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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
801
Edmond de Rothschild Holding
Switzerland
$310K +$51.7K +400 +20%
VFA
802
Valeo Financial Advisors
Indiana
$309K -$25.6K -198 -8%
FPCG
803
Fort Pitt Capital Group
Pennsylvania
$303K – – –
CFGS
804
Concourse Financial Group Securities
Alabama
$303K +$260K +2,009 +616%
CCM
805
Cribstone Capital Management
Maine
$302K – – –
LIA
806
LSP Investment Advisors
New York
$300K – – –
BHWM
807
Bar Harbor Wealth Management
New Hampshire
$299K -$26.6K -206 -8%
PIA
808
Pinion Investment Advisors
Kansas
$299K +$67.8K +525 +29%
DY
809
Dowling & Yahnke
California
$299K +$289K +2,234 New
BWM
810
BerganKDV Wealth Management
Minnesota
$297K -$22.6K -175 -7%
BCP
811
Berkeley Capital Partners
Georgia
$296K -$530K -4,102 -64%
BHIA
812
Birch Hill Investment Advisors
Massachusetts
$295K -$49K -379 -14%
LWS
813
Lucia Wealth Services
California
$294K -$131K -1,010 -31%
FHA
814
Flagship Harbor Advisors
Massachusetts
$293K -$48.8K -378 -14%
PCA
815
Peddock Capital Advisors
Massachusetts
$293K – – –
CA
816
Cetera Advisors
Colorado
$292K -$31.4K -243 -10%
SC
817
Searle & Co
Connecticut
$292K – – –
IFWM
818
Institute for Wealth Management
Colorado
$289K +$289K +2,235 New
PP
819
Prudential plc
United Kingdom
$288K – – –
1SB
820
1ST Source Bank
Indiana
$287K -$1.42K -11 -0.5%
MMHP
821
Murphy Middleton Hinkle & Parker
Georgia
$286K – – –
DTL
822
Dynamic Technology Lab
Singapore
$284K -$1.37M -10,602 -83%
MMG
823
Monetary Management Group
Missouri
$284K – – –
IC
824
Inscription Capital
Texas
$284K +$282K +2,182 New
CGL
825
Clarius Group LLC
Washington
$280K +$20K +155 +8%
31 32
33
34 35