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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
701
Resources Management Corp
Connecticut
$1.38M -$4.16K -20 -0.3%
BP
702
Ballentine Partners
Massachusetts
$1.36M +$107K +516 +9%
BC
703
Burney Company
Virginia
$1.36M +$1.28M +6,148 New
TRIA
704
Trail Ridge Investment Advisors
Colorado
$1.35M – – –
CAG
705
Csenge Advisory Group
Florida
$1.34M -$80.3K -386 -6%
SIA
706
SkyView Investment Advisors
New Jersey
$1.34M +$28.9K +139 +2%
CFD
707
Creative Financial Designs
Indiana
$1.33M +$13.9K +67 +1%
WS
708
Wedbush Securities
California
$1.33M -$84.9K -408 -6%
DFA
709
Delta Financial Advisors
Louisiana
$1.32M – – –
MAS
710
Meeder Advisory Services
Ohio
$1.31M +$1.23M +5,918 New
AWM
711
Axxcess Wealth Management
California
$1.3M +$1.23M +5,891 New
ATC
712
Argent Trust Co
Tennessee
$1.29M -$15.6K -75 -1%
DEA
713
DoubleLine ETF Adviser
Florida
$1.29M +$1.22M +5,869 New
PFS
714
Prospera Financial Services
Texas
$1.29M -$1.31M -6,295 -52%
MPPW
715
Mitchell & Pahl Private Wealth
Oklahoma
$1.29M +$64.1K +308 +6%
OPS
716
Orion Portfolio Solutions
Nebraska
$1.29M +$216K +1,037 +22%
WA
717
Wealth Alliance
New York
$1.28M -$9.36K -45 -0.8%
TPW
718
Transatlantique Private Wealth
New York
$1.27M +$99.9K +480 +9%
DTC
719
Davidson Trust Company
Washington
$1.26M -$54.7K -263 -4%
SIP
720
Stoneridge Investment Partners
Pennsylvania
$1.24M -$2.06M -9,916 -64%
S
721
SimplyRich
California
$1.22M – – –
FBT
722
First Bankers Trust
Kentucky
$1.21M -$104K -500 -8%
LBWM
723
Left Brain Wealth Management
Illinois
$1.21M +$1.14M +5,480 New
GAM
724
Gotham Asset Management
New York
$1.21M +$140K +673 +14%
HCPC
725
Hamilton Capital Partners (Canada)
$1.19M +$1.12M +5,400 New
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