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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Avior Wealth Management
Nebraska
$762K +$93.8K +582 +14%
PHS
677
Pekin Hardy Strauss
Illinois
$760K -$12.1K -75 -2%
FA
678
FC Advisory
Pennsylvania
$759K – – –
WB
679
Webster Bank
Connecticut
$758K – – –
RZH
680
Relyea Zuckerberg Hanson
Connecticut
$754K -$2.42K -15 -0.3%
HVIA
681
Hudson Valley Investment Advisors
New York
$750K -$60.9K -378 -7%
CFA
682
CWS Financial Advisors
Michigan
$750K +$5.16K +32 +0.7%
WI
683
Wintrust Investments
Illinois
$750K +$765K +4,748 New
WGCA
684
Wolf Group Capital Advisors
Virginia
$748K -$483K -3,000 -39%
DHFB
685
Dixon Hubard Feinour & Brown
Virginia
$745K – – –
NME
686
Notis-McConarty Edward
$743K -$1.57M -9,757 -67%
LIM
687
Longfellow Investment Management
Massachusetts
$739K -$112K -695 -13%
PCM
688
Parsons Capital Management
Rhode Island
$737K +$6.45K +40 +0.9%
SA
689
Sicart Associates
New York
$727K -$12.1K -75 -2%
SL
690
Summitry LLC
California
$727K – – –
MYLI
691
Meiji Yasuda Life Insurance
Japan
$727K +$251K +1,560 +51%
CFD
692
Creative Financial Designs
Indiana
$726K -$43.8K -272 -6%
KPWS
693
Kestra Private Wealth Services
Texas
$716K -$1.2M -7,469 -62%
RIM
694
Regent Investment Management
Kentucky
$716K -$25K -155 -3%
OWP
695
Obermeyer Wealth Partners
Colorado
$706K +$720K +4,469 New
SIM
696
Sentry Investment Management
Wisconsin
$699K -$3.41M -21,145 -83%
BFEC
697
Benjamin F. Edwards & Company
Missouri
$697K +$22.7K +141 +3%
ECM
698
Evergreen Capital Management
Washington
$697K +$225K +1,395 +46%
AC
699
Allstate Corporation
Illinois
$694K +$160K +993 +29%
DAS
700
Dynamic Advisor Solutions
Arizona
$693K +$12.9K +80 +2%
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