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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
1026
QP Wealth Management
New Jersey
$291K – – –
WFI
1027
West Family Investments
California
$290K -$6.08K -32 -2%
CIM
1028
Contravisory Investment Management
Massachusetts
$290K +$8.93K +47 +3%
PL
1029
Plancorp LLC
Missouri
$289K -$24.9K -131 -8%
FAFN
1030
First Affirmative Financial Network
Colorado
$288K -$6.65K -35 -2%
RGC
1031
Roberts, Glore & Co
Illinois
$288K – – –
ST
1032
Smithfield Trust
Pennsylvania
$287K – – –
PFWA
1033
Paces Ferry Wealth Advisors
Georgia
$287K +$22.2K +117 +8%
FM
1034
Family Management
New York
$286K -$18.4K -97 -6%
ABC
1035
Associated Banc-Corp
Wisconsin
$286K – – –
APP
1036
Avantax Planning Partners
Iowa
$286K +$54.7K +288 +22%
TFCP
1037
Twin Focus Capital Partners
Massachusetts
$282K +$2.28K +12 +0.8%
SRC
1038
Samson Rock Capital
United Kingdom
$282K +$294K +1,549 New
HBCM
1039
Heron Bay Capital Management
Michigan
$281K – – –
GL
1040
Graypoint LLC
New York
$280K +$36.6K +193 +14%
APF
1041
Alaska Permanent Fund
Alaska
$279K +$192K +1,011 +193%
CA
1042
Carson Advisory
Georgia
$278K -$4.37K -23 -1%
DWM
1043
Dakota Wealth Management
Florida
$277K -$8.36K -44 -3%
SWA
1044
SFMG Wealth Advisors
Texas
$277K +$59.6K +314 +27%
FANJ
1045
Financial Architects (New Jersey)
New Jersey
$276K – – –
PCA
1046
Personal Capital Advisors
California
$276K +$18K +95 +7%
CIA
1047
Capital Investment Advisors
Georgia
$274K -$8.16K -43 -3%
TC
1048
Trust Company
Kansas
$274K – – –
PWM
1049
Perigon Wealth Management
California
$274K +$286K +1,507 New
MCM
1050
Manchester Capital Management
Vermont
$273K -$1.9K -10 -0.7%
40 41
42
43 44