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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
676
Cohen Klingenstein
New York
$2.63M – – –
BRWA
677
B. Riley Wealth Advisors
Florida
$2.62M -$205K -747 -8%
LIM
678
Letson Investment Management
Georgia
$2.61M +$1.51M +5,521 +156%
NSEDCP
679
NJ State Employees Deferred Compensation Plan
New Jersey
$2.6M – – –
PTP
680
Platform Technology Partners
New York
$2.6M -$12.9K -47 -0.5%
QOP
681
Quinn Opportunity Partners
Virginia
$2.6M +$1.37M +5,000 +125%
IWC
682
Integrated Wealth Concepts
Massachusetts
$2.57M +$120K +438 +5%
MAS
683
Meeder Advisory Services
Ohio
$2.55M -$43K -157 -2%
BFG
684
Bleakley Financial Group
New Jersey
$2.54M +$109K +397 +5%
HAG
685
HighPoint Advisor Group
Illinois
$2.54M -$42.2K -154 -2%
EWA
686
Exencial Wealth Advisors
Oklahoma
$2.53M -$105K -384 -4%
PP
687
Prudential plc
United Kingdom
$2.52M -$4.69M -17,112 -66%
ATC
688
Argent Trust Co
Tennessee
$2.52M +$92.4K +337 +4%
KWA
689
Kingswood Wealth Advisors
California
$2.52M +$839K +3,061 +54%
GI
690
GAMCO Investors
Connecticut
$2.52M +$580K +2,115 +32%
AWM
691
Avitas Wealth Management
California
$2.52M +$35.6K +130 +2%
LNWWM
692
Laird Norton Wetherby Wealth Management
California
$2.51M -$230K -838 -9%
SIA
693
Schechter Investment Advisors
Michigan
$2.5M -$215K -786 -8%
NW
694
NewEdge Wealth
Pennsylvania
$2.49M +$393K +1,432 +20%
MIC
695
Meridian Investment Counsel
California
$2.48M – – –
DWA
696
Douglass Winthrop Advisors
New York
$2.47M – – –
HPC
697
HM Payson & Co
Maine
$2.47M +$152K +555 +7%
SA
698
SpiderRock Advisors
Delaware
$2.46M -$154K -560 -6%
BP
699
Ballentine Partners
Massachusetts
$2.44M -$24.4K -89 -1%
XT
700
XTX Topco
Cayman Islands
$2.44M -$1.26M -4,597 -35%
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