We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1126
Focus Partners Advisor Solutions
Missouri
$218K +$30.8K +162 +16%
PPG
1127
Peak Planning Group
Colorado
$217K -$14.8K -78 -6%
KTC
1128
Kistler-Tiffany Companies
Pennsylvania
$217K – – –
MLL
1129
Moody Lynn & Lieberson
Massachusetts
$216K -$3.16M -16,665 -93%
KIC
1130
Kensington Investment Counsel
California
$216K – – –
SSW
1131
Smith Shellnut Wilson
Mississippi
$215K +$18.6K +98 +9%
PL
1132
Parthenon LLC
Kentucky
$214K – – –
BFS
1133
Bickling Financial Services
Massachusetts
$214K +$760 +4 +0.3%
STA
1134
Summit Trail Advisors
New York
$214K +$11.2K +59 +5%
HFM
1135
Hartford Funds Management
Pennsylvania
$214K +$223K +1,176 New
VHAM
1136
Van Hulzen Asset Management
California
$212K -$3.3M -17,373 -94%
CCG
1137
Cypress Capital Group
Florida
$212K -$235K -1,235 -51%
EFG
1138
Everhart Financial Group
Ohio
$209K -$1.33K -7 -0.6%
OC
1139
Oakworth Capital
Alabama
$209K – – –
FDCC
1140
Foster Dykema Cabot & Co
Massachusetts
$208K – – –
AP
1141
Appleton Partners
Massachusetts
$207K – – –
ECM
1142
Elgethun Capital Management
South Dakota
$204K +$212K +1,119 New
ACM
1143
Advisors Capital Management
New Jersey
$203K -$107K -564 -36%
RMCM
1144
Reynders McVeigh Capital Management
Massachusetts
$203K -$54.3K -286 -20%
MSAM
1145
Moloney Securities Asset Management
Missouri
$203K – – –
SA
1146
Syntax Advisors
New York
$203K +$19.4K +102 +10%
VCG
1147
Vantage Consulting Group
Virginia
$203K +$19.4K +102 +10%
MAM
1148
McLean Asset Management
Virginia
$202K – – –
MAG
1149
Mayfair Advisory Group
Alabama
$202K +$205K +1,077 New
FWP
1150
Firethorn Wealth Partners
Georgia
$201K -$9.49K -50 -4%
44 45
46
47 48