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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1126
Boston Financial Management
Massachusetts
$506K – – –
PCA
1127
Pallas Capital Advisors
Massachusetts
$502K +$38.8K +158 +9%
BJL
1128
Brighton Jones LLC
Washington
$496K +$82.6K +336 +21%
ALAM
1129
Asahi Life Asset Management
Japan
$496K +$471K +1,915 New
PCM
1130
Penserra Capital Management
California
$496K -$439K -1,786 -48%
RWM
1131
RBA Wealth Management
California
$495K -$9.34K -38 -2%
SCA
1132
Sandy Cove Advisors
Massachusetts
$494K -$10.3K -42 -2%
HC
1133
Hara Capital
Washington
$493K – – –
AF
1134
Alerus Financial
North Dakota
$492K – – –
CIA
1135
Capital Investment Advisors
Georgia
$492K -$983 -4 -0.2%
GC
1136
Grimes & Company
Massachusetts
$484K -$738 -3 -0.2%
GFPC
1137
Global Financial Private Client
Florida
$484K +$11.3K +46 +3%
LWP
1138
LMG Wealth Partners
Louisiana
$483K +$9.59K +39 +2%
HW
1139
Hamilton Wealth
California
$482K -$738 -3 -0.2%
RW
1140
Rede Wealth
Virginia
$481K +$39.3K +160 +9%
BFM
1141
Boothbay Fund Management
New York
$479K +$454K +1,847 New
AC
1142
Avestar Capital
New York
$478K +$120K +488 +36%
ATPW
1143
Ashton Thomas Private Wealth
Arizona
$476K -$2.05M -8,318 -82%
GA
1144
Geller Advisors
New York
$475K +$18.7K +76 +4%
ESB
1145
Essex Savings Bank
Connecticut
$473K – – –
SCM
1146
Stonebridge Capital Management
California
$473K – – –
LW
1147
Linscomb Wealth
Texas
$473K -$68.8K -280 -13%
AIM
1148
Anchor Investment Management
South Carolina
$472K +$26.8K +109 +6%
GLA
1149
Good Life Advisors
Pennsylvania
$470K – – –
VBCG
1150
Valley Brook Capital Group
Pennsylvania
$469K – – –
44 45
46
47 48