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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
801
Resources Management Corp
Connecticut
$1.75M -$15.6K -57 -0.9%
KWM
802
Kingsview Wealth Management
Oregon
$1.74M +$188K +686 +13%
LCWP
803
Legacy Capital Wealth Partners
Arkansas
$1.73M +$773K +2,819 +88%
PA
804
Parallel Advisors
California
$1.72M +$88.3K +322 +6%
CIC
805
Chase Investment Counsel
Virginia
$1.71M -$127K -465 -7%
WKWM
806
Walter & Keenan Wealth Management
Indiana
$1.71M +$1.62M +5,913 New
TPW
807
Transatlantique Private Wealth
New York
$1.7M -$60.3K -220 -4%
GS
808
GTS Securities
Florida
$1.7M -$558K -2,036 -26%
S
809
SignatureFD
Georgia
$1.69M +$27.4K +100 +2%
DFC
810
DB Fitzpatrick & Co
Idaho
$1.68M -$30.7K -112 -2%
AC
811
Arjuna Capital
North Carolina
$1.67M +$8.22K +30 +0.5%
DEA
812
DoubleLine ETF Adviser
Florida
$1.67M -$239K -870 -13%
SJL
813
Shayne & Jacobs LLC
Tennessee
$1.67M – – –
JCM
814
Jacobi Capital Management
Pennsylvania
$1.65M -$23K -84 -1%
TSWM
815
Tyler-Stone Wealth Management
Ohio
$1.65M +$785K +2,862 +100%
EF
816
Exeter Financial
Arizona
$1.65M -$6.85K -25 -0.4%
CC
817
Chicago Capital
Illinois
$1.64M +$40.6K +148 +3%
HCP
818
Holt Capital Partners
Texas
$1.64M +$75.7K +276 +5%
WQ
819
Wealth Quarterback
New Jersey
$1.63M -$209K -762 -12%
CM
820
Crestline Management
Texas
$1.62M +$1.54M +5,629 New
SPC
821
Sigma Planning Corp
Michigan
$1.61M +$22.2K +81 +1%
GI
822
GS Investments
Minnesota
$1.6M – – –
CNBT
823
Canandaigua National Bank & Trust
New York
$1.6M -$162K -591 -10%
WAP
824
Wealthcare Advisory Partners
Pennsylvania
$1.6M +$37.3K +136 +3%
TCOO
825
Trust Company of Oklahoma
Oklahoma
$1.6M -$54K -197 -3%
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