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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ALA
1076
Atlas Legacy Advisors
California
$797K -$118K -429 -13%
SFS
1077
Stiles Financial Services
Minnesota
$795K -$72.1K -262 -9%
RPC
1078
Rossmore Private Capital
Connecticut
$791K – – –
UAS
1079
United Asset Strategies
New York
$790K +$3.58K +13 +0.5%
CI
1080
Conning Inc
Connecticut
$785K -$63.6K -231 -8%
CP
1081
Canopy Partners
Ohio
$784K -$10.5K -38 -1%
MCC
1082
Money Concepts Capital
Florida
$783K +$464K +1,686 +155%
MIM
1083
Merrion Investment Management
New Jersey
$782K – – –
BBA
1084
Baader Bank Aktiengesellschaft
Germany
$781K +$57.2K +208 +8%
FFM
1085
Fullerton Fund Management
Singapore
$780K +$760K +2,762 New
HW
1086
Hamilton Wealth
California
$779K +$10.5K +38 +1%
LI
1087
LRI Investments
Florida
$774K +$1.1K +4 +0.1%
SWM
1088
SeaCrest Wealth Management
New York
$772K -$11.8K -43 -2%
JTWM
1089
Jackson Thornton Wealth Management
Alabama
$767K +$735K +2,672 New
NP
1090
Nilsine Partners
Colorado
$766K -$2.57M -9,341 -77%
HIS
1091
Horizon Investment Services
Indiana
$758K -$4.36M -15,827 -85%
SAI
1092
Savvy Advisors Inc
New York
$754K +$355K +1,291 +94%
MFIM
1093
Mesirow Financial Investment Management
Illinois
$752K -$4.95K -18 -0.7%
MLM
1094
Mount Lucas Management
Pennsylvania
$749K -$20.1K -73 -3%
WWM
1095
Western Wealth Management
Colorado
$748K +$21.5K +78 +3%
CSI
1096
Cross Staff Investments
New York
$748K – – –
PP
1097
PDS Planning
Ohio
$746K -$14K -51 -2%
1W
1098
1776 Wealth
Georgia
$745K -$19.8K -72 -3%
KWA
1099
Kingswood Wealth Advisors
California
$743K +$724K +2,631 New
FNBT
1100
FineMark National Bank & Trust
Florida
$742K -$83.4K -303 -10%
42 43
44
45 46