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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FNA
626
First National Advisers
Nebraska
$4.06M -$600K -1,871 -13%
VIA
627
Victrix Investment Advisors
Florida
$4.06M +$4.17K +13 +0.1%
CP
628
CenterBook Partners
Connecticut
$4.04M +$3.1M +9,673 +356%
MCM
629
Marathon Capital Management
Maryland
$4.04M -$114K -355 -3%
TMAM
630
Tokio Marine Asset Management
Japan
$4.03M +$130K +404 +3%
CBT
631
Central Bank & Trust
Kentucky
$4.03M +$4.49K +14 +0.1%
BHPW
632
Beverly Hills Private Wealth
California
$4.01M +$953K +2,971 +32%
VAS
633
Vestmark Advisory Solutions
Massachusetts
$3.95M +$203K +632 +6%
QT
634
Quantbot Technologies
New York
$3.94M +$3.88M +12,094 New
OAM
635
Occidental Asset Management
California
$3.93M -$1.03M -3,199 -21%
MGIA
636
Moneta Group Investment Advisors
Missouri
$3.92M +$44.6K +139 +1%
PCA
637
Pallas Capital Advisors
Massachusetts
$3.9M -$732K -2,281 -16%
CWMK
638
Caliber Wealth Management (Kansas)
Kansas
$3.89M +$67.7K +211 +2%
LIM
639
Letson Investment Management
Georgia
$3.88M +$11.9K +37 +0.3%
HCM
640
Hutner Capital Management
Vermont
$3.86M +$180K +561 +5%
SWP
641
Sagespring Wealth Partners
Tennessee
$3.85M +$2.25K +7 +0.1%
PG
642
Patten Group
Tennessee
$3.84M -$321 -1 -0%
BFG
643
Bleakley Financial Group
New Jersey
$3.82M +$189K +589 +5%
PWS
644
Peterson Wealth Services
Utah
$3.8M +$134K +417 +4%
LWMM
645
Legacy Wealth Management (Mississippi)
Mississippi
$3.8M -$945K -2,947 -20%
OWM
646
Orca Wealth Management
Florida
$3.8M -$5.45K -17 -0.1%
MAS
647
Meeder Advisory Services
Ohio
$3.8M +$350K +1,091 +10%
MCM
648
MV Capital Management
Maryland
$3.79M -$14.1K -44 -0.4%
CGIM
649
Capital Group Investment Management
Singapore
$3.78M -$2.81M -8,769 -43%
DCM
650
Delta Capital Management
New Jersey
$3.75M – – –
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