We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1501
First American Trust
California
$372K +$18.6K +58 +5%
FWP
1502
FAS Wealth Partners
Kansas
$372K +$5.13K +16 +1%
SHIM
1503
Stone House Investment Management
Pennsylvania
$371K +$1.28K +4 +0.4%
BC
1504
Broadwater Capital
Massachusetts
$371K – – –
WI
1505
Westbourne Investments
Virginia
$370K +$364K +1,136 New
SB
1506
Sunflower Bank
Texas
$370K +$49.4K +154 +16%
PS
1507
Planned Solutions
California
$368K – – –
RIP
1508
Reliant Investment Partners
North Carolina
$367K – – –
SIM
1509
Stratos Investment Management
Ohio
$366K +$12.5K +39 +4%
ZIM
1510
Zacks Investment Management
Illinois
$364K +$7.38K +23 +2%
GWANC
1511
Guardian Wealth Advisors (North Carolina)
North Carolina
$364K -$642 -2 -0.2%
EV
1512
EJMK Ventures
Illinois
$364K +$26.3K +82 +8%
SIG
1513
Sargent Investment Group
Maryland
$363K +$47.2K +147 +15%
RBWA
1514
RFG - Bristol Wealth Advisors
Massachusetts
$361K -$21.8K -68 -6%
LSIA
1515
LaSalle St. Investment Advisors
Illinois
$361K +$4.81K +15 +1%
CW
1516
CreativeOne Wealth
Kansas
$360K +$39.8K +124 +13%
CCG
1517
Cypress Capital Group
Florida
$359K +$11.6K +36 +3%
IA
1518
IMZ Advisory
Florida
$357K +$963 +3 +0.3%
RWM
1519
RBA Wealth Management
California
$356K -$12.8K -40 -4%
EP
1520
Edgestream Partners
New Jersey
$356K -$728K -2,269 -67%
LTAS
1521
Linden Thomas Advisory Services
North Carolina
$356K +$70.3K +219 +25%
EWM
1522
Evermay Wealth Management
Virginia
$356K -$158K -491 -31%
EWS
1523
Evergreen Wealth Solutions
Pennsylvania
$354K +$348K +1,085 New
NW
1524
Naviter Wealth
Arkansas
$353K +$38.2K +119 +12%
MW
1525
MBL Wealth
North Carolina
$353K +$72.5K +226 +26%
59 60
61
62 63