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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1126
Focus Partners Advisor Solutions
Missouri
$247K +$235K +1,157 New
ACM
1127
AUA Capital Management
Pennsylvania
$246K -$10.2K -50 -4%
EWM
1128
Endowment Wealth Management
Wisconsin
$246K +$20.7K +102 +10%
OC
1129
Oakworth Capital
Alabama
$245K -$105K -515 -31%
FDCC
1130
Foster Dykema Cabot & Co
Massachusetts
$244K – – –
VHAM
1131
Van Hulzen Asset Management
California
$244K – – –
SWA
1132
SFMG Wealth Advisors
Texas
$244K +$232K +1,141 New
SA
1133
Strategic Advisors
New York
$243K -$51.6K -254 -18%
DA
1134
DSC Advisors
Illinois
$241K +$229K +1,126 New
YIH
1135
Y-Intercept (HK)
Hong Kong
$240K -$785K -3,865 -77%
CWA
1136
Canvas Wealth Advisors
Kansas
$239K -$625K -3,076 -73%
ACM
1137
Advisors Capital Management
New Jersey
$238K -$49.8K -245 -18%
ESCM
1138
Echo Street Capital Management
New York
$238K +$226K +1,112 New
NIM
1139
NuWave Investment Management
New Jersey
$238K +$226K +1,114 New
NJBEST
1140
New Jersey Better Educational Savings Trust
New Jersey
$235K – – –
OPOWM
1141
One Plus One Wealth Management
Florida
$234K -$15.9K -78 -7%
TC
1142
Titleist Capital
Texas
$234K -$10.6K -52 -5%
CG
1143
Clarus Group
Texas
$234K +$222K +1,093 New
MAM
1144
McLean Asset Management
Virginia
$233K +$3.86K +19 +2%
HSA
1145
HBK Sorce Advisory
Pennsylvania
$232K -$12.2K -60 -5%
SFA
1146
Souders Financial Advisors
Ohio
$232K +$221K +1,086 New
PCIA
1147
Prime Capital Investment Advisors
Kansas
$231K – – –
SFG
1148
StrategIQ Financial Group
Indiana
$231K +$203 +1 +0.1%
CAG
1149
Crestwood Advisors Group
Massachusetts
$230K -$5.89K -29 -3%
APA
1150
Astoria Portfolio Advisors
New York
$230K +$218K +1,075 New
44 45
46
47 48