We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1101
Mercer Capital Advisers
New Jersey
$10K +$155 +1 +2%
SIA
1102
SeaBridge Investment Advisors
New Jersey
$9K – – –
NSIM
1103
North Star Investment Management
Illinois
$9K +$8.2K +53 New
PWMG
1104
Prestige Wealth Management Group
New Jersey
$8K – – –
TFS
1105
TrustCore Financial Services
Tennessee
$8K – – –
OAJ
1106
Ogorek Anthony Joseph
New York
$7K – – –
NIC
1107
Northwest Investment Counselors
Oregon
$7K +$6.65K +43 New
EWA
1108
Evolution Wealth Advisors
Florida
$6K -$6.34K -41 -53%
BHWM
1109
Bay Harbor Wealth Management
Maryland
$6K – – –
IAS
1110
IMA Advisory Services
Colorado
$6K – – –
AM
1111
Atwater Malick
Pennsylvania
$6K +$5.88K +38 New
ANBT
1112
American National Bank & Trust
Texas
$6K +$7.27K +47 New
AA
1113
Advisory Alpha
Michigan
$5.33K +$5.26K +34 New
TI
1114
Truehand Inc
New Hampshire
$5K -$155 -1 -3%
HIM
1115
Hillsdale Investment Management
Ontario, Canada
$5K – – –
KTC
1116
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
CMBA
1117
C.M. Bidwell & Associates
Hawaii
$5K +$5.26K +34 New
FPFS
1118
First Personal Financial Services
North Carolina
$4K -$851K -5,500 -100%
PWP
1119
Personal Wealth Partners
Minnesota
$4K +$3.4K +22 New
1NWS
1120
1 North Wealth Services
Maryland
$4K +$3.56K +23 New
SQA
1121
Simon Quick Advisors
New Jersey
$3K -$7.74K -50 -70%
APC
1122
Aspire Private Capital
North Carolina
$3K – – –
EWM
1123
Elmwood Wealth Management
California
$3K – – –
GWMIA
1124
Global Wealth Management Investment Advisory
Florida
$3K – – –
PFGIA
1125
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
43 44
45
46 47