We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1001
Tortoise Investment Management
New York
$41K – – –
AP
1002
Atwood & Palmer
Missouri
$40K – – –
SFPIA
1003
Stevens First Principles Investment Advisors
California
$40K – – –
WEC
1004
Winslow Evans & Crocker
Massachusetts
$40K +$35.6K +268 +2,233%
GCM
1005
Gables Capital Management
Florida
$39K – – –
SMG
1006
Spectrum Management Group
Indiana
$38K – – –
BDWM
1007
Brewin Dolphin Wealth Management
Ireland
$37.4K -$13.3K -100 -27%
FRA
1008
Front Row Advisors
California
$37K – – –
LA
1009
Legacy Advisors
Pennsylvania
$36K +$34.6K +260 New
SFG
1010
Sage Financial Group
Pennsylvania
$35K – – –
AIM
1011
Arcadia Investment Management
Michigan
$34K – – –
MAM
1012
Marquette Asset Management
Minnesota
$33K +$31K +233 New
QC
1013
QCM Cayman
Texas
$33K +$1.35M +10,148 +91%
AIC
1014
Ameritas Investment Company
Nebraska
$32K -$195K -1,465 -87%
AWMS
1015
Advocacy Wealth Management Services
Georgia
$31K – – –
POIA
1016
Pin Oak Investment Advisors
Texas
$31K – – –
CA
1017
Crewe Advisors
Utah
$30K +$1.73K +13 +7%
KFS
1018
Kelly Financial Services
Massachusetts
$29.6K +$28.1K +211 New
ST
1019
Sageworth Trust
Pennsylvania
$29K +$27.3K +205 New
AWP
1020
Ascent Wealth Partners
New York
$28K +$26.6K +200 New
GTAM
1021
Global Trust Asset Management
Florida
$27K – – –
AWM
1022
Aevitas Wealth Management
Massachusetts
$25K -$2.53K -19 -9%
OSNBOA
1023
Old Second National Bank of Aurora
Illinois
$25K – – –
BWA
1024
BDO Wealth Advisors
Florida
$24K – – –
PGWM
1025
Parisi Gray Wealth Management
New Jersey
$24K – – –
39 40
41
42 43