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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1001
VisionPoint Advisory Group
Texas
$876K -$99.2K -362 -11%
APA
1002
Astoria Portfolio Advisors
New York
$875K +$59.8K +218 +8%
BIC
1003
Beach Investment Counsel
Pennsylvania
$873K -$109K -396 -12%
CG
1004
CFO4Life Group
Texas
$868K -$23.6K -86 -3%
BAM
1005
Bayview Asset Management
Florida
$865K -$987K -3,600 -55%
FI
1006
Finivi Inc
Massachusetts
$865K – – –
DC
1007
Diametric Capital
Massachusetts
$864K +$821K +2,995 New
KSWWM
1008
Keyes Stange & Wooten Wealth Management
Florida
$862K -$155K -567 -16%
RA
1009
Ransom Advisory
Rhode Island
$858K -$27.4K -100 -3%
BSA
1010
Bull Street Advisors
Georgia
$854K -$20.6K -75 -2%
FAFN
1011
First Affirmative Financial Network
Colorado
$854K +$15.6K +57 +2%
AG
1012
Ascent Group
Virginia
$852K -$1.09M -3,991 -57%
HL
1013
HeadInvest LLC
Maine
$851K +$29.6K +108 +4%
PWPS
1014
Pinnacle Wealth Planning Services
Ohio
$849K -$8.22K -30 -1%
WPW
1015
Waldron Private Wealth
Pennsylvania
$845K +$43.6K +159 +6%
CB
1016
CNB Bank
Pennsylvania
$842K +$77K +281 +11%
RPC
1017
Rossmore Private Capital
Connecticut
$836K – – –
NL
1018
NVWM LLC
Pennsylvania
$827K -$4.66K -17 -0.6%
EWA
1019
Encompass Wealth Advisors
Oregon
$827K – – –
FAB
1020
First American Bank
Illinois
$827K +$2.74K +10 +0.4%
SFSG
1021
Sound Financial Strategies Group
Mississippi
$820K +$12.1K +44 +2%
MFIM
1022
Mesirow Financial Investment Management
Illinois
$819K +$151K +550 +24%
AC
1023
Avestar Capital
New York
$811K +$38.4K +140 +5%
BAM
1024
Boyar Asset Management
New York
$804K +$28K +102 +4%
OWP
1025
ORG Wealth Partners
Texas
$804K +$764K +2,788 New
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