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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
726
Concourse Financial Group Securities
Alabama
$515K +$32.8K +234 +8%
FAB
727
First American Bank
Illinois
$511K -$62.9K -449 -12%
WA
728
Wealth Alliance
New York
$511K +$14.9K +106 +3%
CA
729
Commerzbank Aktiengesellschaft
Germany
$508K – – –
BRWM
730
B. Riley Wealth Management
Tennessee
$505K -$401K -2,860 -47%
SCM
731
Shelton Capital Management
Colorado
$505K -$19.2K -137 -4%
B
732
Barings
North Carolina
$504K -$79.8K -569 -15%
EGM
733
Engineers Gate Manager
New York
$503K -$7.13M -50,868 -94%
AFM
734
Abbot Financial Management
Massachusetts
$502K – – –
IAIM
735
International Assets Investment Management
Florida
$498K +$167K +1,190 +58%
MAFM
736
Mid Atlantic Financial Management
Pennsylvania
$493K -$26.5K -189 -6%
BG
737
Bollard Group
Massachusetts
$491K – – –
TCM
738
Tributary Capital Management
Nebraska
$487K -$8.41K -60 -2%
BUB
739
BBVA USA Bancshares
Texas
$487K +$3.08K +22 +0.7%
ACP
740
Ashfield Capital Partners
California
$484K – – –
MPPW
741
Mitchell & Pahl Private Wealth
Oklahoma
$482K +$439K +3,130 New
HJIM
742
Henry James International Management
New York
$479K – – –
LCWP
743
Legacy Capital Wealth Partners
Arkansas
$477K +$432K +3,083 New
SGI
744
Summit Global Investments
Utah
$472K -$89.1K -636 -17%
EWA
745
Encompass Wealth Advisors
Oregon
$472K +$430K +3,069 New
TSW
746
Thompson Siegel & Walmsley
Virginia
$471K -$5.61K -40 -1%
MYLI
747
Meiji Yasuda Life Insurance
Japan
$469K +$427K +3,044 New
EHC
748
Everett Harris & Co
California
$466K +$34.1K +243 +9%
OWM
749
OneAscent Wealth Management
Alabama
$465K +$421K +3,005 New
ECM
750
Evergreen Capital Management
Washington
$464K -$3.36K -24 -0.8%
28 29
30
31 32