We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
826
JT Stratford LLC
Georgia
$867K +$230K +1,137 +38%
CFA
827
CWS Financial Advisors
Michigan
$864K -$22.4K -111 -3%
MG
828
Mather Group
Illinois
$860K +$43.9K +217 +6%
STA
829
Summit Trail Advisors
New York
$858K +$185K +914 +29%
SFSG
830
Sound Financial Strategies Group
Mississippi
$856K +$831K +4,113 New
TCA
831
Transcend Capital Advisors
New Jersey
$856K -$27.9K -138 -3%
TPA
832
Trivium Point Advisory
Connecticut
$856K +$116K +575 +16%
HCA
833
Harbour Capital Advisors
Virginia
$855K -$4.04K -20 -0.5%
APWM
834
Atlas Private Wealth Management
New York
$850K +$7.48K +37 +0.9%
BIC
835
Beach Investment Counsel
Pennsylvania
$849K – – –
PWM
836
Perigon Wealth Management
California
$844K -$15.8K -78 -2%
FAIM
837
Financial Advocates Investment Management
Washington
$839K +$6.87K +34 +0.9%
EFS
838
Essex Financial Services
Connecticut
$839K -$39.6K -196 -5%
BCP
839
Blackhawk Capital Partners
Wisconsin
$834K +$19.4K +96 +2%
IIM
840
InTrack Investment Management
Vermont
$833K – – –
ADBIC
841
A.D. Beadell Investment Counsel
Wisconsin
$832K +$118K +585 +17%
DWM
842
Dakota Wealth Management
Florida
$827K +$470K +2,327 +142%
FA
843
FC Advisory
Pennsylvania
$825K – – –
FFWA
844
FRG Family Wealth Advisors
Washington
$825K -$6.07K -30 -0.8%
MA
845
Montag & Associates
Georgia
$823K -$1.42K -7 -0.2%
CIC
846
Chase Investment Counsel
Virginia
$820K +$796K +3,940 New
VFA
847
Valeo Financial Advisors
Indiana
$815K +$66.9K +331 +9%
MNBTD
848
Moody National Bank Trust Division
Texas
$812K -$24.9K -123 -3%
HW
849
Hancock Whitney
Mississippi
$806K -$32.7K -162 -4%
BOH
850
Bank of Hawaii
Hawaii
$803K -$10.5K -52 -1%
32 33
34
35 36