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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
1026
Exchange Traded Concepts
Oklahoma
$894K +$26.4K +93 +3%
HJIM
1027
Henry James International Management
New York
$894K +$161K +568 +21%
XT
1028
XTX Topco
Cayman Islands
$892K -$1.48M -5,219 -62%
PPWP
1029
Premier Path Wealth Partners
New Jersey
$887K +$4.54K +16 +0.5%
MCM
1030
Mill Capital Management
North Carolina
$887K – – –
SFSG
1031
Sound Financial Strategies Group
Mississippi
$886K +$103K +363 +13%
OCM
1032
One Capital Management
California
$884K -$234K -823 -20%
SC
1033
Saturna Capital
Washington
$876K – – –
SFS
1034
Stiles Financial Services
Minnesota
$875K +$154K +541 +21%
ALA
1035
Atlas Legacy Advisors
California
$873K +$897K +3,158 New
IAIM
1036
International Assets Investment Management
Florida
$871K -$12.8K -45 -1%
SYBT
1037
Stock Yards Bank & Trust
Kentucky
$867K +$15.6K +55 +2%
CB
1038
CNB Bank
Pennsylvania
$866K +$60.5K +213 +7%
OWP
1039
ORG Wealth Partners
Texas
$864K +$95.7K +337 +12%
ACM
1040
Allred Capital Management
Texas
$863K +$887K +3,124 New
WA
1041
Wealth Alliance
New York
$863K +$9.94K +35 +1%
MLM
1042
Mount Lucas Management
Pennsylvania
$862K -$52K -183 -6%
PCA
1043
Pallas Capital Advisors
Massachusetts
$862K +$132K +464 +17%
SIA
1044
SkyView Investment Advisors
New Jersey
$859K +$883K +3,108 New
UB
1045
Umpqua Bank
Oregon
$858K +$570K +2,006 +164%
APA
1046
Astoria Portfolio Advisors
New York
$852K +$45.2K +159 +5%
UAS
1047
United Asset Strategies
New York
$851K +$11.4K +40 +1%
OIA
1048
Optimum Investment Advisors
Illinois
$850K – – –
NP
1049
NorthRock Partners
Minnesota
$844K -$43.4K -153 -5%
CCP
1050
Cushing Capital Partners
Wisconsin
$844K +$864K +3,043 New
40 41
42
43 44