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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
926
BluePath Capital Management
Georgia
$1.46M +$117K +399 +9%
RA
927
RoundAngle Advisors
New Jersey
$1.46M +$79.8K +273 +6%
TPCW
928
TD Private Client Wealth
New York
$1.45M +$6.14K +21 +0.5%
ARG
929
Advisory Resource Group
Oklahoma
$1.45M +$10.2K +35 +0.8%
MTIC
930
Missouri Trust & Investment Company
Missouri
$1.45M +$38.3K +131 +3%
LOWM
931
Laurel Oak Wealth Management
New Jersey
$1.45M +$1.36M +4,639 New
AFG
932
Atomi Financial Group
New York
$1.45M +$2.92K +10 +0.2%
MDA
933
Minot DeBlois Advisors
Massachusetts
$1.44M +$17.8K +61 +1%
AIA
934
AssuredPartners Investment Advisors
Florida
$1.43M +$588K +2,012 +78%
CNBT
935
Canandaigua National Bank & Trust
New York
$1.43M -$126K -432 -9%
PCM
936
Parsons Capital Management
Rhode Island
$1.42M -$11.7K -40 -0.9%
XT
937
XTX Topco
Cayman Islands
$1.42M +$1.33M +4,558 New
BCM
938
Brookstone Capital Management
Illinois
$1.42M -$15.5K -53 -1%
ADL
939
Asset Dedication LLC
California
$1.41M -$5.26K -18 -0.4%
LSA
940
Lansing Street Advisors
Pennsylvania
$1.41M +$19.3K +66 +1%
CCG
941
Ceeto Capital Group
Florida
$1.41M – – –
CWM
942
Cornerstone Wealth Management
Missouri
$1.4M +$86.6K +296 +7%
API
943
Asset Planning Inc
California
$1.4M -$42.1K -144 -3%
SAI
944
Savvy Advisors Inc
New York
$1.39M +$525K +1,795 +67%
AAM
945
Advisors Asset Management
Colorado
$1.39M +$153K +522 +13%
CB
946
CNB Bank
Pennsylvania
$1.39M +$71.3K +244 +6%
FG
947
Fiduciary Group
Georgia
$1.38M -$178K -610 -12%
MCWA
948
Meadow Creek Wealth Advisors
Georgia
$1.36M -$6.72K -23 -0.5%
HA
949
Huntleigh Advisors
Missouri
$1.36M -$7.89K -27 -0.6%
HDA
950
Harold Davidson & Associates
California
$1.36M -$128K -439 -9%
36 37
38
39 40