We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
876
CIM Investment Management
Pennsylvania
$690K +$1.76K +9 +0.3%
VFA
877
Valeo Financial Advisors
Indiana
$690K -$69.5K -355 -9%
SW
878
SlateStone Wealth
Florida
$690K +$31.7K +162 +5%
WA
879
Wealth Alliance
New York
$685K -$455K -2,320 -39%
MSCM
880
McElhenny Sheffield Capital Management
Texas
$679K -$109K -555 -14%
NL
881
NVWM LLC
Pennsylvania
$676K +$2.55K +13 +0.4%
NAMP
882
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$669K +$24.1K +123 +4%
ST
883
Spinnaker Trust
Maine
$667K +$17.6K +90 +3%
KCM
884
KRS Capital Management
Michigan
$661K -$23.5K -120 -3%
ADBIC
885
A.D. Beadell Investment Counsel
Wisconsin
$657K +$669K +3,415 New
ATIA
886
American Trust Investment Advisors
New Hampshire
$652K – – –
CAM
887
Columbia Asset Management
Michigan
$652K -$9.8K -50 -1%
TCM
888
Tributary Capital Management
Nebraska
$651K -$15.7K -80 -2%
CG
889
CFO4Life Group
Texas
$647K +$21.2K +108 +3%
BMCM
890
Bryn Mawr Capital Management
Pennsylvania
$646K -$4.11K -21 -0.6%
MC
891
Machina Capital
France
$645K -$233K -1,187 -26%
RFA
892
Resurgent Financial Advisors
Georgia
$643K -$3.53K -18 -0.5%
HVIA
893
Hudson Valley Investment Advisors
New York
$640K -$14.7K -75 -2%
AC
894
ASB Consultores
Florida
$634K +$9.21K +47 +1%
GWM
895
GSB Wealth Management
Connecticut
$628K +$134K +683 +26%
APA
896
Astoria Portfolio Advisors
New York
$626K +$36K +184 +6%
PPP
897
Private Portfolio Partners
New Jersey
$626K +$196 +1 +0%
HTHT
898
Hemenway Trust Hemenway Trust
New Hampshire
$624K -$33.7K -172 -5%
VCM
899
Vigilant Capital Management
Maine
$621K – – –
STA
900
Summit Trail Advisors
New York
$617K +$221K +1,128 +55%
34 35
36
37 38