We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1701
Tradewinds LLC
North Carolina
$250K +$23.7K +74 +11%
CRIG
1702
Charter Research & Investment Group
Connecticut
$249K – – –
CCFM
1703
Clear Creek Financial Management
Washington
$249K +$245K +763 New
NPI
1704
New Perspectives Inc
Mississippi
$248K – – –
VDC
1705
Van Diest Capital
Iowa
$248K -$86K -268 -26%
DA
1706
Dover Advisors
Virginia
$248K -$48.1K -150 -17%
ALC
1707
Alexander Labrunerie & Co
Missouri
$248K – – –
MWA
1708
Medallion Wealth Advisors
Connecticut
$248K – – –
DT
1709
DV Trading
Illinois
$248K +$69.6K +217 +40%
LWA
1710
LifeGoal Wealth Advisors
New York
$247K +$243K +756 New
M
1711
MATAURO
New York
$247K +$243K +758 New
GKIM
1712
GW&K Investment Management
Massachusetts
$247K -$963 -3 -0.4%
WAM
1713
Weatherly Asset Management
California
$246K – – –
CWM
1714
Challenger Wealth Management
California
$246K -$21.5K -67 -8%
DW30
1715
Drucker Wealth 3.0
New Jersey
$246K +$2.57K +8 +1%
SSC
1716
Syverson Strege & Co
Iowa
$246K -$6.42K -20 -3%
NFG
1717
Nadler Financial Group
Illinois
$246K – – –
AT
1718
Avalon Trust
New Mexico
$245K +$103K +321 +74%
IF
1719
Intrua Financial
Texas
$245K -$6.1K -19 -2%
EWM
1720
Evergreen Wealth Management
Michigan
$244K +$16.4K +51 +7%
CWA
1721
Cura Wealth Advisors
Illinois
$244K – – –
WP
1722
Woodline Partners
California
$242K -$124M -387,166 -100%
GWCM
1723
Godshalk Welsh Capital Management
Pennsylvania
$241K – – –
KCPG
1724
Kavar Capital Partners Group
Kansas
$241K – – –
MWA
1725
Midland Wealth Advisors
Illinois
$240K +$7.7K +24 +3%
67 68
69
70 71