We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
751
WMS Partners
Maryland
$535K +$512K +3,312 New
MMPW
752
Mitchell McLeod Pugh & Williams
Alabama
$534K +$15.9K +103 +3%
DP
753
Dearborn Partners
Illinois
$531K +$19.2K +124 +4%
PP
754
Patten & Patten
Tennessee
$524K -$78K -504 -13%
HCP
755
Holt Capital Partners
Texas
$523K -$254K -1,642 -34%
LNC
756
Lincoln National Corp
Pennsylvania
$519K +$160K +1,031 +47%
ST
757
Spinnaker Trust
Maine
$519K +$498K +3,216 New
GIA
758
Guyasuta Investment Advisors
Pennsylvania
$518K – – –
BAC
759
Boys Arnold & Co
North Carolina
$511K +$155K +1,000 +46%
ACP
760
Ashfield Capital Partners
California
$505K – – –
MFW
761
Meristem Family Wealth
Minnesota
$505K – – –
LW
762
Linscomb Wealth
Texas
$504K -$90.7K -586 -16%
IC
763
Inscription Capital
Texas
$504K +$64.5K +417 +15%
BIAS
764
Beacon Investment Advisory Services
New Jersey
$503K -$3.87K -25 -0.8%
KWM
765
Kingsview Wealth Management
Oregon
$493K +$156K +1,008 +49%
BOPW
766
Brandywine Oak Private Wealth
Pennsylvania
$491K -$5.57K -36 -1%
HC
767
Henshaw Capital
Massachusetts
$491K -$102K -658 -18%
QCG
768
Quadrant Capital Group
Ohio
$488K +$41.6K +269 +9%
CAM
769
Cresset Asset Management
Illinois
$485K +$22.6K +146 +5%
AAM
770
Aureus Asset Management
Massachusetts
$484K – – –
PTC
771
Provident Trust Company
Wisconsin
$484K +$464K +3,000 New
WWM
772
Western Wealth Management
Colorado
$481K +$234K +1,511 +103%
HH
773
Hilltop Holdings
Texas
$480K +$2.94K +19 +0.6%
SA
774
Strategic Advisors
New York
$476K +$457K +2,951 New
IA
775
IFP Advisors
Florida
$476K +$458K +2,963 New
29 30
31
32 33