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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Alterna Wealth Management
Texas
$593K +$527K +4,080 New
PCM
677
Parsons Capital Management
Rhode Island
$589K -$5.82K -45 -1%
CWM
678
Cordatus Wealth Management
Pennsylvania
$589K +$589K +4,561 New
BFA
679
Bragg Financial Advisors
North Carolina
$585K -$23K -178 -4%
BFM
680
Boston Financial Management
Massachusetts
$582K -$1.08M -8,334 -65%
CG
681
Colony Group
Massachusetts
$582K -$5.04K -39 -0.9%
CA
682
Claro Advisors
Massachusetts
$581K +$562K +4,349 New
ACH
683
ArrowMark Colorado Holdings
Colorado
$575K – – –
RIM
684
Rampart Investment Management
Connecticut
$570K -$3.01M -23,275 -84%
SL
685
Summitry LLC
California
$566K – – –
DWT
686
Dorsey & Whitney Trust
South Dakota
$565K +$203K +1,567 +56%
BBHC
687
Brown Brothers Harriman & Co
New York
$564K -$69.8K -540 -11%
EGA
688
E&G Advisors
Texas
$557K -$68.9K -533 -11%
PW
689
Price Wealth
Texas
$555K – – –
MFG
690
Monte Financial Group
Connecticut
$554K -$2.71K -21 -0.5%
SC
691
SRB Corp
Massachusetts
$549K +$48.1K +372 +10%
GRP
692
Global Retirement Partners
California
$544K -$24K -186 -4%
CPR
693
CSU Producer Resources
Ohio
$544K – – –
PCM
694
Prelude Capital Management
New York
$543K +$149K +1,153 +38%
TA
695
TFG Advisers
Michigan
$543K +$544K +4,207 New
HH
696
Hilltop Holdings
Texas
$539K -$137K -1,059 -20%
DI
697
DAGCO Inc
Ohio
$538K +$538K +4,165 New
BWP
698
Baldwin Wealth Partners
Massachusetts
$537K -$24.3K -188 -4%
FSC
699
Full Sail Capital
Oklahoma
$529K +$528K +4,089 New
AIM
700
Axiom Investment Management
New York
$528K +$528K +4,088 New
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