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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
701
Integrated Wealth Concepts
Massachusetts
$1.32M +$101K +514 +8%
CWM
702
Cordatus Wealth Management
Pennsylvania
$1.3M +$19.8K +101 +2%
QI
703
Qtron Investments
Massachusetts
$1.3M +$35.7K +182 +3%
MAS
704
Meeder Advisory Services
Ohio
$1.3M +$93.6K +478 +8%
SCP
705
Shorepoint Capital Partners
Massachusetts
$1.29M -$40.9K -209 -3%
DGAM
706
Desjardins Global Asset Management
Quebec, Canada
$1.29M +$165K +842 +14%
SI
707
Stephens Inc
Arkansas
$1.29M -$19.6K -100 -1%
SP
708
Symmetry Partners
Connecticut
$1.27M -$306K -1,560 -19%
LSPW
709
Lake Street Private Wealth
Illinois
$1.27M -$226K -1,153 -15%
RMC
710
Resources Management Corp
Connecticut
$1.26M +$425K +2,171 +50%
MYLI
711
Meiji Yasuda Life Insurance
Japan
$1.25M +$378K +1,930 +42%
OAM
712
Occidental Asset Management
California
$1.25M +$1.27M +6,472 New
CFD
713
Creative Financial Designs
Indiana
$1.24M +$6.66K +34 +0.5%
GIA
714
Gladstone Institutional Advisory
Florida
$1.24M -$3.44M -17,549 -73%
PMEF
715
Point72 Middle East FZE
United Arab Emirates
$1.24M -$8.1M -41,322 -87%
TDC
716
Thompson Davis & Co
Virginia
$1.23M +$1.26M +6,411 New
CG
717
Caprock Group
Idaho
$1.23M +$43.7K +223 +4%
MCA
718
Magnolia Capital Advisors
Mississippi
$1.23M -$14.3K -73 -1%
MPPW
719
Mitchell & Pahl Private Wealth
Oklahoma
$1.23M +$65.8K +336 +6%
TPW
720
Transatlantique Private Wealth
New York
$1.23M +$42.5K +217 +4%
CHAM
721
Clear Harbor Asset Management
Connecticut
$1.23M +$2.94K +15 +0.2%
TFS
722
Thoroughbred Financial Services
Tennessee
$1.23M -$88.6K -452 -7%
FM
723
Foster & Motley
Ohio
$1.22M +$12.9K +66 +1%
WS
724
Wedbush Securities
California
$1.21M +$77.8K +397 +7%
MCM
725
McRae Capital Management
New Jersey
$1.21M -$5.88K -30 -0.5%
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