We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1626
One Wealth Advisors
California
$200K -$48.8K -172 -19%
OFS
1627
Orrstown Financial Services
Pennsylvania
$200K – – –
GWSG
1628
GPS Wealth Strategies Group
Colorado
$197K +$1.7K +6 +0.8%
BGAI
1629
Bruce G. Allen Investments
Colorado
$197K +$40.3K +142 +25%
UCB
1630
United Community Bank
South Carolina
$187K – – –
SIC
1631
Salem Investment Counselors
North Carolina
$187K -$28.4K -100 -13%
LOIP
1632
Live Oak Investment Partners
Texas
$186K – – –
LFG
1633
Larson Financial Group
Missouri
$186K +$30.7K +108 +19%
HBW
1634
Hazlett, Burt & Watson
West Virginia
$185K +$15.3K +54 +9%
MWA
1635
Medallion Wealth Advisors
Connecticut
$178K +$183K +646 New
DAM
1636
Delta Asset Management
Tennessee
$175K – – –
GKIM
1637
GW&K Investment Management
Massachusetts
$173K +$1.7K +6 +1%
AF
1638
Aviso Financial
Ontario, Canada
$170K +$14.2K +50 +9%
SOS
1639
Silver Oak Securities
Tennessee
$170K +$175K +616 New
CBT
1640
CoreFirst Bank & Trust
Kansas
$166K -$21.6K -76 -11%
CPBTD
1641
Central Pacific Bank - Trust Division
Hawaii
$157K – – –
DMBA
1642
Deseret Mutual Benefit Administrators
Utah
$154K -$3.41K -12 -2%
VCM
1643
Versant Capital Management
Arizona
$153K +$89.7K +316 +134%
HCP
1644
Hexagon Capital Partners
Arkansas
$151K +$17K +60 +12%
GTAM
1645
Global Trust Asset Management
Florida
$147K -$118K -417 -44%
AGWCA
1646
Annis Gardner Whiting Capital Advisors
Florida
$146K +$19.9K +70 +15%
SSB
1647
Sandy Spring Bank
Maryland
$144K +$32.1K +113 +28%
GSWM
1648
Golden State Wealth Management
California
$139K +$143K +503 New
SS
1649
SBI Securities
Japan
$133K +$137K +482 New
BBPWM
1650
Blue Bell Private Wealth Management
Pennsylvania
$133K -$1.99K -7 -1%
64 65
66
67 68