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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1001
Arax Advisory Partners
Colorado
$288K +$8.08K +43 +3%
FCBT
1002
First Citizens Bank & Trust
North Carolina
$286K -$42.5K -226 -13%
TFCP
1003
Twin Focus Capital Partners
Massachusetts
$286K +$277K +1,477 New
APP
1004
Avantax Planning Partners
Iowa
$285K -$101K -540 -27%
PFWA
1005
Paces Ferry Wealth Advisors
Georgia
$285K -$8.83K -47 -3%
IA
1006
IFP Advisors
Florida
$284K -$390K -2,077 -59%
PWPS
1007
Pinnacle Wealth Planning Services
Ohio
$284K +$25.4K +135 +10%
RG
1008
Renaissance Group
Kentucky
$283K – – –
ACP
1009
Ashfield Capital Partners
California
$282K – – –
LC
1010
Lindbrook Capital
California
$282K +$252K +1,339 +1,125%
SPC
1011
Sigma Planning Corp
Michigan
$281K +$18K +96 +7%
FANJ
1012
Financial Architects (New Jersey)
New Jersey
$280K – – –
EA
1013
Echo45 Advisors
California
$280K +$272K +1,446 New
FHA
1014
First Horizon Advisors
Tennessee
$279K +$70.6K +376 +35%
ZIM
1015
Zacks Investment Management
Illinois
$278K +$270K +1,437 New
FAFN
1016
First Affirmative Financial Network
Colorado
$277K +$14.3K +76 +6%
CA
1017
Carson Advisory
Georgia
$274K +$266K +1,415 New
CIA
1018
Capital Investment Advisors
Georgia
$273K +$1.88K +10 +0.7%
EAM
1019
Empirical Asset Management
Massachusetts
$273K +$265K +1,413 New
PNAA
1020
Pictet North America Advisors
Switzerland
$271K – – –
TA
1021
Tectonic Advisors
Texas
$271K – – –
PMG
1022
ProVise Management Group
Florida
$269K -$19.7K -105 -7%
SA
1023
Strategic Advisors
New York
$269K +$2.25K +12 +0.9%
DU
1024
Delphia (USA)
Ontario, Canada
$269K +$262K +1,393 New
PPG
1025
Peak Planning Group
Colorado
$267K -$939 -5 -0.4%
39 40
41
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