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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1001
GAMMA Investing
California
$597K +$533K +2,438 New
GFP
1002
Gryphon Financial Partners
Ohio
$597K +$587K +2,685 New
BSW
1003
Buckingham Strategic Wealth
Missouri
$597K -$54.9K -251 -9%
CI
1004
CX Institutional
Indiana
$595K -$4.16K -19 -0.7%
WG
1005
Welch Group
Alabama
$595K +$39.1K +179 +7%
MWM
1006
Meridian Wealth Management
Kentucky
$595K +$93.4K +427 +19%
SWM
1007
Spire Wealth Management
Virginia
$595K -$19.7K -90 -3%
HPC
1008
HM Payson & Co
Maine
$589K -$8.09K -37 -1%
RPC
1009
Rossmore Private Capital
Connecticut
$588K +$8.97K +41 +2%
SFSG
1010
Sound Financial Strategies Group
Mississippi
$585K -$333K -1,523 -37%
FHA
1011
Flagship Harbor Advisors
Massachusetts
$584K +$45.3K +207 +9%
EHC
1012
Everett Harris & Co
California
$583K -$7.43K -34 -1%
WJWM
1013
Williams Jones Wealth Management
New York
$578K +$56.9K +260 +11%
FFN
1014
Focus Financial Network
Minnesota
$577K +$258K +1,181 +87%
BBA
1015
Baader Bank Aktiengesellschaft
Germany
$576K -$101K -460 -15%
CFFP
1016
Center for Financial Planning
Michigan
$569K +$3.94K +18 +0.7%
ZB
1017
Zions Bancorporation
Utah
$569K +$499K +2,284 +984%
LC
1018
Lindbrook Capital
California
$562K +$75.7K +346 +16%
LFA
1019
Legacy Financial Advisors
Kentucky
$560K +$28K +128 +5%
CA
1020
Commerzbank Aktiengesellschaft
Germany
$558K -$396K -1,811 -42%
CFG
1021
Citizens Financial Group
Rhode Island
$557K +$192K +876 +55%
FMWA
1022
Forvis Mazars Wealth Advisors
Missouri
$557K -$219 -1 -0%
SWP
1023
Strategic Wealth Partners
Ohio
$548K -$4.05M -18,498 -88%
JIC
1024
Joel Isaacson & Co
New York
$548K – – –
GA
1025
Goldstein Advisors
Wisconsin
$544K +$7.65K +35 +1%
39 40
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42 43