We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1926
Covestor
United Kingdom
$55K -$116K -363 -68%
MSWA
1927
Marshall & Sterling Wealth Advisors
New York
$54.9K – – –
EWP
1928
Elevation Wealth Partners
California
$54.8K – – –
SA
1929
Scarborough Advisors
Maryland
$54.4K – – –
BWL
1930
Bogart Wealth LLC
Virginia
$53.8K +$5.45K +17 +11%
AFG
1931
Albion Financial Group
Utah
$53.5K -$4.81K -15 -8%
OAJ
1932
Ogorek Anthony Joseph
New York
$53K – – –
HCM
1933
Hollencrest Capital Management
California
$52.8K +$35.3K +110 +212%
SWM
1934
SHP Wealth Management
Massachusetts
$52.2K +$33.4K +104 +186%
FLP
1935
Financial Life Planners
Arizona
$51.5K +$50.7K +158 New
KFI
1936
Key Financial Inc
Pennsylvania
$49.2K – – –
SWIM
1937
Smallwood Wealth Investment Management
New Jersey
$48.9K – – –
CHC
1938
City Holding Co
West Virginia
$48.9K -$6.1K -19 -11%
AA
1939
Addison Advisors
Vermont
$47.3K – – –
AIM
1940
Access Investment Management
Georgia
$46.3K – – –
IRC
1941
Investors Research Corp
Georgia
$46.3K -$49.7K -155 -52%
KAS
1942
Kemnay Advisory Services
New York
$45.6K -$22.5K -70 -33%
GCM
1943
Gables Capital Management
Florida
$45.6K – – –
SVWA
1944
Sarver Vrooman Wealth Advisors
Missouri
$45.6K +$4.17K +13 +10%
FUBT
1945
First United Bank & Trust
Maryland
$45.3K – – –
1M
1946
1248 Management
Missouri
$44.8K – – –
TCM
1947
Tradewinds Capital Management
Washington
$44K – – –
JFA
1948
JNBA Financial Advisors
Minnesota
$42.7K -$12.2K -38 -22%
AP
1949
Atwood & Palmer
Missouri
$42.4K – – –
GA
1950
GoalVest Advisory
New York
$42K – – –
76 77
78
79 80