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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
701
Ostrum Asset Management
France
$2.44M +$503K +1,773 +25%
DWA
702
Douglass Winthrop Advisors
New York
$2.42M +$56.8K +200 +2%
AWM
703
Avitas Wealth Management
California
$2.42M +$11.4K +40 +0.5%
PP
704
Prudential plc
United Kingdom
$2.42M – – –
ATC
705
Argent Trust Co
Tennessee
$2.41M +$1.7K +6 +0.1%
MAS
706
Meeder Advisory Services
Ohio
$2.41M -$33.2K -117 -1%
MOS
707
MGO One Seven
Ohio
$2.41M +$191K +673 +8%
SFI
708
Susquehanna Fundamental Investments
Pennsylvania
$2.4M +$2.47M +8,699 New
FTWA
709
Fifth Third Wealth Advisors
Ohio
$2.39M +$444K +1,563 +22%
USCWA
710
U.S. Capital Wealth Advisors
Texas
$2.39M -$2.27M -7,981 -48%
NW
711
NewEdge Wealth
Pennsylvania
$2.38M -$3.98K -14 -0.2%
HAG
712
HighPoint Advisor Group
Illinois
$2.37M -$284 -1 -0%
AWM
713
Accurate Wealth Management
Florida
$2.36M -$473K -1,666 -15%
HPC
714
HM Payson & Co
Maine
$2.33M -$31K -109 -1%
WIS
715
Wright Investors Service
Connecticut
$2.33M -$271K -956 -10%
DAS
716
Dynamic Advisor Solutions
Arizona
$2.33M -$237K -835 -9%
BC
717
Bowman & Company
Wisconsin
$2.31M +$39.5K +139 +2%
FBT
718
First Bankers Trust
Kentucky
$2.31M +$99.1K +349 +4%
BC
719
Burney Company
Virginia
$2.31M +$177K +625 +8%
BP
720
Ballentine Partners
Massachusetts
$2.31M -$29.2K -103 -1%
JIC
721
Joel Isaacson & Co
New York
$2.29M +$1.64M +5,772 +230%
SWM
722
Spire Wealth Management
Virginia
$2.28M +$1.69M +5,958 +260%
RC
723
Roundview Capital
New Jersey
$2.27M +$27.5K +97 +1%
DTC
724
Davidson Trust Company
Washington
$2.26M +$88.9K +313 +4%
PIM
725
Penobscot Investment Management
Massachusetts
$2.25M +$2.31M +8,136 New
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