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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Connecticut Wealth Management
Connecticut
$616K +$54.7K +279 +10%
TWC
902
TD Waterhouse Canada
Ontario, Canada
$614K -$523K -2,669 -46%
WQ
903
Wealth Quarterback
New Jersey
$613K +$623K +3,182 New
WPC
904
Wedmont Private Capital
Pennsylvania
$613K +$115K +586 +22%
SC
905
Saturna Capital
Washington
$610K – – –
AIM
906
Achmea Investment Management
Netherlands
$608K -$3.99M -20,381 -87%
MMPW
907
Mitchell McLeod Pugh & Williams
Alabama
$603K -$3.13K -16 -0.5%
OIA
908
Optimum Investment Advisors
Illinois
$602K +$89.1K +455 +17%
EWA
909
Encompass Wealth Advisors
Oregon
$596K – – –
WJWM
910
Williams Jones Wealth Management
New York
$595K +$11.4K +58 +2%
IWM
911
IHT Wealth Management
Illinois
$594K +$373K +1,904 +161%
AFM
912
Abbot Financial Management
Massachusetts
$594K -$7.05K -36 -1%
UAS
913
United Asset Strategies
New York
$593K +$22.9K +117 +4%
PWP
914
Principle Wealth Partners
Connecticut
$591K – – –
MPI
915
Mairs & Power Inc
Minnesota
$591K +$7.05K +36 +1%
IFU
916
iSAM Funds (UK)
United Kingdom
$591K +$601K +3,068 New
LWAM
917
Legacy Wealth Asset Management
Minnesota
$590K -$186K -951 -24%
FDCDDQ
918
Federation des caisses Desjardins du Quebec
Quebec, Canada
$585K -$1.64M -8,383 -73%
DFCM
919
Dark Forest Capital Management
Puerto Rico
$584K +$586K +2,990 +6,953%
JSL
920
JT Stratford LLC
Georgia
$583K +$593K +3,027 New
XSC
921
X-Square Capital
Puerto Rico
$581K – – –
CCG
922
Ceeto Capital Group
Florida
$580K – – –
CI
923
Conning Inc
Connecticut
$578K -$198K -1,013 -25%
SWM
924
Spire Wealth Management
Virginia
$578K +$150K +767 +34%
ACM
925
Advisors Capital Management
New Jersey
$577K +$301K +1,536 +105%
35 36
37
38 39