We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1376
Nicolet Advisory Services
Wisconsin
$367K -$41.8K -152 -11%
SFMG
1377
Sage Financial Management Group
Virginia
$367K – – –
DA
1378
Denali Advisors
California
$367K +$358K +1,300 New
TFA
1379
Transamerica Financial Advisors
Florida
$367K -$53.7K -195 -13%
NFA
1380
Northern Financial Advisors
Michigan
$366K -$12.4K -45 -3%
OAM
1381
Oxford Asset Management
United Kingdom
$362K +$353K +1,284 New
SA
1382
Strategic Advisors
New York
$362K -$9.63K -35 -3%
CA
1383
Cornerstone Advisory
Maryland
$362K +$1.38K +5 +0.4%
BAWM
1384
Bennett Associates Wealth Management
Pennsylvania
$359K +$350K +1,273 New
MAM
1385
Mainsail Asset Management
Alabama
$358K +$349K +1,267 New
MAWA
1386
Moss Adams Wealth Advisors
Washington
$357K -$17.9K -65 -5%
BPC
1387
Banque Pictet & Cie
Switzerland
$357K -$110K -400 -24%
SPC
1388
Spirepoint Private Client
Florida
$357K +$21.7K +79 +7%
KCM
1389
Kathmere Capital Management
Pennsylvania
$356K -$3.03K -11 -0.9%
TAM
1390
Titleist Asset Management
Texas
$356K +$2.48K +9 +0.7%
VC
1391
Vicus Capital
Pennsylvania
$354K -$26.7K -97 -7%
WC
1392
Wynn Capital
Georgia
$353K – – –
ST
1393
Sentinel Trust
Texas
$353K -$125K -455 -27%
BWP
1394
Burling Wealth Partners
Illinois
$353K -$24.8K -90 -7%
SIM
1395
Stratos Investment Management
Ohio
$352K -$24.8K -90 -7%
QWM
1396
Quaker Wealth Management
New Jersey
$352K – – –
PCP
1397
Proficio Capital Partners
Massachusetts
$352K -$433K -1,574 -56%
SCM
1398
Sterling Capital Management
North Carolina
$351K +$550 +2 +0.2%
PWMG
1399
Prestige Wealth Management Group
New Jersey
$351K +$826 +3 +0.2%
SOW
1400
State of Wyoming
Wyoming
$351K -$31.1K -113 -8%
54 55
56
57 58