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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACL
826
Applied Capital LLC
Florida
$823K – – –
S
827
SignatureFD
Georgia
$821K -$80.9K -413 -9%
CFA
828
CWS Financial Advisors
Michigan
$820K -$3.92K -20 -0.5%
TCA
829
Transcend Capital Advisors
New Jersey
$818K -$83.3K -425 -9%
GCP
830
GSA Capital Partners
United Kingdom
$816K +$490K +2,501 +144%
EFS
831
Essex Financial Services
Connecticut
$814K +$16.1K +82 +2%
CPR
832
CSU Producer Resources
Ohio
$811K – – –
ATPW
833
Ashton Thomas Private Wealth
Arizona
$802K +$528K +2,693 +183%
PWM
834
Perigon Wealth Management
California
$796K +$87K +444 +12%
HCA
835
Harbour Capital Advisors
Virginia
$794K -$79.3K -405 -9%
CCM
836
Coldstream Capital Management
Washington
$789K +$23.1K +118 +3%
BIC
837
Beach Investment Counsel
Pennsylvania
$785K +$20.2K +103 +3%
APWM
838
Atlas Private Wealth Management
New York
$779K +$20.6K +105 +3%
SBH
839
Segall Bryant & Hamill
Illinois
$778K – – –
HW
840
Hancock Whitney
Mississippi
$777K +$385K +1,966 +95%
SI
841
Saxon Interests
Texas
$776K -$119K -609 -13%
MNBTD
842
Moody National Bank Trust Division
Texas
$775K – – –
CWM
843
Compass Wealth Management
Connecticut
$773K -$23.5K -120 -3%
IIM
844
InTrack Investment Management
Vermont
$770K +$784K +4,000 New
FAIM
845
Financial Advocates Investment Management
Washington
$770K +$7.05K +36 +0.9%
FFWA
846
FRG Family Wealth Advisors
Washington
$769K +$4.9K +25 +0.6%
PA
847
Parallel Advisors
California
$768K +$101K +518 +15%
KWM
848
Kingsview Wealth Management
Oregon
$765K +$31K +158 +4%
FMB
849
Field & Main Bank
Kentucky
$763K +$16.3K +83 +2%
FA
850
FC Advisory
Pennsylvania
$763K – – –
32 33
34
35 36