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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
901
WBH Advisory
Maryland
$1.19M +$171K +624 +18%
FSA
902
Financial Security Advisor
Virginia
$1.19M -$14K -51 -1%
GLA
903
Good Life Advisors
Pennsylvania
$1.19M +$618K +2,254 +121%
CAG
904
Csenge Advisory Group
Florida
$1.19M -$203K -739 -15%
LA
905
Lakeside Advisors
Washington
$1.18M – – –
V
906
ViaWealth
Kansas
$1.18M -$237K -866 -17%
CI
907
Cigna Investments
Connecticut
$1.18M -$45.8K -167 -4%
TCA
908
Transcend Capital Advisors
New Jersey
$1.18M -$5.21K -19 -0.5%
SCM
909
Silvant Capital Management
Georgia
$1.17M -$91.8K -335 -8%
MMG
910
Monetary Management Group
Missouri
$1.16M – – –
FRA
911
Frank Rimerman Advisors
California
$1.16M -$15.1K -55 -1%
BTI
912
Blue Trust Inc
Georgia
$1.16M +$450K +1,642 +56%
OCM
913
One Capital Management
California
$1.16M -$312K -1,138 -22%
CWM
914
Cornerstone Wealth Management
Missouri
$1.15M +$329K +1,200 +43%
EB
915
Emprise Bank
Kansas
$1.15M -$7.95K -29 -0.7%
MWA
916
Meridian Wealth Advisors
Texas
$1.15M -$181K -659 -14%
CAM
917
Columbia Asset Management
Michigan
$1.15M +$17.8K +65 +2%
FA
918
FC Advisory
Pennsylvania
$1.14M – – –
FFWA
919
FRG Family Wealth Advisors
Washington
$1.14M – – –
ACA
920
Aptus Capital Advisors
Alabama
$1.14M -$9.32K -34 -0.9%
CI
921
Conning Inc
Connecticut
$1.13M +$255K +929 +31%
TWM
922
Trueblood Wealth Management
Ohio
$1.13M +$3.56K +13 +0.3%
BMCM
923
Bryn Mawr Capital Management
Pennsylvania
$1.13M +$6.85K +25 +0.6%
WANY
924
Wealthspire Advisors (New York)
New York
$1.12M +$58.4K +213 +6%
FCP
925
Fidelis Capital Partners
Florida
$1.12M -$35.1K -128 -3%
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