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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
776
OneAscent Wealth Management
Alabama
$505K +$30.6K +190 +6%
BRWM
777
B. Riley Wealth Management
Tennessee
$504K -$14.7K -91 -3%
BG
778
Bollard Group
Massachusetts
$504K – – –
RI
779
Ridgewood Investments
New Jersey
$503K -$70.7K -439 -12%
FIM
780
Freedom Investment Management
Connecticut
$501K +$511K +3,174 New
HJIM
781
Henry James International Management
New York
$492K – – –
IA
782
IFP Advisors
Florida
$490K +$113K +700 +29%
PWP
783
Principle Wealth Partners
Connecticut
$488K +$140K +870 +39%
WA
784
Wealth Alliance
New York
$484K -$41.6K -258 -8%
TCM
785
Tributary Capital Management
Nebraska
$484K -$16.1K -100 -3%
MCM
786
Murphy Capital Management
New Jersey
$482K +$136K +845 +38%
JWCA
787
J.W. Cole Advisors
Florida
$479K +$244K +1,513 +100%
EHC
788
Everett Harris & Co
California
$478K – – –
NPA
789
Nichols & Pratt Advisers
Massachusetts
$476K +$110K +680 +29%
CAN
790
Cetera Advisor Networks
California
$475K +$41.9K +260 +9%
OF
791
Outfitter Financial
Maine
$474K – – –
CCG
792
Ceeto Capital Group
Florida
$474K +$483K +3,000 New
PCM
793
Prelude Capital Management
New York
$470K +$480K +2,981 New
EP
794
EPIQ Partners
Minnesota
$469K – – –
AC
795
Alexandria Capital
Virginia
$469K +$38.7K +240 +9%
AIC
796
Ameritas Investment Company
Nebraska
$465K +$475K +2,947 New
RE
797
RBC Europe
United Kingdom
$461K +$55.4K +344 +13%
LCWP
798
Legacy Capital Wealth Partners
Arkansas
$456K -$34.3K -213 -7%
FMWA
799
Forvis Mazars Wealth Advisors
Missouri
$453K -$278K -1,723 -38%
CGL
800
Clarius Group LLC
Washington
$450K +$38.7K +240 +9%
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