We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
876
Alphinity Investment Management
Australia
$548K +$520K +2,561 New
RFA
877
RTD Financial Advisors
Pennsylvania
$544K -$97.3K -479 -16%
1W
878
1776 Wealth
Georgia
$544K +$23.8K +117 +5%
P
879
Pitcairn
Pennsylvania
$542K +$113K +558 +28%
1SB
880
1ST Source Bank
Indiana
$541K +$18.7K +92 +4%
BHC
881
Bowen Hanes & Co
Florida
$537K – – –
CCG
882
Cypress Capital Group
Florida
$537K +$29.7K +146 +6%
MMPW
883
Mitchell McLeod Pugh & Williams
Alabama
$535K +$14.6K +72 +3%
NEGWA
884
New England Guild Wealth Advisors
Connecticut
$533K – – –
CWM
885
Congress Wealth Management
Massachusetts
$532K +$5.49K +27 +1%
PCP
886
Proficio Capital Partners
Massachusetts
$530K +$93.1K +458 +23%
LCM
887
LRT Capital Management
Texas
$528K +$502K +2,468 New
DGI
888
Disciplined Growth Investors
Minnesota
$527K -$98.8K -486 -16%
PFBT
889
Parkside Financial Bank & Trust
Missouri
$524K +$24K +118 +5%
FMB
890
Field & Main Bank
Kentucky
$520K +$117K +575 +31%
IBOK
891
Independence Bank of Kentucky
Kentucky
$520K +$155K +765 +46%
TC
892
TownSquare Capital
Utah
$517K -$658K -3,237 -57%
EHC
893
Everett Harris & Co
California
$517K – – –
EWA
894
Encompass Wealth Advisors
Oregon
$515K – – –
VBCG
895
Valley Brook Capital Group
Pennsylvania
$515K – – –
IWA
896
Intercontinental Wealth Advisors
Texas
$513K -$813 -4 -0.2%
FCH
897
Freestone Capital Holdings
Washington
$509K +$249K +1,223 +106%
FCCM
898
First City Capital Management
Georgia
$508K -$5.08K -25 -1%
VC
899
Vicus Capital
Pennsylvania
$506K -$24.6K -121 -5%
CWA
900
Clearview Wealth Advisors
Oregon
$503K +$38.2K +188 +9%
34 35
36
37 38