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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
901
Trueblood Wealth Management
Ohio
$997K +$8.22K +32 +0.8%
TCWM
902
Total Clarity Wealth Management
Illinois
$992K +$999K +3,890 New
BMCM
903
Bryn Mawr Capital Management
Pennsylvania
$992K +$4.62K +18 +0.5%
DWM
904
Dynasty Wealth Management
Florida
$983K +$32.4K +126 +3%
KCM
905
KRS Capital Management
Michigan
$977K +$22.3K +87 +2%
OP
906
ORG Partners
Indiana
$963K +$971K +3,780 New
MW
907
Marcum Wealth
Ohio
$962K +$9.24K +36 +1%
HCA
908
Harbour Capital Advisors
Virginia
$956K -$3.85K -15 -0.4%
CCA
909
Checchi Capital Advisers
California
$952K +$19.3K +75 +2%
ARG
910
Advisory Resource Group
Oklahoma
$952K +$50.8K +198 +6%
FHA
911
Flagship Harbor Advisors
Massachusetts
$951K +$296K +1,152 +45%
EP
912
EPIQ Partners
Minnesota
$947K – – –
SL
913
Sentry LLC
Tennessee
$944K – – –
BCM
914
Bayesian Capital Management
New York
$944K -$1.56M -6,086 -62%
GM
915
GeoWealth Management
Illinois
$943K +$86K +335 +10%
WANY
916
Wealthspire Advisors (New York)
New York
$938K +$24.9K +97 +3%
BOH
917
Bank of Hawaii
Hawaii
$936K -$31.6K -123 -3%
MMPW
918
Mitchell McLeod Pugh & Williams
Alabama
$935K +$6.16K +24 +0.7%
FIM
919
Freedom Investment Management
Connecticut
$933K +$485K +1,889 +107%
LSPW
920
Lake Street Private Wealth
Illinois
$932K +$10.8K +42 +1%
RVPG
921
Relative Value Partners Group
$932K +$939K +3,655 New
SA
922
SRN Advisors
Pennsylvania
$927K – – –
GWA
923
Gratus Wealth Advisors
Virginia
$922K -$38K -148 -4%
GI
924
GAMMA Investing
California
$921K +$199K +775 +27%
BHA
925
Beech Hill Advisors
New York
$921K – – –
35 36
37
38 39