We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
1576
Intelligent Financial Strategies
Minnesota
$44.1K +$41.8K +170 New
AAG
1577
Armstrong Advisory Group
Massachusetts
$43.8K – – –
MHR
1578
Matthew Hamilton Rosenberg
$43K -$7.62K -31 -16%
UOTTAIMCU
1579
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$42.5K +$40.3K +164 New
BSB
1580
Bangor Savings Bank
Maine
$42K -$492 -2 -1%
CT
1581
Colonial Trust
South Carolina
$41.2K -$150K -609 -79%
RCM
1582
Raleigh Capital Management
North Carolina
$40.4K +$22.9K +93 +148%
S
1583
Sachetta
Massachusetts
$40.3K – – –
LFA
1584
Legend Financial Advisors
Pennsylvania
$39.9K +$12.3K +50 +48%
VWM
1585
Venturi Wealth Management
Texas
$39.5K +$12.8K +52 +52%
MSG
1586
Main Street Group
Virginia
$39.2K – – –
WPA
1587
West Paces Advisors
Georgia
$38.9K +$12.5K +51 +52%
SA
1588
Scarborough Advisors
Maryland
$38.6K – – –
CCM
1589
Copeland Capital Management
Pennsylvania
$37.1K +$9.59K +39 +38%
EWP
1590
Elevation Wealth Partners
California
$36.3K – – –
RFG
1591
RFP Financial Group
Georgia
$35.5K +$4.92K +20 +17%
HCM
1592
Hollencrest Capital Management
California
$35K -$22.1K -90 -40%
FFO
1593
Fortitude Family Office
Arizona
$34.7K -$31.7K -129 -49%
SWA
1594
SOA Wealth Advisors
New York
$34.7K – – –
EBA
1595
Eagle Bay Advisors
New York
$34.6K +$14.8K +60 +82%
BFPW
1596
BOK Financial Private Wealth
Colorado
$34.3K – – –
PCA
1597
Providence Capital Advisors
North Carolina
$33.9K -$12.3K -50 -28%
TWP
1598
TFO Wealth Partners
Ohio
$33.9K – – –
AP
1599
Atwood & Palmer
Missouri
$33.7K -$24.6K -100 -43%
EL
1600
EMFO LLC
Florida
$32.4K – – –
62 63
64
65 66