We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
751
Gilliland Jeter Wealth Management
Arkansas
$1.67M -$38.8K -151 -2%
CC
752
Centiva Capital
New York
$1.67M -$965K -3,758 -36%
WTC
753
WhitTier Trust Company
Nevada
$1.66M -$85K -331 -5%
BWM
754
BKM Wealth Management
Wisconsin
$1.65M +$166K +648 +11%
CWM
755
Cordatus Wealth Management
Pennsylvania
$1.65M -$6.16K -24 -0.4%
UOTTAIMCU
756
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.64M +$1.61M +6,275 +3,826%
WHG
757
Westwood Holdings Group
Texas
$1.64M -$2.23M -8,680 -57%
WQ
758
Wealth Quarterback
New Jersey
$1.64M +$291K +1,135 +22%
CIC
759
Chase Investment Counsel
Virginia
$1.63M – – –
DFA
760
Delta Financial Advisors
Louisiana
$1.62M -$2.83K -11 -0.2%
EWA
761
EP Wealth Advisors
California
$1.62M +$704K +2,743 +76%
MP
762
McDonald Partners
Ohio
$1.61M +$385K +1,498 +31%
DTC
763
Davidson Trust Company
Washington
$1.61M -$314K -1,223 -16%
FTWA
764
Fifth Third Wealth Advisors
Ohio
$1.61M +$914K +3,558 +130%
IAS
765
Insigneo Advisory Services
Florida
$1.61M -$170K -661 -10%
IGAM
766
iA Global Asset Management
Quebec, Canada
$1.6M -$546K -2,127 -25%
AIM
767
Alphinity Investment Management
Australia
$1.6M +$300K +1,169 +23%
CCP
768
Cunning Capital Partners
North Carolina
$1.6M – – –
CNBT
769
Canandaigua National Bank & Trust
New York
$1.57M -$113K -439 -7%
LBWM
770
Left Brain Wealth Management
Illinois
$1.57M +$22.1K +86 +1%
TRIA
771
Trail Ridge Investment Advisors
Colorado
$1.56M – – –
GIA
772
Guyasuta Investment Advisors
Pennsylvania
$1.56M – – –
PA
773
Procyon Advisors
Connecticut
$1.56M +$1.12M +4,345 +244%
RC
774
Roundview Capital
New Jersey
$1.56M +$53.2K +207 +3%
TDC
775
Thompson Davis & Co
Virginia
$1.56M -$10.3K -40 -0.6%
29 30
31
32 33