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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
651
Cordatus Wealth Management
Pennsylvania
$1.39M -$22.4K -110 -2%
DTC
652
Davidson Trust Company
Washington
$1.38M -$46.1K -227 -3%
STAS
653
Strong Tower Advisory Services
Minnesota
$1.38M +$124K +612 +10%
AIM
654
Aigen Investment Management
New York
$1.38M -$117K -574 -8%
CAM
655
Cresset Asset Management
Illinois
$1.38M -$3.03M -14,901 -70%
CCP
656
Corient Capital Partners
California
$1.38M -$258K -1,268 -16%
SWA
657
Stratos Wealth Advisors
Ohio
$1.37M +$21.3K +105 +2%
SF
658
Summit Financial
New Jersey
$1.36M +$99K +487 +8%
AIC
659
Aurora Investment Counsel
Georgia
$1.36M -$140K -690 -10%
OHWP
660
Oak Harbor Wealth Partners
North Carolina
$1.35M +$17.5K +86 +1%
CAG
661
Csenge Advisory Group
Florida
$1.34M +$40.6K +200 +3%
CHAM
662
Clear Harbor Asset Management
Connecticut
$1.33M +$57.1K +281 +5%
BCM
663
Bayesian Capital Management
New York
$1.33M +$838K +4,123 +199%
CBB
664
Citizens Business Bank
California
$1.32M -$134K -660 -10%
TRIA
665
Trail Ridge Investment Advisors
Colorado
$1.31M -$27.8K -137 -2%
WS
666
Wedbush Securities
California
$1.31M -$42.5K -209 -3%
VVP
667
Venture Visionary Partners
Ohio
$1.3M -$23K -113 -2%
AWM
668
Apollon Wealth Management
South Carolina
$1.3M -$330K -1,626 -21%
SIA
669
SkyView Investment Advisors
New Jersey
$1.29M -$2.64M -13,011 -68%
NAG
670
Northstar Advisory Group
New Jersey
$1.29M +$1.22M +6,010 New
RMC
671
Resources Management Corp
Connecticut
$1.28M -$12.2K -60 -1%
ACH
672
ArrowMark Colorado Holdings
Colorado
$1.28M – – –
LTI
673
Laffer Tengler Investments
Tennessee
$1.27M +$687K +3,383 +131%
PAG
674
Paladin Advisory Group
Iowa
$1.27M +$1.2M +5,884 New
DFA
675
Delta Financial Advisors
Louisiana
$1.26M +$85.4K +420 +8%
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