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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1001
Edmond de Rothschild Holding
Switzerland
$1.15M +$212K +725 +25%
AWA
1002
Ark Wealth Advisors
California
$1.15M +$1.07M +3,673 New
FCP
1003
Fidelis Capital Partners
Florida
$1.14M -$12K -41 -1%
FSA
1004
Financial Security Advisor
Virginia
$1.14M -$112K -382 -9%
WA
1005
WBH Advisory
Maryland
$1.14M -$20.8K -71 -2%
SW
1006
SVB Wealth
Massachusetts
$1.14M -$4.97K -17 -0.5%
CWM
1007
Connecticut Wealth Management
Connecticut
$1.13M – – –
SPC
1008
Sigma Planning Corp
Michigan
$1.13M -$32.5K -111 -3%
TSMHT
1009
Thurston Springer Miller Herd & Titak
Indiana
$1.13M +$788K +2,694 +291%
FFWA
1010
FRG Family Wealth Advisors
Washington
$1.13M -$100K -343 -9%
NED
1011
Nancy E. Dempze
$1.12M +$292K +1,000 +38%
HFM
1012
Hartford Funds Management
Pennsylvania
$1.12M +$496K +1,697 +89%
EB
1013
Emprise Bank
Kansas
$1.12M -$3.51K -12 -0.3%
I
1014
InceptionR
California
$1.12M +$1.05M +3,575 New
XSC
1015
X-Square Capital
Puerto Rico
$1.11M -$33K -113 -3%
KCM
1016
KRS Capital Management
Michigan
$1.11M -$2.92K -10 -0.3%
IAIM
1017
International Assets Investment Management
Florida
$1.11M +$174K +595 +20%
ANTB
1018
AMG National Trust Bank
Colorado
$1.1M -$16.1K -55 -2%
MWM
1019
Mattern Wealth Management
Kansas
$1.1M -$8.48K -29 -0.8%
CI
1020
Cigna Investments
Connecticut
$1.1M -$30.4K -104 -3%
CTC
1021
Central Trust Company
Missouri
$1.1M -$12K -41 -1%
LC
1022
LCNB Corp
Ohio
$1.1M -$11.7K -40 -1%
SCA
1023
Sippican Capital Advisors
Massachusetts
$1.1M -$11.7K -40 -1%
TW
1024
ticino wealth
California
$1.1M +$1.03M +3,517 New
ALA
1025
Atlas Legacy Advisors
California
$1.09M +$202K +692 +25%
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