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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
1076
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$991K – – –
AWM
1077
Avior Wealth Management
Nebraska
$986K -$382K -1,192 -28%
JSL
1078
JT Stratford LLC
Georgia
$983K -$42K -131 -4%
KAM
1079
Knightsbridge Asset Management
California
$978K +$217K +675 +29%
BSA
1080
Bull Street Advisors
Georgia
$978K -$8.02K -25 -0.8%
DA
1081
Denali Advisors
California
$978K – – –
FI
1082
Finivi Inc
Massachusetts
$978K – – –
TWM
1083
TRB Wealth Management
Texas
$975K +$957K +2,984 New
KSB
1084
Kennebec Savings Bank
Maine
$973K -$5.78K -18 -0.6%
BCA
1085
Bay Colony Advisors
Massachusetts
$967K +$618K +1,926 +185%
ALA
1086
Atlas Legacy Advisors
California
$966K -$177K -551 -16%
SAW
1087
Signal Advisors Wealth
Michigan
$965K -$4.49K -14 -0.5%
KP
1088
Keel Point
Alabama
$964K -$132K -411 -12%
GBT
1089
Grove Bank & Trust
Florida
$964K -$277K -864 -23%
FC
1090
Farringdon Capital
United Kingdom
$963K +$599K +1,867 +172%
TSMHT
1091
Thurston Springer Miller Herd & Titak
Indiana
$963K -$214K -667 -18%
CP
1092
Canopy Partners
Ohio
$959K -$3.53K -11 -0.4%
UAS
1093
United Asset Strategies
New York
$959K +$54.2K +169 +6%
CFP
1094
Catalyst Financial Partners
Massachusetts
$957K +$642 +2 +0.1%
CPW
1095
Cove Private Wealth
New York
$957K +$193K +600 +26%
RCA
1096
Resonant Capital Advisors
Wisconsin
$956K +$106K +331 +13%
G
1097
GenTrust
Florida
$956K +$136K +424 +17%
QFW
1098
QTR Family Wealth
Florida
$955K -$1.6K -5 -0.2%
1SB
1099
1ST Source Bank
Indiana
$950K -$1.93K -6 -0.2%
WWC
1100
Waypoint Wealth Counsel
Georgia
$944K -$392K -1,223 -30%
42 43
44
45 46