We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1176
PFG Investments
New York
$767K +$29.8K +93 +4%
GIM
1177
Goelzer Investment Management
Indiana
$766K +$134K +418 +22%
BHBT
1178
Burke & Herbert Bank & Trust
Virginia
$765K +$3.21K +10 +0.4%
AF
1179
Advisornet Financial
Minnesota
$764K -$1.93K -6 -0.3%
CAMG
1180
CWA Asset Management Group
Florida
$758K +$14.4K +45 +2%
BWP
1181
BSW Wealth Partners
Colorado
$756K +$67.4K +210 +10%
DWM
1182
Destination Wealth Management
California
$756K +$516K +1,607 +225%
FCA
1183
FLC Capital Advisors
California
$754K – – –
SRS
1184
Strong Retirement Solutions
Washington
$751K -$183K -569 -20%
FWP
1185
Firethorn Wealth Partners
Georgia
$750K +$70.3K +219 +11%
MIC
1186
Means Investment Company
Maine
$750K +$321 +1 +0%
NG
1187
Norden Group
Utah
$749K +$54.5K +170 +8%
TW
1188
ticino wealth
California
$748K -$464K -1,445 -41%
WKWM
1189
Walter & Keenan Wealth Management
Indiana
$748K +$11.9K +37 +2%
CAM
1190
Cidel Asset Management
Ontario, Canada
$748K +$93.4K +291 +15%
SA
1191
Sunesis Advisors
Kansas
$747K -$61.3K -191 -8%
AT
1192
American Trust
Kentucky
$746K -$26.3K -82 -3%
FF
1193
Farrell Financial
New York
$745K +$2.57K +8 +0.4%
CIA
1194
Covington Investment Advisors
Pennsylvania
$744K – – –
GC
1195
Grimes & Company
Massachusetts
$743K +$18.3K +57 +3%
AWC
1196
Abundance Wealth Counselors
Pennsylvania
$742K +$731K +2,277 New
VCM
1197
Voleon Capital Management
California
$740K -$7.1M -22,122 -91%
IIC
1198
Ironwood Investment Counsel
Arizona
$738K -$11.2K -35 -2%
E
1199
Evansbrook
Illinois
$736K +$724K +2,258 New
CFFP
1200
Center for Financial Planning
Michigan
$735K +$14.4K +45 +2%
46 47
48
49 50