We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1351
Atlas Capital Advisors
Wyoming
$526K – – –
GIA
1352
GHP Investment Advisors
Colorado
$523K +$231K +720 +81%
ABC
1353
Associated Banc-Corp
Wisconsin
$522K -$79.9K -249 -13%
LWM
1354
LightSquare Wealth Management
Michigan
$520K +$512K +1,596 New
PWPS
1355
Pinnacle Wealth Planning Services
Ohio
$519K +$5.13K +16 +1%
TC
1356
Tannin Capital
North Carolina
$519K +$16.7K +52 +3%
FCH
1357
Freestone Capital Holdings
Washington
$519K +$35.9K +112 +8%
FMWA
1358
Forvis Mazars Wealth Advisors
Missouri
$519K -$5.13K -16 -1%
FFA
1359
Fi3 Financial Advisors
Indiana
$518K -$26.9K -84 -5%
IBOK
1360
Independence Bank of Kentucky
Kentucky
$517K -$24.1K -75 -5%
HCM
1361
Howard Capital Management
Georgia
$516K -$511K -1,594 -50%
FDCP
1362
Foster Dykema Cabot & Partners
Massachusetts
$515K – – –
NP
1363
Nilsine Partners
Colorado
$514K -$118K -368 -19%
ZF
1364
Zhang Financial
Michigan
$513K +$505K +1,573 New
SF
1365
Symphony Financial
Texas
$511K +$13.8K +43 +3%
EFG
1366
Ethos Financial Group
Pennsylvania
$507K +$153K +476 +44%
XT
1367
XTX Topco
Cayman Islands
$507K -$963K -3,003 -66%
3IP
1368
3Chopt Investment Partners
Virginia
$505K +$22.1K +69 +5%
MWM
1369
Madrid Wealth Management
New Mexico
$504K -$104K -323 -17%
HBCM
1370
Heron Bay Capital Management
Michigan
$504K – – –
TPI
1371
Trust Point Inc
Wisconsin
$504K -$7.06K -22 -1%
EFA
1372
Evernest Financial Advisors
Indiana
$502K +$59.7K +186 +14%
PAM
1373
Palisade Asset Management
Minnesota
$502K – – –
VWWMG
1374
Vermillion & White Wealth Management Group
Pennsylvania
$502K +$494K +1,540 New
AIMA
1375
Ables Iannone Moore & Associates
Georgia
$499K -$3.21K -10 -0.6%
53 54
55
56 57