We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1526
Ancora Advisors
Ohio
$247K +$34.1K +120 +15%
CA
1527
CoreCap Advisors
Michigan
$247K -$32.1K -113 -11%
FFA
1528
Founders Financial Alliance
North Carolina
$246K +$3.12K +11 +1%
NPAN
1529
Northeast Planning Associates NH
New Hampshire
$246K +$252K +889 New
NG
1530
Novem Group
New York
$245K +$252K +887 New
MMM
1531
Mendel Money Management
Illinois
$245K – – –
PJWM
1532
Philip James Wealth Mangement
Georgia
$244K +$284 +1 +0.1%
JJBC
1533
James J. Burns & Company
New York
$244K +$31K +109 +14%
NAS
1534
NWF Advisory Services
California
$244K +$250K +880 New
MWA
1535
Midland Wealth Advisors
Illinois
$243K – – –
RPWA
1536
Regent Peak Wealth Advisors
Georgia
$243K -$104K -366 -29%
AFS
1537
Axiom Financial Strategies
Indiana
$241K -$9.94K -35 -4%
JFG
1538
Jefferies Financial Group
New York
$241K -$104K -366 -30%
KWM
1539
Kolinsky Wealth Management
New Jersey
$240K -$6.53K -23 -3%
FFN
1540
Focus Financial Network
Minnesota
$240K -$218K -769 -47%
SB
1541
Sunflower Bank
Texas
$240K +$12.2K +43 +5%
AWM
1542
Aprio Wealth Management
Georgia
$239K +$19.6K +69 +9%
FBC
1543
Fairfield, Bush & Co
Connecticut
$238K – – –
CCA
1544
Childress Capital Advisors
Texas
$237K -$20.4K -72 -8%
BMO
1545
Beck Mack & Oliver
New York
$237K – – –
EM
1546
Excalibur Management
Massachusetts
$237K +$568 +2 +0.2%
AL
1547
Aspiriant LLC
California
$236K +$242K +853 New
MCC
1548
Maiden Cove Capital
Maine
$235K +$852 +3 +0.4%
WWM
1549
WT Wealth Management
Arizona
$233K – – –
LTAS
1550
Linden Thomas Advisory Services
North Carolina
$232K -$1.14K -4 -0.5%
60 61
62
63 64