We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
976
Savior LLC
Massachusetts
$17K – – –
SWM
977
Sugarloaf Wealth Management
Georgia
$17K – – –
JWM
978
Janiczek Wealth Management
Colorado
$16K +$8.42K +67 +97%
AP
979
Atwood & Palmer
Missouri
$15K – – –
TFS
980
TrustCore Financial Services
Tennessee
$15K – – –
WCG
981
Weaver Consulting Group
California
$15K – – –
AWA
982
Arkadios Wealth Advisors
Georgia
$14.9K – – –
CAL
983
Capital Analysts LLC
Pennsylvania
$14K -$2.41M -19,149 -99%
AW
984
Avion Wealth
Texas
$14K – – –
GWS
985
Glassman Wealth Services
Virginia
$14K +$4.77K +38 +46%
CPW
986
Catalyst Private Wealth
California
$14K +$15.2K +121 New
AWM
987
AllSquare Wealth Management
New York
$13K – – –
RIM
988
Rockbridge Investment Management
New York
$13K – – –
VIMU
989
Veritas Investment Management (UK)
United Kingdom
$13K – – –
CCM
990
Copeland Capital Management
Pennsylvania
$13K +$13.7K +109 New
PFSC
991
Peoples Financial Services Corp
Pennsylvania
$12K -$27.3K -217 -68%
LWANC
992
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
CA
993
Crewe Advisors
Utah
$11K +$12.4K +99 New
FP
994
Financial Perspectives
Minnesota
$10.9K – – –
AIM
995
Anchor Investment Management
South Carolina
$10.5K -$2.13K -17 -16%
GI
996
Gradient Investments
Minnesota
$10K +$126 +1 +1%
EWA
997
Evolution Wealth Advisors
Florida
$10K +$2.13K +17 +26%
NFSG
998
Newbridge Financial Services Group
Florida
$10K +$10.7K +85 New
TFM
999
TFC Financial Management
Massachusetts
$10K +$10.8K +86 New
RWM
1000
Raffa Wealth Management
District of Columbia
$9.41K – – –
38 39
40
41 42