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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
626
Nelson Capital Management
California
$2.51M +$45.7K +178 +2%
BRWA
627
B. Riley Wealth Advisors
Florida
$2.51M -$275K -1,071 -10%
BC
628
Bowman & Company
Wisconsin
$2.51M +$254K +988 +11%
DAS
629
Dynamic Advisor Solutions
Arizona
$2.5M -$210K -817 -8%
MCM
630
Marathon Capital Management
Maryland
$2.5M -$46.2K -180 -2%
SW
631
SVB Wealth
Massachusetts
$2.48M -$378K -1,471 -13%
HAG
632
HighPoint Advisor Group
Illinois
$2.48M +$352K +1,371 +18%
LF
633
Lantz Financial
Illinois
$2.48M -$5.39K -21 -0.2%
OWP
634
Obermeyer Wealth Partners
Colorado
$2.47M – – –
NL
635
NKCFO LLC
Illinois
$2.46M +$2.48M +9,650 New
SI
636
Stephens Inc
Arkansas
$2.45M +$69.6K +271 +3%
EF
637
Empowered Funds
Pennsylvania
$2.45M +$1.08M +4,188 +78%
PGA
638
Portland Global Advisors
Maine
$2.44M +$121K +472 +5%
NP
639
Nilsine Partners
Colorado
$2.43M +$76K +296 +3%
FHB
640
First Hawaiian Bank
Hawaii
$2.43M -$26.7K -104 -1%
TCM
641
Teza Capital Management
Illinois
$2.43M -$4.31M -16,769 -64%
LNWWM
642
Laird Norton Wetherby Wealth Management
California
$2.43M -$51.9K -202 -2%
NPP
643
New Potomac Partners
Maryland
$2.42M +$3.34K +13 +0.1%
CFG
644
Citizens Financial Group
Rhode Island
$2.41M +$1.74M +6,787 +255%
SIA
645
Schechter Investment Advisors
Michigan
$2.41M -$13.9K -54 -0.6%
WIS
646
Wright Investors Service
Connecticut
$2.41M +$27.2K +106 +1%
RRA
647
Round Rock Advisors
Connecticut
$2.4M +$134K +522 +6%
SIP
648
Stoneridge Investment Partners
Pennsylvania
$2.39M +$1.42M +5,515 +143%
MWM
649
Mission Wealth Management
California
$2.37M -$40.6K -158 -2%
OCM
650
Oakview Capital Management
Texas
$2.37M -$3.51M -13,680 -60%
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