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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1051
Fieldview Capital Management
Michigan
$838K +$771K +2,776 New
KSB
1052
Kennebec Savings Bank
Maine
$837K +$17.8K +64 +2%
RPC
1053
Rossmore Private Capital
Connecticut
$836K -$36.1K -130 -4%
PCP
1054
Proficio Capital Partners
Massachusetts
$833K -$51.1K -184 -6%
LI
1055
LRI Investments
Florida
$830K +$1.95K +7 +0.3%
SWM
1056
Segment Wealth Management
Texas
$830K +$501K +1,804 +191%
LFA
1057
Legacy Financial Advisors
Kentucky
$824K +$30.6K +110 +4%
SFSG
1058
Sound Financial Strategies Group
Mississippi
$821K -$135K -487 -15%
FAFN
1059
First Affirmative Financial Network
Colorado
$820K -$48.1K -173 -6%
SMA
1060
Sage Mountain Advisors
Georgia
$819K +$68.1K +245 +10%
WA
1061
Wealth Alliance
New York
$817K -$116K -416 -13%
1W
1062
1776 Wealth
Georgia
$817K +$278 +1 +0%
MSAM
1063
Moloney Securities Asset Management
Missouri
$815K -$202K -727 -21%
LSA
1064
Lansing Street Advisors
Pennsylvania
$815K +$225K +811 +43%
RA
1065
RFG Advisory
Alabama
$810K +$66.7K +240 +10%
SWM
1066
SeaCrest Wealth Management
New York
$809K -$29.2K -105 -4%
LCWP
1067
Legacy Capital Wealth Partners
Arkansas
$805K -$52K -187 -7%
AP
1068
Appleton Partners
Massachusetts
$803K +$410K +1,475 +125%
CSI
1069
Cross Staff Investments
New York
$800K – – –
APA
1070
Astoria Portfolio Advisors
New York
$798K -$112K -403 -13%
KP
1071
Keel Point
Alabama
$797K +$58.4K +210 +9%
MFIM
1072
Mesirow Financial Investment Management
Illinois
$796K -$56.4K -203 -7%
CSB
1073
City State Bank
Iowa
$794K – – –
OWP
1074
ORG Wealth Partners
Texas
$793K -$138K -495 -16%
AF
1075
Apexium Financial
Texas
$793K +$17.5K +63 +2%
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