We are live on ! Find out more
CB icon

Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
2076
Community Financial Services Group
Vermont
$12.3K -$8.15K -25 -42%
HIW
2077
Holos Integrated Wealth
Pennsylvania
$12.2K – – –
UIA
2078
Ulland Investment Advisors
Minnesota
$12K – – –
DIP
2079
DT Investment Partners
Pennsylvania
$11.9K – – –
CI
2080
Clal Insurance
Israel
$11K -$2.28K -7 -18%
PCM
2081
Penserra Capital Management
California
$11K – – –
WA
2082
Whipplewood Advisors
Colorado
$10.9K -$12.4K -38 -54%
CWM
2083
Cranbrook Wealth Management
Michigan
$10.9K – – –
CCMI
2084
Creative Capital Management Investments
California
$10.9K +$10.4K +32 New
AA
2085
Addison Advisors
Vermont
$10.2K -$37.5K -115 -79%
NWMP
2086
Noble Wealth Management PBC
Colorado
$10.2K – – –
CMP
2087
Coston McIsaac & Partners
Maine
$10K – – –
SA
2088
Seneschal Advisors
Washington
$9.88K – – –
TCM
2089
Triumph Capital Management
Colorado
$9.61K +$1.63K +5 +22%
CSC
2090
Caldwell Sutter Capital
California
$9.2K -$60.7K -186 -87%
BCM
2091
Boreal Capital Management
Florida
$9.2K – – –
HIA
2092
HFM Investment Advisors
New Jersey
$9.2K +$326 +1 +4%
STB
2093
S&T Bank
Pennsylvania
$9.2K +$7.18K +22 +440%
WBWA
2094
William B. Walkup & Associates
South Carolina
$8.63K +$2.61K +8 +47%
PS
2095
Planning Strategies
Pennsylvania
$8.52K +$8.15K +25 New
CWP
2096
Clark Wealth Partners
Illinois
$8.2K -$1.96K -6 -20%
KPP
2097
Kings Path Partners
Texas
$8.18K +$7.83K +24 New
HFG
2098
Harborfront Financial Group
Michigan
$7.87K +$7.5K +23 New
MS
2099
Monetary Solutions
Ohio
$7.5K – – –
FGC
2100
Financial Gravity Companies
Texas
$7.5K +$7.18K +22 New
82 83
84
85 86