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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
926
BluePath Capital Management
Georgia
$1.19M +$212K +748 +20%
CAG
927
Csenge Advisory Group
Florida
$1.18M +$37.8K +133 +3%
DDC
928
DF Dent & Co
Maryland
$1.18M -$113K -397 -9%
MCWA
929
Meadow Creek Wealth Advisors
Georgia
$1.17M +$3.69K +13 +0.3%
FG
930
Fiduciary Group
Georgia
$1.16M +$284 +1 +0%
CPR
931
CSU Producer Resources
Ohio
$1.16M – – –
CCG
932
Ceeto Capital Group
Florida
$1.16M – – –
PA
933
PFG Advisors
Arizona
$1.16M +$239K +840 +25%
WC
934
Westhampton Capital
North Carolina
$1.16M – – –
FRA
935
Frank Rimerman Advisors
California
$1.16M +$46.3K +163 +4%
CWM
936
Cornerstone Wealth Management
Missouri
$1.16M +$52.3K +184 +5%
MA
937
Montag & Associates
Georgia
$1.16M -$73.8K -260 -6%
TWM
938
Trueblood Wealth Management
Ohio
$1.15M +$71K +250 +6%
TCWM
939
Total Clarity Wealth Management
Illinois
$1.14M -$2.84K -10 -0.2%
SWMG
940
Stillwater Wealth Management Group
Florida
$1.14M +$1.17M +4,131 New
CI
941
Conning Inc
Connecticut
$1.14M +$54K +190 +5%
CI
942
Cigna Investments
Connecticut
$1.13M – – –
RAM
943
Readystate Asset Management
Illinois
$1.13M +$1.16M +4,089 New
FSA
944
Financial Security Advisor
Virginia
$1.12M -$18.5K -65 -2%
VIG
945
Vienna Insurance Group
Poland
$1.12M -$292K -1,029 -20%
BMCM
946
Bryn Mawr Capital Management
Pennsylvania
$1.12M +$40K +141 +4%
ONB
947
Old National Bancorp
Indiana
$1.12M -$42K -148 -4%
MMG
948
Monetary Management Group
Missouri
$1.11M – – –
WA
949
WBH Advisory
Maryland
$1.11M -$32.9K -116 -3%
IWM
950
IHT Wealth Management
Illinois
$1.11M -$298K -1,051 -21%
36 37
38
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