We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
1176
Delta Investment Management
California
$629K +$10.4K +36 +2%
BCM
1177
Brookstone Capital Management
Illinois
$626K +$235K +815 +61%
EFG
1178
Everhart Financial Group
Ohio
$623K +$51.8K +180 +9%
TPI
1179
Trust Point Inc
Wisconsin
$622K +$276K +960 +81%
PMSA
1180
Patrick M. Sweeney & Associates
Illinois
$617K +$15.8K +55 +3%
TWP
1181
Triad Wealth Partners
Kansas
$616K +$612K +2,127 New
YP
1182
YANKCOM Partnership
South Dakota
$616K +$14.7K +51 +2%
BWM
1183
Baron Wealth Management
Michigan
$614K +$15K +52 +3%
CAM
1184
Cidel Asset Management
Ontario, Canada
$614K -$19.9K -69 -3%
PK
1185
Pflug Koory
Nebraska
$614K +$75.7K +263 +14%
SVWAG
1186
Sound View Wealth Advisors Group
Georgia
$613K +$62.4K +217 +11%
SCA
1187
Sandy Cove Advisors
Massachusetts
$611K +$863 +3 +0.1%
GWM
1188
Graybill Wealth Management
Illinois
$611K – – –
CFM
1189
Catalyst Funds Management
Australia
$608K +$138K +480 +30%
AWA
1190
Aaron Wealth Advisors
Illinois
$605K +$58.1K +202 +11%
IFG
1191
Independent Financial Group
California
$605K +$863 +3 +0.1%
HIA
1192
Harbor Investment Advisory
Maryland
$605K +$7.77K +27 +1%
FDCP
1193
Foster Dykema Cabot & Partners
Massachusetts
$603K +$95K +330 +19%
EGA
1194
E&G Advisors
Texas
$603K – – –
GXJ
1195
Global X Japan
Japan
$601K -$56.1K -195 -9%
CS
1196
Crescent Sterling
Louisiana
$598K +$195K +678 +49%
SAG
1197
SageView Advisory Group
California
$597K +$646K +2,244 New
CPA
1198
Cardiff Park Advisors
California
$597K +$81.2K +282 +16%
CPWA
1199
Cerro Pacific Wealth Advisors
California
$595K -$80K -278 -12%
BI
1200
Bolthouse Investments
California
$594K – – –
46 47
48
49 50