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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
826
Bank Pictet & Cie (Europe)
Germany
$2.26M +$38.5K +118 +2%
NWMG
827
Nicholson Wealth Management Group
South Carolina
$2.25M -$52.2K -160 -2%
AC
828
AXQ Capital
New Jersey
$2.25M +$2.15M +6,589 New
FLI
829
Family Legacy Inc
South Carolina
$2.23M -$11.4K -35 -0.5%
IC
830
Inscription Capital
Texas
$2.23M +$245K +752 +13%
TPA
831
Trivium Point Advisory
Connecticut
$2.22M +$1M +3,070 +89%
MWM
832
Modern Wealth Management
Kansas
$2.21M +$689K +2,112 +48%
EB
833
Eastern Bank
Massachusetts
$2.21M -$152K -465 -7%
MO
834
McMillan Office
Michigan
$2.21M – – –
IPW
835
Impact Partnership Wealth
Georgia
$2.2M +$454K +1,392 +27%
LWM
836
Lyell Wealth Management
California
$2.2M +$2.1M +6,446 New
DFG
837
Demars Financial Group
Washington
$2.19M +$235K +722 +13%
MFWP
838
Mosaic Family Wealth Partners
Missouri
$2.19M +$1.89M +5,802 +939%
MA
839
Mutual Advisors
Nebraska
$2.19M +$67.2K +206 +3%
TCIIS
840
TIAA-CREF Individual & Institutional Services
New York
$2.18M -$236K -724 -10%
PP
841
PFS Partners
New Jersey
$2.18M +$980K +3,005 +89%
JBC
842
Jefferson Bridge Capital
Tennessee
$2.17M – – –
MTIC
843
Missouri Trust & Investment Company
Missouri
$2.16M +$234K +716 +13%
A
844
AustralianSuper
Australia
$2.16M – – –
NB
845
NBT Bank
New York
$2.14M -$14.4K -44 -0.7%
RIG
846
RiverFront Investment Group
Virginia
$2.14M +$322K +987 +19%
BRWA
847
B. Riley Wealth Advisors
Florida
$2.14M -$132K -404 -6%
TPCW
848
TD Private Client Wealth
New York
$2.13M +$550K +1,686 +37%
DTC
849
Davidson Trust Company
Washington
$2.13M -$28.4K -87 -1%
CCP
850
Cunning Capital Partners
North Carolina
$2.12M – – –
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