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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
851
Berkeley Capital Partners
Georgia
$242K -$17.9K -125 -5%
IA
852
IFP Advisors
Florida
$242K +$4.16K +29 +1%
FPCG
853
Fort Pitt Capital Group
Pennsylvania
$238K -$3.15K -22 -1%
1SB
854
1ST Source Bank
Indiana
$238K – – –
PAIM
855
Punch & Associates Investment Management
Minnesota
$238K – – –
WOC
856
West Oak Capital
California
$236K – – –
WAS
857
Wealth Advisory Solutions
Indiana
$236K +$303K +2,114 New
EGA
858
E&G Advisors
Texas
$235K -$87.5K -610 -23%
WAM
859
Wealthspire Advisors (Maryland)
Maryland
$233K -$65.1K -454 -18%
MRCM
860
M&R Capital Management
New Jersey
$233K – – –
CIA
861
Capital Investment Advisors
Georgia
$231K -$57.1K -398 -16%
OFS
862
OneAscent Financial Services
Alabama
$231K +$46.3K +323 +19%
IAIM
863
International Assets Investment Management
Florida
$231K +$296K +2,064 New
SFG
864
Summit Financial Group
West Virginia
$228K – – –
BOH
865
Bank of Hawaii
Hawaii
$228K +$3.58K +25 +1%
AT
866
Arden Trust
Delaware
$225K -$121K -846 -30%
CAM
867
Carret Asset Management
New York
$225K -$71.7K -500 -20%
CFG
868
Capstone Financial Group
Oklahoma
$225K +$2.29K +16 +0.8%
EMG
869
ETF Managers Group
New Jersey
$225K +$28.7K +200 +11%
JIC
870
Joel Isaacson & Co
New York
$224K -$7.31K -51 -2%
SIG
871
Sky Investment Group
Connecticut
$223K +$4.88K +34 +2%
LSPW
872
Lake Street Private Wealth
Illinois
$222K -$20.5K -143 -7%
CPC
873
Congress Park Capital
New York
$221K -$266K -1,855 -48%
HH
874
Hilltop Holdings
Texas
$221K -$163K -1,140 -37%
HFG
875
Heron Financial Group
New York
$221K -$34.1K -238 -12%
33 34
35
36 37