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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
976
Huntleigh Advisors
Missouri
$1.49M -$28.4K -87 -2%
MCWA
977
Meadow Creek Wealth Advisors
Georgia
$1.48M -$3.59K -11 -0.3%
DI
978
Disciplined Investors
Texas
$1.47M +$326 +1 +0%
PA
979
Procyon Advisors
Connecticut
$1.47M -$116K -357 -8%
PVI
980
Pine Valley Investments
New Jersey
$1.45M -$17.6K -54 -1%
RZH
981
Relyea Zuckerberg Hanson
Connecticut
$1.45M -$64.6K -198 -4%
IP
982
Indivisible Partners
Florida
$1.45M +$180K +551 +15%
AFM
983
Abbot Financial Management
Massachusetts
$1.44M +$5.54K +17 +0.4%
FM
984
Foster & Motley
Ohio
$1.44M -$45.7K -140 -3%
VCP
985
Verus Capital Partners
Arizona
$1.43M +$29.7K +91 +2%
WC
986
Westhampton Capital
North Carolina
$1.43M – – –
FG
987
Fiduciary Group
Georgia
$1.43M -$46.6K -143 -3%
SAM
988
Shikiar Asset Management
New York
$1.42M -$498K -1,526 -27%
DM
989
Delphi Management
Massachusetts
$1.41M +$63.9K +196 +5%
VWM
990
Venturi Wealth Management
Texas
$1.41M +$261K +800 +24%
CGPCS
991
Capital Group Private Client Services
California
$1.41M -$514K -1,577 -28%
NA
992
Nordwand Advisors
Pennsylvania
$1.4M +$519K +1,590 +63%
ARG
993
Advisory Resource Group
Oklahoma
$1.4M -$128K -392 -9%
TAM
994
Trust Asset Management
Texas
$1.4M -$24.5K -75 -2%
SCP
995
Stamos Capital Partners
California
$1.39M -$47K -144 -3%
OWA
996
One Wealth Advisors
California
$1.38M +$252K +772 +24%
PWMAG
997
Pinnacle Wealth Management Advisory Group
New Jersey
$1.38M +$46K +141 +4%
CPW
998
Cove Private Wealth
New York
$1.37M +$352K +1,079 +37%
TM
999
TigerOak Management
New Mexico
$1.35M -$652 -2 -0.1%
TWIM
1000
TIAA Wealth Investment Management
New York
$1.35M -$28.4K -87 -2%
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40
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