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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
876
IHT Wealth Management
Illinois
$1.97M -$10.8K -33 -0.6%
GIA
877
Guyasuta Investment Advisors
Pennsylvania
$1.96M – – –
DAS
878
Dynamic Advisor Solutions
Arizona
$1.95M -$397K -1,217 -18%
BCP
879
Berkeley Capital Partners
Georgia
$1.95M +$22.5K +69 +1%
VCM
880
Vavra Capital Management
Pennsylvania
$1.94M – – –
EWA
881
EverSource Wealth Advisors
Alabama
$1.94M -$463K -1,421 -20%
JCM
882
Jacobi Capital Management
Pennsylvania
$1.94M +$32K +98 +2%
EF
883
Exeter Financial
Arizona
$1.94M -$26.1K -80 -1%
GPFA
884
Game Plan Financial Advisors
Ohio
$1.92M +$1.61M +4,950 +734%
SCA
885
Snowden Capital Advisors
New York
$1.91M +$97.8K +300 +6%
BIM
886
Bridges Investment Management
Nebraska
$1.91M +$438K +1,344 +32%
WA
887
Waddell & Associates
Tennessee
$1.91M +$161K +494 +10%
VA
888
Valmark Advisers
Ohio
$1.91M -$42.1K -129 -2%
FMB
889
Field & Main Bank
Kentucky
$1.9M +$26.1K +80 +1%
CAG
890
Crestwood Advisors Group
Massachusetts
$1.9M +$242K +742 +15%
RF
891
Roxbury Financial
New Jersey
$1.9M +$25.4K +78 +1%
HCP
892
Holt Capital Partners
Texas
$1.89M +$48.9K +150 +3%
VIA
893
Virtus Investment Advisers
Connecticut
$1.89M -$241K -740 -12%
EFS
894
Essex Financial Services
Connecticut
$1.88M -$19.2K -59 -1%
TCBWMS
895
Texas Capital Bank Wealth Management Services
Texas
$1.86M -$96.5K -296 -5%
MCA
896
Magnolia Capital Advisors
Mississippi
$1.85M +$190K +584 +12%
FNT
897
First National Trust
Pennsylvania
$1.85M -$495K -1,517 -22%
MYIA
898
Mount Yale Investment Advisors
Colorado
$1.84M -$66.2K -203 -4%
AFG
899
Atomi Financial Group
New York
$1.84M +$60K +184 +4%
DFCM
900
Dark Forest Capital Management
Puerto Rico
$1.83M -$1.12M -3,420 -39%
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