Chubb

CB

Capitalización de mercado USD 139 mil M

#	Nombre	Posición	Valor operado	Cambio en acciones	Cambio en la participación
2001	NEWAS 2001 N.E.W. Advisory Services De Pere, Wisconsin	USD 40.1 k	+USD 3.26 k	+10	+9%
2002	2002 Valued Wealth Advisors Holladay, Utah	USD 40 k	+USD 2.94 k	+9	+8%
2003	2003 IMA Advisory Services Denver, Colorado	USD 40 k	-USD 1.63 k	-5	-4%
2004	2004 Hickory Point Bank & Trust Decatur, Illinois	USD 39.2 k	–	–	–
2005	2005 Vision Retirement Ridgewood, New Jersey	USD 39.2 k	+USD 3.59 k	+11	+11%
2006	2006 Meeder Asset Management Dublin, Ohio	USD 38.2 k	-USD 2.36 M	-7,243	-98%
2007	2007 Cherry Tree Wealth Management Minnetonka, Minnesota	USD 38.2 k	–	–	–
2008	2008 SOA Wealth Advisors New York	USD 38.2 k	–	–	–
2009	2009 Hollencrest Capital Management Newport Beach, California	USD 37.5 k	-USD 17 k	-52	-32%
2010	FP 2010 Financial Perspectives Minneapolis, Minnesota	USD 37.1 k	–	–	–
2011	2011 Ares Financial Consulting Calabasas, California	USD 37.1 k	+USD 1.63 k	+5	+5%
2012	MIM 2012 Meridiem Investment Management London, United Kingdom	USD 36.8 k	–	–	–
2013	2013 Crewe Advisors Salt Lake City, Utah	USD 36.5 k	+USD 8.15 k	+25	+30%
2014	2014 Kozak & Associates Highlands Ranch, Colorado	USD 36.2 k	+USD 979	+3	+3%
2015	KFP 2015 Kerr Financial Planning Fresno, California	USD 34.8 k	–	–	–
2016	2016 West Paces Advisors Atlanta, Georgia	USD 34.8 k	+USD 33.3 k	+102	Nuevas
2017	2017 Financial Consulate Hunt Valley, Maryland	USD 34.4 k	+USD 5.22 k	+16	+19%
2018	2018 Kelleher Financial Advisors New York	USD 34.4 k	+USD 32.9 k	+101	Nuevas
2019	2019 Philadelphia Investment Partners Voorhees, New Jersey	USD 34.1 k	–	–	–
2020	2020 Cedar Mountain Advisors Lake Oswego, Oregon	USD 34.1 k	+USD 2.94 k	+9	+10%
2021	2021 Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	USD 34 k	–	–	–
2022	2022 Silicon Valley Capital Partners San Jose, California	USD 33.3 k	+USD 22.5 k	+69	+238%
2023	AT 2023 Arlington Trust Birmingham, Alabama	USD 32.7 k	–	–	–
2024	AWM 2024 Aberdeen Wealth Management Lake Bluff, Illinois	USD 32.7 k	+USD 31.3 k	+96	Nuevas
2025	2025 Investors Research Corp Atlanta, Georgia	USD 32.4 k	-USD 15.3 k	-47	-33%

Chubb CB Capitalización de mercado USD 139 mil M

Chubb

CB

Capitalización de mercado USD 139 mil M