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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1001
Tyler-Stone Wealth Management
Ohio
$742K +$18.4K +75 +3%
AAG
1002
Accordant Advisory Group
Maryland
$741K +$703K +2,859 New
FAB
1003
First American Bank
Illinois
$740K – – –
GWMR
1004
GC Wealth Management RIA
Massachusetts
$740K -$19.7K -80 -3%
NP
1005
Ninepoint Partners
Ontario, Canada
$739K +$701K +2,852 New
FAFN
1006
First Affirmative Financial Network
Colorado
$738K -$22.9K -93 -3%
GI
1007
GAMMA Investing
California
$735K +$97.9K +398 +16%
WPW
1008
Waldron Private Wealth
Pennsylvania
$735K +$15.7K +64 +2%
GLR
1009
Great Lakes Retirement
Ohio
$733K +$23.1K +94 +3%
MSCM
1010
McElhenny Sheffield Capital Management
Texas
$727K -$29.3K -119 -4%
MFIM
1011
Mesirow Financial Investment Management
Illinois
$725K +$135K +550 +24%
HL
1012
HeadInvest LLC
Maine
$723K – – –
PCP
1013
Proficio Capital Partners
Massachusetts
$722K +$16K +65 +2%
MIM
1014
Merrion Investment Management
New Jersey
$718K – – –
GSC
1015
G&S Capital
Colorado
$715K -$21.4K -87 -3%
NP
1016
NorthRock Partners
Minnesota
$713K +$17.7K +72 +3%
HH
1017
Hilltop Holdings
Texas
$712K +$21.1K +86 +3%
FTWA
1018
Fifth Third Wealth Advisors
Ohio
$712K +$102K +413 +18%
SC
1019
SRB Corp
Massachusetts
$709K +$110K +449 +20%
JWCA
1020
J.W. Cole Advisors
Florida
$707K -$38.1K -155 -5%
SCM
1021
Shelton Capital Management
Colorado
$703K – – –
CGL
1022
Clarius Group LLC
Washington
$702K -$119K -483 -15%
CAM
1023
Cidel Asset Management
Ontario, Canada
$701K -$138K -561 -17%
PPWP
1024
Premier Path Wealth Partners
New Jersey
$698K -$22.1K -90 -3%
VSQM
1025
V-Square Quantitative Management
Illinois
$697K +$410K +1,666 +163%
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