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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
776
Stratos Wealth Advisors
Ohio
$963K -$19.3K -92 -2%
MFG
777
Monte Financial Group
Connecticut
$958K +$152K +723 +17%
HT
778
Heritage Trust
Oklahoma
$955K -$8.41K -40 -0.8%
SL
779
Summitry LLC
California
$949K -$31.9K -152 -3%
FFM
780
Forum Financial Management
Illinois
$941K +$5.46K +26 +0.5%
TAM
781
Trust Asset Management
Texas
$938K +$4.83K +23 +0.5%
WP
782
WealthSource Partners
California
$937K -$7.14K -34 -0.7%
PHS
783
Pekin Hardy Strauss
Illinois
$937K +$18.1K +86 +2%
HCPC
784
Hamilton Capital Partners (Canada)
$932K -$126K -600 -11%
ANTB
785
AMG National Trust Bank
Colorado
$929K -$77.8K -370 -7%
MP
786
McDonald Partners
Ohio
$922K +$28K +133 +3%
AWM
787
Axxcess Wealth Management
California
$922K -$240K -1,144 -19%
WGCA
788
Wolf Group Capital Advisors
Virginia
$922K – – –
BTI
789
Blue Trust Inc
Georgia
$917K +$38.2K +182 +5%
SPC
790
Sigma Planning Corp
Michigan
$916K +$170K +811 +21%
DEA
791
DoubleLine ETF Adviser
Florida
$909K -$250K -1,188 -20%
S
792
SignatureFD
Georgia
$908K -$37.6K -179 -4%
TCA
793
Transcend Capital Advisors
New Jersey
$908K +$47.5K +226 +5%
PCM
794
Parsons Capital Management
Rhode Island
$905K -$25.4K -121 -3%
RC
795
Roundview Capital
New Jersey
$904K +$55.3K +263 +6%
NPA
796
Nichols & Pratt Advisers
Massachusetts
$901K +$316K +1,503 +48%
PP
797
PFS Partners
New Jersey
$901K +$1.68K +8 +0.2%
SI
798
Saxon Interests
Texas
$900K +$30.5K +145 +3%
WB
799
Webster Bank
Connecticut
$888K +$15.1K +72 +2%
MYLI
800
Meiji Yasuda Life Insurance
Japan
$887K -$4.2K -20 -0.4%
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