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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
876
West Oak Capital
California
$340K -$26.3K -150 -7%
VFA
877
Voya Financial Advisors
Connecticut
$340K +$4.73K +27 +1%
GC
878
Grimes & Company
Massachusetts
$340K +$9.47K +54 +3%
JIC
879
Joel Isaacson & Co
New York
$339K – – –
WJWM
880
Williams Jones Wealth Management
New York
$337K +$3.51K +20 +1%
OWM
881
OneAscent Wealth Management
Alabama
$334K +$336K +1,918 New
KPW
882
Kore Private Wealth
New York
$332K +$1.93K +11 +0.6%
CC
883
Centiva Capital
New York
$331K -$2.3M -13,122 -87%
SFG
884
Summit Financial Group
West Virginia
$328K – – –
YWP
885
YorkBridge Wealth Partners
New York
$328K – – –
CFFP
886
Center for Financial Planning
Michigan
$326K +$26.8K +153 +9%
MW
887
Marcum Wealth
Ohio
$325K -$10.7K -61 -3%
XSC
888
X-Square Capital
Puerto Rico
$325K +$69.9K +399 +27%
HCP
889
Holt Capital Partners
Texas
$324K – – –
BOPW
890
Brandywine Oak Private Wealth
Pennsylvania
$324K +$70.1K +400 +27%
PI
891
Putnam Investments
Massachusetts
$323K -$6.49K -37 -2%
IP
892
Investment Partners
Ohio
$323K +$1.4K +8 +0.4%
BAM
893
Barrett Asset Management
New York
$322K +$38.6K +220 +13%
EGM
894
Engineers Gate Manager
New York
$320K -$2.03M -11,564 -86%
AC
895
Arjuna Capital
North Carolina
$319K +$323K +1,840 New
SCM
896
Stonebridge Capital Management
California
$317K – – –
ACA
897
Atlas Capital Advisors
Wyoming
$315K – – –
JF
898
Jump Financial
Illinois
$313K +$316K +1,804 New
EGA
899
E&G Advisors
Texas
$310K +$313K +1,786 New
FFN
900
Focus Financial Network
Minnesota
$308K +$1.58K +9 +0.5%
34 35
36
37 38