We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1901
Cherry Tree Wealth Management
Minnesota
$35K +$9.06K +31 +38%
SWA
1902
SOA Wealth Advisors
New York
$35K – – –
FP
1903
Financial Perspectives
Minnesota
$34K – – –
AW
1904
Avion Wealth
Texas
$34K -$72.8K -249 -70%
MIM
1905
Meridiem Investment Management
United Kingdom
$33.7K – – –
FA
1906
FSA Advisors
Michigan
$33.7K +$3.79M +12,973 New
VWA
1907
Valued Wealth Advisors
Utah
$32.6K +$1.17K +4 +4%
GEA
1908
Glen Eagle Advisors
New Jersey
$32.6K -$2.34K -8 -7%
AFC
1909
Ares Financial Consulting
California
$32.5K +$30.4K +104 New
VR
1910
Vision Retirement
New Jersey
$31.2K +$29.2K +100 New
FMTCOCP
1911
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K – – –
LWANC
1912
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.9K +$28.9K +99 New
KA
1913
Kozak & Associates
Colorado
$30.7K – – –
CMA
1914
Cedar Mountain Advisors
Oregon
$28.7K – – –
CB
1915
Centennial Bank
Arkansas
$28.7K – – –
CA
1916
Crewe Advisors
Utah
$28.4K +$292 +1 +1%
EPG
1917
Estate Planners Group
Pennsylvania
$28.1K +$26.3K +90 New
WETS
1918
Wealth Enhancement Trust Services
South Dakota
$27.8K +$26K +89 New
NWM
1919
Nova Wealth Management
Florida
$27.2K -$5.85K -20 -19%
HCA
1920
Harbor Capital Advisors
Illinois
$27K -$1.17K -4 -4%
CIAS
1921
CBIZ Investment Advisory Services
Ohio
$25.7K +$14.3K +49 +148%
KG
1922
Kilter Group
New York
$24.7K +$4.09K +14 +22%
HHMI
1923
Howard Hughes Medical Institute
Maryland
$24.7K -$292 -1 -1%
BWM
1924
Bullock Wealth Management
Indiana
$24.7K – – –
EF
1925
Entrust Financial
Pennsylvania
$24.2K +$22.8K +78 New
75 76
77
78 79