We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
451
Caldwell Trust
Florida
$42K – – –
Whittier Trust
452
Whittier Trust
California
$40.6K – – –
VCM
453
Versant Capital Management
Arizona
$40.6K -$1.16K -9 -3%
CX Institutional
454
CX Institutional
Indiana
$39K +$1.03K +8 +3%
RFP
455
Root Financial Partners
California
$38.8K +$5.27K +41 +15%
NSIM
456
North Star Investment Management
Illinois
$37.7K – – –
Clearstead Advisors
457
Clearstead Advisors
Ohio
$37.3K -$90.3K -702 -70%
TFGT
458
TS Financial Group (TSFG)
Illinois
$37K – – –
TCTC Holdings
459
TCTC Holdings
Texas
$31.8K – – –
TWD
460
True Wealth Design
Ohio
$30.9K -$3.21K -25 -9%
TM
461
Torren Management
California
$30.4K +$31.1K +242 New
Blue Trust Inc
462
Blue Trust Inc
Georgia
$29.5K +$2.31K +18 +8%
HIMS
463
Hager Investment Management Services
New Hampshire
$27.1K -$5.27K -41 -16%
POIA
464
Pin Oak Investment Advisors
Texas
$26K – – –
EP
465
Elkhorn Partners
Nebraska
$25.1K -$103K -800 -80%
TFA
466
Transamerica Financial Advisors
Florida
$25K -$1.67K -13 -6%
SageView Advisory Group
467
SageView Advisory Group
California
$23.8K +$24.3K +189 New
AssetMark Inc
468
AssetMark Inc
California
$23.2K +$8.62K +67 +57%
Parallel Advisors
469
Parallel Advisors
California
$22.9K +$1.42K +11 +6%
CIAM
470
Caitong International Asset Management
Hong Kong
$22.4K +$5.66K +44 +33%
BWA
471
Basecamp Wealth Advisors
Washington
$22.1K +$22.6K +176 New
Ancora Advisors
472
Ancora Advisors
Ohio
$21.9K +$22.4K +174 New
Smithfield Trust
473
Smithfield Trust
Pennsylvania
$19K – – –
Huntington National Bank
474
Huntington National Bank
Ohio
$16.2K – – –
BSB
475
Bangor Savings Bank
Maine
$15.5K – – –