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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1026
CIM Investment Management
Pennsylvania
$953K -$954K -3,467 -51%
CLA
1027
Carnegie Lake Advisors
New Jersey
$953K – – –
TPA
1028
Trivium Point Advisory
Connecticut
$942K +$46.5K +169 +5%
BC
1029
Bridgefront Capital
Texas
$931K +$908K +3,300 New
SIA
1030
SkyView Investment Advisors
New Jersey
$930K -$12.7K -46 -1%
WFI
1031
West Family Investments
California
$929K -$69.9K -254 -7%
CCP
1032
Cushing Capital Partners
Wisconsin
$927K -$16.5K -60 -2%
MWA
1033
Meridian Wealth Advisors
Texas
$926K -$34.1K -124 -4%
AC
1034
Avestar Capital
New York
$923K -$105K -382 -10%
MWM
1035
Meridian Wealth Management
Kentucky
$923K -$12.4K -45 -1%
WG
1036
Welch Group
Alabama
$909K +$151K +549 +21%
YIH
1037
Y-Intercept (HK)
Hong Kong
$909K -$3.44M -12,492 -80%
MCM
1038
Mill Capital Management
North Carolina
$906K – – –
GIP
1039
Granite Investment Partners
California
$900K -$9.47M -34,406 -92%
AC
1040
AlphaCore Capital
California
$899K +$275K +1,001 +46%
MSS
1041
Mitchell Sinkler & Starr
Pennsylvania
$898K -$1.93K -7 -0.2%
SC
1042
Saturna Capital
Washington
$895K – – –
WJWM
1043
Williams Jones Wealth Management
New York
$894K -$240K -872 -22%
V
1044
ViaWealth
Kansas
$891K -$55.9K -203 -6%
OHWP
1045
Oak Harbor Wealth Partners
North Carolina
$890K -$280K -1,018 -24%
KP
1046
Keel Point
Alabama
$885K +$38.3K +139 +5%
ACM
1047
Allred Capital Management
Texas
$873K +$852K +3,094 New
NAMP
1048
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$872K -$6.88K -25 -0.8%
SB
1049
Simmons Bank
Arkansas
$872K -$102K -370 -11%
OCM
1050
One Capital Management
California
$871K -$76K -276 -8%
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