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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
1126
Moloney Securities Asset Management
Missouri
$496K +$50.8K +198 +11%
VWM
1127
Venturi Wealth Management
Texas
$493K +$457K +1,780 +1,171%
ATPW
1128
Ashton Thomas Private Wealth
Arizona
$491K +$22.9K +89 +5%
SCA
1129
Sandy Cove Advisors
Massachusetts
$488K +$1.28K +5 +0.3%
PCM
1130
Penserra Capital Management
California
$487K -$2.31K -9 -0.5%
GSB
1131
Greenfield Savings Bank
Massachusetts
$486K +$99.1K +386 +25%
EAM
1132
Empirical Asset Management
Massachusetts
$485K +$4.05M +15,771 New
SFS
1133
Strategic Financial Services
New York
$485K +$488K +1,900 New
AC
1134
ASB Consultores
Florida
$484K -$423K -1,649 -46%
GFPC
1135
Global Financial Private Client
Florida
$484K +$4.37K +17 +0.9%
HC
1136
Hara Capital
Washington
$483K -$1.54K -6 -0.3%
CIA
1137
Capital Investment Advisors
Georgia
$481K -$3.08K -12 -0.6%
GC
1138
Grimes & Company
Massachusetts
$479K +$1.8K +7 +0.4%
GA
1139
Geller Advisors
New York
$478K +$10.5K +41 +2%
GLA
1140
Good Life Advisors
Pennsylvania
$477K +$14.9K +58 +3%
RW
1141
Rede Wealth
Virginia
$476K +$2.57K +10 +0.5%
HW
1142
Hamilton Wealth
California
$475K – – –
MWM
1143
Modera Wealth Management
New Jersey
$473K +$32.1K +125 +7%
WIA
1144
Wetzel Investment Advisors
Indiana
$472K – – –
FTA
1145
Financial & Tax Architects
Missouri
$471K +$97.6K +380 +26%
AF
1146
Alerus Financial
North Dakota
$468K -$17.2K -67 -4%
TA
1147
TKG Advisors
Indiana
$466K -$199K -774 -30%
SCM
1148
Stonebridge Capital Management
California
$466K – – –
LW
1149
Linscomb Wealth
Texas
$466K +$257 +1 +0.1%
FFN
1150
Focus Financial Network
Minnesota
$464K +$16.4K +64 +4%
44 45
46
47 48