We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1201
Money Concepts Capital
Florida
$554K +$5.56K +20 +1%
PWMAG
1202
Pinnacle Wealth Management Advisory Group
New Jersey
$552K +$39.7K +143 +8%
SCM
1203
Stonebridge Capital Management
California
$551K – – –
MWM
1204
Modera Wealth Management
New Jersey
$551K -$83.1K -299 -14%
OHIS
1205
Oak Harvest Investment Services
Texas
$549K – – –
MA
1206
MONECO Advisors
Connecticut
$548K +$15.6K +56 +3%
CWM
1207
Challenger Wealth Management
California
$547K -$38.6K -139 -7%
PWPS
1208
Pinnacle Wealth Planning Services
Ohio
$546K +$8.61K +31 +2%
CCB
1209
Cutter & Co Brokerage
Missouri
$545K +$40.6K +146 +9%
TA
1210
TKG Advisors
Indiana
$544K -$9.17K -33 -2%
CCA
1211
Cobblestone Capital Advisors
New York
$538K +$495K +1,783 New
CPA
1212
Cardiff Park Advisors
California
$537K -$137K -494 -22%
AA
1213
Alta Advisers
United Kingdom
$536K -$11.1K -40 -2%
IC
1214
Iconiq Capital
California
$536K -$57.5K -207 -10%
PCM
1215
Pointe Capital Management
Michigan
$535K – – –
WA
1216
Wambolt & Associates
Colorado
$535K +$52.5K +189 +12%
MCM
1217
Manchester Capital Management
Vermont
$530K -$3.06K -11 -0.6%
FDCP
1218
Foster Dykema Cabot & Partners
Massachusetts
$529K -$35.3K -127 -7%
LAI
1219
Legal Advantage Investments
California
$528K – – –
ACA
1220
Atlas Capital Advisors
Wyoming
$525K – – –
WOC
1221
West Oak Capital
California
$524K – – –
TBA
1222
Tower Bridge Advisors
Pennsylvania
$524K – – –
ABC
1223
Associated Banc-Corp
Wisconsin
$524K +$16.4K +59 +4%
FCB
1224
First County Bank
Connecticut
$522K +$22.2K +80 +5%
CT
1225
Clearstead Trust
Maine
$522K -$14.2K -51 -3%
47 48
49
50 51