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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
1051
Bull Street Advisors
Georgia
$843K +$25.6K +90 +3%
AC
1052
Avestar Capital
New York
$838K +$59.9K +211 +8%
SRL
1053
Scientech Research LLC
New Jersey
$837K +$861K +3,031 New
1SB
1054
1ST Source Bank
Indiana
$836K -$38.3K -135 -4%
HL
1055
HeadInvest LLC
Maine
$836K +$21.3K +75 +3%
TAMH
1056
Taikang Asset Management (HK)
Hong Kong
$829K -$1.05M -3,700 -55%
FI
1057
Finivi Inc
Massachusetts
$829K – – –
KSWWM
1058
Keyes Stange & Wooten Wealth Management
Florida
$827K +$852 +3 +0.1%
CG
1059
CFO4Life Group
Texas
$825K -$6.53K -23 -0.8%
PCP
1060
Proficio Capital Partners
Massachusetts
$813K +$281K +988 +51%
AWM
1061
AE Wealth Management
Kansas
$811K +$57.4K +202 +7%
RA
1062
Ransom Advisory
Rhode Island
$808K -$14.2K -50 -2%
NI
1063
Natural Investments
California
$806K +$829K +2,918 New
NED
1064
Nancy E. Dempze
$801K -$170K -600 -17%
RPC
1065
Rossmore Private Capital
Connecticut
$801K – – –
FAFN
1066
First Affirmative Financial Network
Colorado
$798K -$21K -74 -2%
CI
1067
CX Institutional
Indiana
$796K +$43.2K +152 +6%
NL
1068
NVWM LLC
Pennsylvania
$790K -$2.56K -9 -0.3%
FAB
1069
First American Bank
Illinois
$789K -$2.84K -10 -0.3%
LCWP
1070
Legacy Capital Wealth Partners
Arkansas
$788K -$895K -3,152 -52%
BAM
1071
Boyar Asset Management
New York
$786K +$15.9K +56 +2%
MFIM
1072
Mesirow Financial Investment Management
Illinois
$785K -$568 -2 -0.1%
PCM
1073
Penserra Capital Management
California
$783K +$256K +903 +47%
PPG
1074
Peak Planning Group
Colorado
$778K +$11.6K +41 +1%
VAG
1075
VisionPoint Advisory Group
Texas
$776K -$54K -190 -6%
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