Closed
SIM
1557
SSI Investment Management
California
– -$206K -3,499 Closed
PWA
1558
Phoenix Wealth Advisors
North Carolina
– -$205K -3,495 Closed
NCM
1559
Northside Capital Management
Oregon
– -$204K -3,485 Closed
QTM
1560
qPULA Trading Management
New York
– -$204K -3,482 Closed
BWAM
1561
Boyd Watterson Asset Management
Ohio
– -$202K -3,454 Closed
RAM
1562
Roanoke Asset Management
New Jersey
– -$202K -3,447 Closed
V
1563
VeraBank
Texas
– -$201K -3,440 Closed
KFC
1564
Klingenstein Fields & Co
New York
– -$201K -3,425 Closed
WPW
1565
Warther Private Wealth
Ohio
– -$206K -3,408 Closed
NIM
1566
NuWave Investment Management
New Jersey
– -$180K -3,074 Closed
MAM
1567
Mystic Asset Management
Rhode Island
– -$127K -2,178 Closed
CF
1568
Concorde Financial
Texas
– -$72K -1,156 Closed
CWS
1569
Confluence Wealth Services
Pennsylvania
– -$67K -1,155 Closed
BAM
1570
Barrett Asset Management
New York
– -$64K -1,086 Closed
SFO
1571
Standard Family Office
South Dakota
– -$54K -930 Closed
SCM
1572
Sirios Capital Management
Massachusetts
– -$51K -879 Closed
EPM
1573
Equitec Proprietary Markets
Illinois
– -$48K -815 Closed
RPCONE
1574
Retirement Planning Company of New England
Rhode Island
– -$38K -657 Closed
SFPG
1575
Stonebridge Financial Planning Group
Florida
– -$38K -609 Closed
60 61 62
63
64