We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1351
Convergence Investment Partners
Florida
$272K -$1.23K -5 -0.5%
AL
1352
Aspiriant LLC
California
$271K +$17.2K +70 +7%
OL
1353
OneFund LLC
Florida
$271K -$6.88K -28 -3%
EM
1354
Excalibur Management
Massachusetts
$271K – – –
FBT
1355
First Bank & Trust
South Dakota
$270K +$7.38K +30 +3%
SC
1356
Sapient Capital
Indiana
$270K -$71.1K -289 -22%
IAN
1357
Integrated Advisors Network
Texas
$269K -$29.8K -121 -10%
V
1358
VeraBank
Texas
$269K – – –
TWA
1359
TCI Wealth Advisors
Arizona
$269K +$3.44K +14 +1%
CA
1360
Cornerstone Advisory
Maryland
$268K +$8.36K +34 +3%
MIS
1361
Morningstar Investment Services
Illinois
$268K -$784K -3,189 -75%
BCG
1362
Breakwater Capital Group
New Jersey
$268K +$5.66K +23 +2%
PL
1363
Parthenon LLC
Kentucky
$266K – – –
NG
1364
Northstar Group
New York
$266K -$2.95K -12 -1%
MCCA
1365
Mill Creek Capital Advisors
Pennsylvania
$265K +$3.44K +14 +1%
FA
1366
Financial Advisors
Massachusetts
$264K – – –
NEPPG
1367
New England Professional Planning Group
Rhode Island
$264K +$250K +1,018 New
VAS
1368
Vestmark Advisory Solutions
Massachusetts
$262K -$146K -593 -37%
AM
1369
Atwater Malick
Pennsylvania
$262K – – –
QWP
1370
Quotient Wealth Partners
Texas
$262K +$10.8K +44 +5%
PAM
1371
Palisade Asset Management
Minnesota
$260K -$114K -463 -32%
BFA
1372
Bragg Financial Advisors
North Carolina
$260K +$247K +1,003 New
RC
1373
RBF Capital
California
$259K – – –
AWM
1374
Angeles Wealth Management
California
$259K +$246K +999 New
DSC
1375
Duncker Streett & Co
Missouri
$257K +$237K +963 +3,321%
53 54
55
56 57