We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1851
Alchemi Wealth
Connecticut
$204K +$195K +597 New
KIC
1852
Kensington Investment Counsel
California
$203K +$195K +597 New
BFWA
1853
Benchmark Financial Wealth Advisors
Florida
$203K +$194K +596 New
USWIA
1854
UP Strategic Wealth Investment Advisors
Pennsylvania
$203K +$188K +576 New
PIP
1855
Peachtree Investment Partners
Florida
$202K -$138K -424 -42%
EFSCE
1856
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$193K +591 New
WAG
1857
Winthrop Advisory Group
Massachusetts
$201K +$192K +590 New
BRM
1858
Boston Research & Management
Massachusetts
$201K +$192K +590 New
SAM
1859
Secure Asset Management
Michigan
$201K +$192K +590 New
APW
1860
Aventura Private Wealth
Florida
$200K – – –
SSCA
1861
South Shore Capital Advisors
Massachusetts
$200K +$192K +588 New
RC
1862
Rexford Capital
Texas
$199K – – –
B
1863
Bayban
Minnesota
$185K – – –
PP
1864
Paladin Partners
Wisconsin
$184K – – –
UFF
1865
USA Financial Formulas
Michigan
$184K +$105K +322 +148%
SL
1866
Salomon & Ludwin
Virginia
$180K -$1.3K -4 -0.8%
TFIPS
1867
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K +$37.2K +114 +28%
PB
1868
Pinnacle Bancorp
Nebraska
$173K – – –
GSWM
1869
Golden State Wealth Management
California
$170K +$326 +1 +0.2%
RYIA
1870
Roehl & Yi Investment Advisors
Oregon
$169K -$1.3K -4 -0%
DCBT
1871
Dakota Community Bank & Trust
North Dakota
$167K -$326 -1 -0.2%
PB
1872
Prosperity Bancshares
Texas
$160K +$21.9K +67 +17%
NB
1873
NBH Bank
Colorado
$159K +$152K +466 New
BBPWM
1874
Blue Bell Private Wealth Management
Pennsylvania
$158K – – –
SGFG
1875
Silver Grove Financial Group
New York
$156K +$147K +452 +6,457%
73 74
75
76 77