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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HDA
951
Harold Davidson & Associates
California
$1.42M +$2.89K +9 +0.2%
MCWA
952
Meadow Creek Wealth Advisors
Georgia
$1.42M -$8.34K -26 -0.6%
WANY
953
Wealthspire Advisors (New York)
New York
$1.41M -$740K -2,307 -35%
LFA
954
Legacy Financial Advisors
Kentucky
$1.41M +$99.1K +309 +8%
FG
955
Fiduciary Group
Georgia
$1.41M -$30.5K -95 -2%
DI
956
Disciplined Investors
Texas
$1.41M +$29.2K +91 +2%
AWA
957
Ark Wealth Advisors
California
$1.41M +$209K +651 +18%
PVI
958
Pine Valley Investments
New Jersey
$1.41M -$7.38K -23 -0.5%
SAI
959
Savvy Advisors Inc
New York
$1.41M -$49.1K -153 -3%
OC
960
Opal Capital
Florida
$1.39M +$1.37M +4,260 New
BIM
961
Bridges Investment Management
Nebraska
$1.39M -$687K -2,141 -33%
PHS
962
Pekin Hardy Strauss
Illinois
$1.38M -$160K -500 -11%
SCP
963
Stamos Capital Partners
California
$1.38M +$155K +483 +13%
IAS
964
Insigneo Advisory Services
Florida
$1.37M +$29.8K +93 +2%
AFM
965
Abbot Financial Management
Massachusetts
$1.37M +$29.2K +91 +2%
C
966
Certuity
Florida
$1.37M -$406K -1,266 -23%
PPW
967
Parcion Private Wealth
Washington
$1.37M -$47.8K -149 -3%
WC
968
Westhampton Capital
North Carolina
$1.37M – – –
TAM
969
Trust Asset Management
Texas
$1.36M – – –
CVA
970
Central Valley Advisors
California
$1.36M -$1.07M -3,350 -45%
SCM
971
Stonebridge Capital Management
California
$1.35M +$1.33M +4,142 New
VCP
972
Verus Capital Partners
Arizona
$1.34M +$1.32M +4,118 New
SYBT
973
Stock Yards Bank & Trust
Kentucky
$1.34M +$10.9K +34 +0.8%
ERSOT
974
Employees Retirement System of Texas
Texas
$1.33M -$10.9M -33,845 -89%
BAM
975
Boyar Asset Management
New York
$1.33M +$585K +1,824 +81%
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