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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
776
TownSquare Capital
Utah
$415K -$2.61M -18,109 -87%
SYBT
777
Stock Yards Bank & Trust
Kentucky
$415K – – –
TF
778
Tompkins Financial
New York
$414K -$10.1K -70 -2%
TPWA
779
TRUE Private Wealth Advisors
Oregon
$414K +$197K +1,367 +94%
SCP
780
Seizert Capital Partners
Michigan
$413K -$141K -976 -26%
MA
781
Mutual Advisors
Nebraska
$413K +$578 +4 +0.1%
SC
782
Savant Capital
Illinois
$412K +$5.78K +40 +1%
LSAG
783
Lake Street Advisors Group
New Hampshire
$411K -$392K -2,716 -49%
BSW
784
Buckingham Strategic Wealth
Missouri
$407K -$79.3K -549 -17%
QCG
785
Quadrant Capital Group
Ohio
$406K +$133K +923 +48%
BCP
786
Blackhawk Capital Partners
Wisconsin
$405K -$80.7K -559 -17%
NICM
787
Neo Ivy Capital Management
New York
$405K +$397K +2,748 New
CAN
788
Cetera Advisor Networks
California
$403K +$433 +3 +0.1%
AWM
789
Affinity Wealth Management
Delaware
$403K +$1.59K +11 +0.4%
IC
790
Inscription Capital
Texas
$400K -$18.6K -129 -5%
FHA
791
Flagship Harbor Advisors
Massachusetts
$400K +$10.8K +75 +3%
EGA
792
E&G Advisors
Texas
$399K -$43.3K -300 -10%
SWM
793
SeaCrest Wealth Management
New York
$398K -$28K -194 -7%
TFS
794
Thoroughbred Financial Services
Tennessee
$398K +$12.1K +84 +3%
MSS
795
Mitchell Sinkler & Starr
Pennsylvania
$388K -$28.9K -200 -7%
PPSG
796
Princeton Portfolio Strategies Group
New Jersey
$388K – – –
GCMG
797
Gyroscope Capital Management Group
Florida
$387K +$373K +2,584 New
RE
798
RBC Europe
United Kingdom
$385K – – –
MRCM
799
M&R Capital Management
New Jersey
$385K – – –
SXL
800
Summit X LLC
Missouri
$384K – – –
30 31
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