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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
1026
Bull Street Advisors
Georgia
$921K – – –
UAS
1027
United Asset Strategies
New York
$917K -$11.4K -41 -1%
WFI
1028
West Family Investments
California
$916K +$73.6K +265 +10%
AWM
1029
AE Wealth Management
Kansas
$909K +$22K +79 +3%
KSWWM
1030
Keyes Stange & Wooten Wealth Management
Florida
$908K +$3.89K +14 +0.5%
FI
1031
Finivi Inc
Massachusetts
$906K – – –
HAI
1032
Hennessy Advisors Inc
California
$906K +$834K +3,000 New
LC
1033
Lindbrook Capital
California
$897K +$70.9K +255 +9%
SYBT
1034
Stock Yards Bank & Trust
Kentucky
$886K -$57K -205 -7%
SFS
1035
Stiles Financial Services
Minnesota
$885K -$66.7K -240 -8%
NI
1036
Natural Investments
California
$882K +$1.11K +4 +0.1%
HCM
1037
Howard Capital Management
Georgia
$881K +$81.1K +292 +11%
BBA
1038
Baader Bank Aktiengesellschaft
Germany
$881K +$102K +366 +14%
NED
1039
Nancy E. Dempze
$876K – – –
HL
1040
HeadInvest LLC
Maine
$875K -$36.1K -130 -4%
DWM
1041
Dynasty Wealth Management
Florida
$871K -$117K -420 -13%
FAB
1042
First American Bank
Illinois
$869K +$6.11K +22 +0.8%
RA
1043
Ransom Advisory
Rhode Island
$868K -$13.9K -50 -2%
NL
1044
NVWM LLC
Pennsylvania
$865K +$1.39K +5 +0.2%
WFAG
1045
Worth Financial Advisory Group
North Carolina
$864K -$635K -2,284 -44%
AO
1046
Advisor OS
Illinois
$861K +$208K +748 +36%
BOH
1047
Bank of Hawaii
Hawaii
$858K -$266K -958 -25%
CG
1048
CFO4Life Group
Texas
$852K -$46.4K -167 -6%
QC
1049
Quantessence Capital
New York
$846K +$778K +2,800 New
MIM
1050
Merrion Investment Management
New Jersey
$839K – – –
40 41
42
43 44