We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2001
Constitution Capital
Connecticut
– -$302K -1,000 Closed
AFS
2002
Axiom Financial Strategies
Indiana
– -$294K -972 Closed
HC
2003
Hendley & Co
Ohio
– -$279K -925 Closed
PWH
2004
Priebe Wealth Holdings
Minnesota
– -$274K -906 Closed
TSWM
2005
Triangle Securities Wealth Management
North Carolina
– -$263K -872 Closed
CCG
2006
Catalina Capital Group
California
– -$260K -860 Closed
G
2007
GenTrust
Florida
– -$244K -805 Closed
CFG
2008
Clayton Financial Group
Missouri
– -$230K -762 Closed
RWM
2009
Rockline Wealth Management
New York
– -$228K -756 Closed
SI
2010
Sprott Inc
Ontario, Canada
– -$224K -741 Closed
RFN
2011
RDA Financial Network
Iowa
– -$215K -713 Closed
SB
2012
Strategic Blueprint
Georgia
– -$214K -709 Closed
AIA
2013
Accelerate Investment Advisors
California
– -$208K -688 Closed
IFS
2014
Ifrah Financial Services
Arkansas
– -$206K -682 Closed
WDG
2015
Wealth Dimensions Group
Ohio
– -$206K -681 Closed
CNBOF
2016
City National Bank of Florida
Florida
– -$204K -676 Closed
LOIP
2017
Live Oak Investment Partners
Texas
– -$204K -674 Closed
RCWM
2018
Royal Capital Wealth Management
Indiana
– -$204K -674 Closed
BIA
2019
Bigelow Investment Advisors
Maine
– -$203K -673 Closed
MGAM
2020
McGowan Group Asset Management
Texas
– -$202K -669 Closed
EWM
2021
Evergreen Wealth Management
Michigan
– -$200K -663 Closed
HCP
2022
Hexagon Capital Partners
Arkansas
– -$178K -588 Closed
CWC
2023
Carolinas Wealth Consulting
North Carolina
– -$126K -417 Closed
RTC
2024
Riverview Trust Company
Washington
– -$73.1K -242 Closed
GFM
2025
GF Fund Management
China
– -$54.7K -181 Closed
79 80
81
82 83