CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1201
Wakefield Asset Management
Colorado
$557K +$513K +1,846 New
MCC
1202
Money Concepts Capital
Florida
$554K +$5.56K +20 +1%
PWMAG
1203
Pinnacle Wealth Management Advisory Group
New Jersey
$552K +$39.7K +143 +8%
SCM
1204
Stonebridge Capital Management
California
$551K – – –
MWM
1205
Modera Wealth Management
New Jersey
$551K -$83.1K -299 -14%
OHIS
1206
Oak Harvest Investment Services
Texas
$549K – – –
MA
1207
MONECO Advisors
Connecticut
$548K +$15.6K +56 +3%
CWM
1208
Challenger Wealth Management
California
$547K -$38.6K -139 -7%
PWPS
1209
Pinnacle Wealth Planning Services
Ohio
$546K +$8.61K +31 +2%
CCB
1210
Cutter & Co Brokerage
Missouri
$545K +$40.6K +146 +9%
TA
1211
TKG Advisors
Indiana
$544K -$9.17K -33 -2%
CCA
1212
Cobblestone Capital Advisors
New York
$538K +$495K +1,783 New
CPA
1213
Cardiff Park Advisors
California
$537K -$137K -494 -22%
AA
1214
Alta Advisers
United Kingdom
$536K -$11.1K -40 -2%
IC
1215
Iconiq Capital
California
$536K -$57.5K -207 -10%
PCM
1216
Pointe Capital Management
Michigan
$535K – – –
WA
1217
Wambolt & Associates
Colorado
$535K +$52.5K +189 +12%
MCM
1218
Manchester Capital Management
Vermont
$530K -$3.06K -11 -0.6%
FDCP
1219
Foster Dykema Cabot & Partners
Massachusetts
$529K -$35.3K -127 -7%
LAI
1220
Legal Advantage Investments
California
$528K – – –
ACA
1221
Atlas Capital Advisors
Wyoming
$525K – – –
WOC
1222
West Oak Capital
California
$524K – – –
TBA
1223
Tower Bridge Advisors
Pennsylvania
$524K – – –
ABC
1224
Associated Banc-Corp
Wisconsin
$524K +$16.4K +59 +4%
FCB
1225
First County Bank
Connecticut
$522K +$22.2K +80 +5%
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