We are live on ! Find out more
TFC icon

Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1651
Mascoma Wealth Management
New Hampshire
$1.38K +$1.29K +28 New
WWA
1652
Wealth Watch Advisors
Colorado
$1.33K -$1.24K -27 -50%
FNWA
1653
Financial Network Wealth Advisors
Utah
$1.28K – – –
KPP
1654
Kings Path Partners
Texas
$1.23K – – –
LGWM
1655
Litman Gregory Wealth Management
California
$1.18K +$1.1K +24 New
NL
1656
NorthAvenue LLC
Ohio
$1.03K +$967 +21 New
TBFA
1657
Three Bearings Fiduciary Advisors
New Hampshire
$1.03K +$921 +20 New
HFM
1658
Harvest Fund Management
China
$1K – – –
AWA
1659
Acumen Wealth Advisors
Tennessee
$886 +$829 +18 New
ITIM
1660
Indiana Trust & Investment Management
Indiana
$787 +$737 +16 New
LIA
1661
Luken Investment Analytics
Tennessee
$738 +$691 +15 New
DCM
1662
Davis Capital Management
Florida
$591 – – –
SA
1663
Seneschal Advisors
Washington
$591 – – –
YDMI
1664
Y.D. More Investments
Israel
$513 -$42.5K -923 -22%
DFA
1665
DHJJ Financial Advisors
Illinois
$493 – – –
WBC
1666
West Branch Capital
Massachusetts
$345 – – –
CA
1667
Crewe Advisors
Utah
$345 +$322 +7 New
GFA
1668
Godfrey Financial Associates
New York
$197 +$184 +4 New
LSA
1669
Leonteq Securities AG
Switzerland
$98 – – –
OC
1670
Optima Capital
Oregon
$49 +$46 +1 New
ACL
1671
Azora Capital LP
Florida
– -$115M -2,524,440 Closed
AL
1672
Appaloosa LP
New Jersey
– -$63.4M -1,387,500 Closed
CLGM
1673
Capitolis Liquid Global Markets
New York
– -$30.4M -665,900 Closed
Kovitz Investment Group Partners
1674
Kovitz Investment Group Partners
Illinois
– -$14.1M -308,820 Closed
JF
1675
Jump Financial
Illinois
– -$11.5M -251,584 Closed