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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
951
Syon Capital
California
$843K +$24.9K +97 +3%
VEA
952
Virtus ETF Advisers
New York
$843K +$39.5K +154 +5%
SYBT
953
Stock Yards Bank & Trust
Kentucky
$842K +$11.6K +45 +1%
AUB
954
Atlantic Union Bankshares
Virginia
$839K +$550K +2,141 +186%
BPC
955
Banque Pictet & Cie
Switzerland
$837K – – –
BCM
956
BluePath Capital Management
Georgia
$834K +$215K +838 +34%
HH
957
Hilltop Holdings
Texas
$833K +$132K +515 +19%
WIA
958
World Investment Advisors
California
$825K +$830K +3,233 New
LSAG
959
Lake Street Advisors Group
New Hampshire
$824K -$70.1K -273 -8%
IAIM
960
International Assets Investment Management
Florida
$823K -$34.4K -134 -4%
MCM
961
Mill Capital Management
North Carolina
$819K -$175K -682 -18%
PPWP
962
Premier Path Wealth Partners
New Jersey
$815K +$128K +500 +19%
LCWP
963
Legacy Capital Wealth Partners
Arkansas
$813K +$818K +3,186 New
SC
964
Saturna Capital
Washington
$809K – – –
1SB
965
1ST Source Bank
Indiana
$807K +$2.31K +9 +0.3%
XSC
966
X-Square Capital
Puerto Rico
$806K +$10.5K +41 +1%
OPTFSNA
967
Old Point Trust & Financial Services N A
Virginia
$804K +$282K +1,097 +53%
OIS
968
Okabena Investment Services
Minnesota
$803K +$360K +1,400 +80%
M
969
Murchinson
Ontario, Canada
$797K +$803K +3,125 New
ACM
970
Allred Capital Management
Texas
$795K +$12.1K +47 +2%
UAS
971
United Asset Strategies
New York
$791K -$107K -415 -12%
CG
972
CFO4Life Group
Texas
$790K +$6.42K +25 +0.8%
WA
973
Wealth Alliance
New York
$788K -$71.1K -277 -8%
BSA
974
Braun Stacey Associates
New York
$786K +$792K +3,083 New
OIA
975
Optimum Investment Advisors
Illinois
$785K – – –
37 38
39
40 41