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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
776
Monarch Capital Management
Indiana
$2.13M +$107K +390 +5%
PL
777
Perpetual Ltd
Australia
$2.13M +$145K +527 +8%
USCWA
778
U.S. Capital Wealth Advisors
Texas
$2.12M -$46.8K -170 -2%
FFM
779
Forum Financial Management
Illinois
$2.12M +$1.1K +4 +0.1%
ADBIC
780
A.D. Beadell Investment Counsel
Wisconsin
$2.1M -$46.8K -170 -2%
AWM
781
Aries Wealth Management
Maine
$2.1M – – –
WAP
782
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$38.8K +141 +2%
LAIC
783
Lederer & Associates Investment Counsel
California
$2.1M -$33.9K -123 -2%
BWM
784
BKM Wealth Management
Wisconsin
$2.08M +$41K +149 +2%
MPPW
785
Mitchell & Pahl Private Wealth
Oklahoma
$2.08M +$9.63K +35 +0.5%
SWP
786
Stratos Wealth Partners
Ohio
$2.08M +$616K +2,237 +44%
GIA
787
Guyasuta Investment Advisors
Pennsylvania
$2.06M +$1.1K +4 +0.1%
MIC
788
Meridian Investment Counsel
California
$2.03M +$44K +160 +2%
CANC
789
Culbertson A N & Co
Virginia
$2.03M +$1.98M +7,186 New
DAC
790
Dividend Assets Capital
South Carolina
$2.02M +$94.1K +342 +5%
NRS
791
Neville Rodie & Shaw
New York
$2.02M – – –
NB
792
NBT Bank
New York
$2.01M -$40.2K -146 -2%
RBI
793
Raiffeisen Bank International
Austria
$2M +$677K +2,461 +52%
TE
794
Tema ETFs
New York
$2M +$1.95M +7,091 New
HT
795
Heritage Trust
Oklahoma
$2M -$241K -875 -11%
AO
796
Advisor OS
Illinois
$1.99M +$1.05M +3,809 +117%
EH
797
Equitable Holdings
New York
$1.98M +$86.1K +313 +5%
CHAM
798
Clear Harbor Asset Management
Connecticut
$1.96M +$5.5K +20 +0.3%
S
799
SimplyRich
California
$1.96M -$1.93K -7 -0.1%
PCIA
800
Prime Capital Investment Advisors
Kansas
$1.95M -$65.5K -238 -3%
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