We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
1176
YANKCOM Partnership
South Dakota
$579K +$595K +2,095 New
FNBT
1177
FineMark National Bank & Trust
Florida
$578K -$36.3K -128 -6%
CPC
1178
Cookson Peirce & Co
Pennsylvania
$576K -$11.1K -39 -2%
EGA
1179
E&G Advisors
Texas
$575K -$56.8K -200 -9%
SCA
1180
Sandy Cove Advisors
Massachusetts
$572K +$36.9K +130 +7%
GWP
1181
Gen-Wealth Partners
Michigan
$569K -$13.6K -48 -2%
CJL
1182
Cyrus J. Lawrence
New York
$567K +$13.3K +47 +2%
MFA
1183
Mayflower Financial Advisors
Massachusetts
$567K -$17.9K -63 -3%
MA
1184
Mutual Advisors
Nebraska
$567K +$120K +421 +26%
SFS
1185
Strategic Financial Services
New York
$566K +$42.6K +150 +8%
BI
1186
Bolthouse Investments
California
$566K +$582K +2,050 New
BWP
1187
BSW Wealth Partners
Colorado
$564K -$26.7K -94 -4%
AWA
1188
Arkadios Wealth Advisors
Georgia
$564K -$175K -616 -23%
VFIC
1189
Valley Forge Investment Consultants
Pennsylvania
$562K – – –
CTC
1190
Cetera Trust Company
Minnesota
$555K -$5.68K -20 -1%
ST
1191
Sentinel Trust
Texas
$555K +$83.8K +295 +17%
CPIG
1192
Chicago Partners Investment Group
Illinois
$554K +$17K +60 +3%
CC
1193
Centiva Capital
New York
$550K -$7.04M -24,781 -93%
EWM
1194
Empirical Wealth Management
Washington
$548K +$174K +614 +45%
IC
1195
Iconiq Capital
California
$548K +$287K +1,010 +104%
DP
1196
Dearborn Partners
Illinois
$544K +$48K +169 +9%
AG
1197
AlTi Global
New York
$544K +$1.99K +7 +0.4%
1WA
1198
180 Wealth Advisors
Washington
$542K +$557K +1,960 New
BEAM
1199
Baker Ellis Asset Management
Washington
$541K +$7.1K +25 +1%
CWM
1200
Challenger Wealth Management
California
$539K +$554K +1,952 New
46 47
48
49 50