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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
726
Integrated Wealth Concepts
Massachusetts
$930K +$99.9K +526 +11%
SWA
727
Stratos Wealth Advisors
Ohio
$916K -$273K -1,439 -22%
ACH
728
ArrowMark Colorado Holdings
Colorado
$904K -$194K -1,020 -17%
CCA
729
Checchi Capital Advisers
California
$896K +$1.14K +6 +0.1%
HT
730
Heritage Trust
Oklahoma
$895K -$40.6K -214 -4%
HCA
731
Harbour Capital Advisors
Virginia
$884K -$1.69M -8,921 -65%
WP
732
WealthSource Partners
California
$884K +$499K +2,626 +118%
WWM
733
Western Wealth Management
Colorado
$882K -$605K -3,184 -40%
KWM
734
Kingsview Wealth Management
Oregon
$878K +$142K +750 +18%
FFM
735
Forum Financial Management
Illinois
$877K -$43.1K -227 -4%
PHS
736
Pekin Hardy Strauss
Illinois
$877K +$190 +1 +0%
MCM
737
Mill Capital Management
North Carolina
$876K -$13.1K -69 -1%
DWT
738
Dorsey & Whitney Trust
South Dakota
$874K +$36.6K +193 +4%
TAM
739
Trust Asset Management
Texas
$874K +$54.1K +285 +6%
GAM
740
Gotham Asset Management
New York
$872K -$1.46M -7,671 -62%
OPS
741
Orion Portfolio Solutions
Nebraska
$872K +$130K +683 +17%
SEC
742
Seven Eight Capital
New York
$867K +$905K +4,765 New
WGCA
743
Wolf Group Capital Advisors
Virginia
$862K – – –
PCM
744
Parsons Capital Management
Rhode Island
$861K +$4.37K +23 +0.5%
TPCW
745
TD Private Client Wealth
New York
$861K +$23.9K +126 +3%
ANTB
746
AMG National Trust Bank
Colorado
$859K +$72.2K +380 +9%
BCP
747
Blackhawk Capital Partners
Wisconsin
$857K +$59.2K +312 +7%
TFA
748
Teamwork Financial Advisors
Texas
$852K -$3.7M -19,467 -81%
TNBTD
749
Trustmark National Bank Trust Department
Mississippi
$851K -$88.1K -464 -9%
CA
750
Commerzbank Aktiengesellschaft
Germany
$850K +$659K +3,472 +289%
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