We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1026
Oakworth Capital
Alabama
$180K +$26.3K +150 +17%
DSC
1027
Duncker Streett & Co
Missouri
$179K – – –
FGAM
1028
Financial Gravity Asset Management
Texas
$173K +$10.5K +60 New
JWM
1029
Janiczek Wealth Management
Colorado
$169K +$61.9K +353 +57%
HDIM
1030
Hanson & Doremus Investment Management
Vermont
$168K – – –
EW
1031
Evoke Wealth
California
$165K – – –
ME
1032
McIlrath & Eck
Washington
$154K – – –
WQ
1033
Wealth Quarterback
New Jersey
$149K +$14K +80 +10%
UAML
1034
US Asset Management LLC
Pennsylvania
$148K +$150K +854 New
EIM
1035
Essex Investment Management
Massachusetts
$138K -$876 -5 -0.6%
RCA
1036
Ranch Capital Advisors
Florida
$138K – – –
BAM
1037
Belpointe Asset Management
Nevada
$136K +$3.33K +19 +2%
LCM
1038
Logan Capital Management
Pennsylvania
$135K – – –
SSB
1039
Sandy Spring Bank
Maryland
$129K – – –
AF
1040
Advisornet Financial
Minnesota
$128K -$896K -5,114 -87%
JFGIW
1041
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$124K -$68.5K -391 -35%
CHA
1042
Carmichael Hill & Associates
Maryland
$120K – – –
CBT
1043
CoreFirst Bank & Trust
Kansas
$117K – – –
PCG
1044
Private Capital Group
Connecticut
$115K – – –
FCB
1045
First Command Bank
Texas
$113K – – –
FCFS
1046
First Command Financial Services
Texas
$113K – – –
PB
1047
Pinnacle Bancorp
Nebraska
$110K -$7.19K -41 -6%
JFA
1048
JNBA Financial Advisors
Minnesota
$110K – – –
GWSG
1049
GPS Wealth Strategies Group
Colorado
$108K – – –
MA
1050
MCF Advisors
Kentucky
$108K +$2.81K +16 +3%
40 41
42
43 44