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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
976
Crestwood Advisors Group
Massachusetts
$1.26M +$337K +1,153 +40%
LFA
977
Legacy Financial Advisors
Kentucky
$1.25M +$274K +937 +30%
PMAM
978
Picton Mahoney Asset Management
Ontario, Canada
$1.24M +$1.16M +3,974 New
FA
979
FC Advisory
Pennsylvania
$1.24M – – –
TM
980
TigerOak Management
New Mexico
$1.24M – – –
MMPW
981
Mitchell McLeod Pugh & Williams
Alabama
$1.23M -$4.39K -15 -0.4%
IQI
982
Integrated Quantitative Investments
Washington
$1.22M – – –
PWMAG
983
Pinnacle Wealth Management Advisory Group
New Jersey
$1.22M +$625K +2,138 +121%
GWM
984
GSB Wealth Management
Connecticut
$1.22M -$20.2K -69 -2%
FAM
985
Formidable Asset Management
Ohio
$1.21M +$292 +1 +0%
LA
986
Lakeside Advisors
Washington
$1.21M – – –
TPA
987
Trivium Point Advisory
Connecticut
$1.21M +$154K +527 +16%
RBA
988
Richard Bernstein Advisors
New York
$1.2M -$124K -423 -10%
GBT
989
Grove Bank & Trust
Florida
$1.19M +$10.8K +37 +1%
EI
990
EFG International
$1.19M +$1.12M +3,816 New
GFP
991
Gryphon Financial Partners
Ohio
$1.19M -$18.7K -64 -2%
PA
992
Profund Advisors
Maryland
$1.19M -$319K -1,090 -22%
ST
993
Spinnaker Trust
Maine
$1.17M +$19K +65 +2%
SCP
994
Stamos Capital Partners
California
$1.17M +$470K +1,606 +75%
JFG
995
Jefferies Financial Group
New York
$1.17M -$144K -491 -12%
JSW
996
Journey Strategic Wealth
New Jersey
$1.17M +$654K +2,237 +149%
EP
997
EPIQ Partners
Minnesota
$1.16M – – –
IWA
998
Invera Wealth Advisors
Oregon
$1.16M -$24.6K -84 -2%
SL
999
Sentry LLC
Tennessee
$1.16M – – –
RWB
1000
RMR Wealth Builders
New Jersey
$1.15M +$4.68K +16 +0.4%
38 39
40
41 42