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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHC
826
Bowen Hanes & Co
Florida
$2.31M – – –
S
827
SimplyRich
California
$2.31M -$28.4K -87 -1%
SL
828
Summitry LLC
California
$2.29M +$127K +388 +6%
TCP
829
TMB Capital Partners
Arkansas
$2.27M -$82.5K -253 -4%
SC
830
Syon Capital
California
$2.27M +$352K +1,079 +19%
BPCE
831
Bank Pictet & Cie (Europe)
Germany
$2.26M +$38.5K +118 +2%
NWMG
832
Nicholson Wealth Management Group
South Carolina
$2.25M -$52.2K -160 -2%
AC
833
AXQ Capital
New Jersey
$2.25M +$2.15M +6,589 New
FLI
834
Family Legacy Inc
South Carolina
$2.23M -$11.4K -35 -0.5%
IC
835
Inscription Capital
Texas
$2.23M +$245K +752 +13%
TPA
836
Trivium Point Advisory
Connecticut
$2.22M +$1M +3,070 +89%
MWM
837
Modern Wealth Management
Kansas
$2.21M +$689K +2,112 +48%
EB
838
Eastern Bank
Massachusetts
$2.21M -$152K -465 -7%
MO
839
McMillan Office
Michigan
$2.21M – – –
IPW
840
Impact Partnership Wealth
Georgia
$2.2M +$454K +1,392 +27%
LWM
841
Lyell Wealth Management
California
$2.2M +$2.1M +6,446 New
DFG
842
Demars Financial Group
Washington
$2.19M +$235K +722 +13%
MFWP
843
Mosaic Family Wealth Partners
Missouri
$2.19M +$1.89M +5,802 +939%
MA
844
Mutual Advisors
Nebraska
$2.19M +$67.2K +206 +3%
TCIIS
845
TIAA-CREF Individual & Institutional Services
New York
$2.18M -$236K -724 -10%
PP
846
PFS Partners
New Jersey
$2.18M +$980K +3,005 +89%
JBC
847
Jefferson Bridge Capital
Tennessee
$2.17M – – –
MTIC
848
Missouri Trust & Investment Company
Missouri
$2.16M +$234K +716 +13%
A
849
AustralianSuper
Australia
$2.16M – – –
NB
850
NBT Bank
New York
$2.14M -$14.4K -44 -0.7%
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