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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
801
Sigma Planning Corp
Michigan
$1.4M +$353K +1,376 +33%
SWP
802
Stratos Wealth Partners
Ohio
$1.39M -$49.6K -193 -3%
BIM
803
Baldwin Investment Management
Pennsylvania
$1.39M -$2.57K -10 -0.2%
PAG
804
Paladin Advisory Group
Iowa
$1.38M – – –
MCA
805
Magnolia Capital Advisors
Mississippi
$1.38M +$1.39M +5,412 New
WAP
806
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$360K +1,401 +35%
HCP
807
Holt Capital Partners
Texas
$1.38M -$8.99K -35 -0.6%
CCM
808
Coldstream Capital Management
Washington
$1.37M +$37.2K +145 +3%
KWM
809
Kingsview Wealth Management
Oregon
$1.37M +$13.9K +54 +1%
WA
810
Waverly Advisors
Alabama
$1.37M +$31.6K +123 +2%
GCM
811
Galibier Capital Management
Ontario, Canada
$1.35M +$1.36M +5,297 New
VFA
812
Valeo Financial Advisors
Indiana
$1.34M +$78.8K +307 +6%
VIG
813
Vienna Insurance Group
Poland
$1.34M +$3.6K +14 +0.3%
SP
814
Stablepoint Partners
Massachusetts
$1.33M -$48.3K -188 -4%
CFD
815
Creative Financial Designs
Indiana
$1.33M -$6.16K -24 -0.5%
WPC
816
Wedmont Private Capital
Pennsylvania
$1.32M +$138K +538 +12%
MFG
817
Monte Financial Group
Connecticut
$1.32M +$21.1K +82 +2%
OCM
818
One Capital Management
California
$1.32M +$999K +3,892 +307%
CTC
819
Central Trust Company
Missouri
$1.32M -$32.6K -127 -2%
GSEP
820
Golden State Equity Partners
California
$1.31M +$1.31M +5,119 New
ADL
821
Asset Dedication LLC
California
$1.31M +$77.8K +303 +6%
FMB
822
Field & Main Bank
Kentucky
$1.29M +$57K +222 +5%
CPC
823
Cookson Peirce & Co
Pennsylvania
$1.29M +$22.9K +89 +2%
LWAM
824
Legacy Wealth Asset Management
Minnesota
$1.29M +$4.62K +18 +0.4%
MWM
825
Meridian Wealth Management
Kentucky
$1.27M +$1.28M +4,997 New
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