We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1826
GoalVest Advisory
New York
$12.4K -$37.8K -133 -75%
CWM
1827
Copia Wealth Management
Oregon
$12.4K +$12.8K +45 New
NWMP
1828
Noble Wealth Management PBC
Colorado
$11.3K +$11.6K +41 New
FFA
1829
Frazier Financial Advisors
Ohio
$11.3K -$1.42K -5 -11%
RTL
1830
Red Tortoise LLC
Georgia
$10.8K – – –
AF
1831
Atala Financial
California
$10.5K +$10.8K +38 New
HCA
1832
Harbor Capital Advisors
Illinois
$10K – – –
UIA
1833
Ulland Investment Advisors
Minnesota
$10K – – –
CMA
1834
Cedar Mountain Advisors
Oregon
$9.95K – – –
HT
1835
Headlands Technologies
Illinois
$9.95K +$10.2K +36 New
SIS
1836
Sound Income Strategies
Florida
$9.68K -$2.84K -10 -22%
DIP
1837
DT Investment Partners
Pennsylvania
$9.67K – – –
MCM
1838
MidAtlantic Capital Management
Virginia
$9.39K -$3.98K -14 -29%
HIW
1839
Holos Integrated Wealth
Pennsylvania
$9.39K +$9.65K +34 New
HFS
1840
Hopwood Financial Services
Virginia
$9.12K +$9.37K +33 New
KFP
1841
Keener Financial Planning
Texas
$9K – – –
CAS
1842
Coppell Advisory Solutions
Texas
$8.26K – – –
SVCP
1843
Silicon Valley Capital Partners
California
$7.82K – – –
TWD
1844
True Wealth Design
Ohio
$7.74K +$7.95K +28 New
CB
1845
Centennial Bank
Arkansas
$7.46K – – –
BC
1846
Barrett & Company
Rhode Island
$7.18K -$7.1K -25 -49%
FPB
1847
First PREMIER Bank
South Dakota
$7K – – –
CI
1848
Clal Insurance
Israel
$7K +$6.82K +24 New
CF
1849
Conquis Financial
California
$6.91K +$7.1K +25 New
TCM
1850
TD Capital Management
Tennessee
$6.65K – – –
72 73
74
75 76