We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1076
CFO4Life Group
Texas
$833K +$16.1K +56 +2%
RA
1077
Ransom Advisory
Rhode Island
$833K – – –
WA
1078
Wealth Alliance
New York
$826K +$41.4K +144 +5%
NL
1079
NVWM LLC
Pennsylvania
$826K -$4.03K -14 -0.5%
MWM
1080
Modern Wealth Management
Kansas
$824K +$109K +380 +15%
MA
1081
MJP Associates
Connecticut
$822K +$130K +451 +19%
SWM
1082
Segment Wealth Management
Texas
$820K +$24.5K +85 +3%
PCP
1083
Proficio Capital Partners
Massachusetts
$817K +$17.8K +62 +2%
CP
1084
Canopy Partners
Ohio
$816K -$585K -2,033 -42%
RPC
1085
Rossmore Private Capital
Connecticut
$812K +$9.78K +34 +1%
PL
1086
Plancorp LLC
Missouri
$812K +$79.4K +276 +11%
UAS
1087
United Asset Strategies
New York
$807K -$72.2K -251 -8%
LFA
1088
Legacy Financial Advisors
Kentucky
$803K +$12.9K +45 +2%
MIM
1089
Merrion Investment Management
New Jersey
$803K – – –
MA
1090
Mutual Advisors
Nebraska
$801K +$221K +767 +35%
EDRH
1091
Edmond de Rothschild Holding
Switzerland
$797K +$345K +1,200 +77%
NCM
1092
Northside Capital Management
Oregon
$796K +$790K +2,746 New
IC
1093
Iconiq Capital
California
$795K +$279K +968 +55%
LI
1094
LRI Investments
Florida
$794K -$2.59K -9 -0.3%
SWM
1095
SeaCrest Wealth Management
New York
$792K +$15.3K +53 +2%
MLM
1096
Mount Lucas Management
Pennsylvania
$790K -$1.08M -3,760 -58%
HW
1097
Hamilton Wealth
California
$788K -$212K -737 -21%
SFSG
1098
Sound Financial Strategies Group
Mississippi
$787K -$863 -3 -0.1%
1W
1099
1776 Wealth
Georgia
$786K +$2.01K +7 +0.3%
AC
1100
AXQ Capital
New Jersey
$782K -$191K -664 -20%
42 43
44
45 46