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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1126
Chicago Partners Investment Group
Illinois
$595K +$109K +397 +24%
BFIC
1127
Bedell Frazier Investment Counselling
California
$591K +$562K +2,050 New
HCM
1128
Hutner Capital Management
Vermont
$587K +$558K +2,035 New
BB
1129
Bell Bank
North Dakota
$587K -$1.1K -4 -0.2%
VFIC
1130
Valley Forge Investment Consultants
Pennsylvania
$586K +$9.05K +33 +2%
CTC
1131
Cetera Trust Company
Minnesota
$585K – – –
NG
1132
Northstar Group
New York
$583K +$194K +709 +54%
SWP
1133
Strategic Wealth Partners
Ohio
$580K +$4.66K +17 +0.9%
CJL
1134
Cyrus J. Lawrence
New York
$578K – – –
PMSA
1135
Patrick M. Sweeney & Associates
Illinois
$576K +$52.1K +190 +11%
AI
1136
Atom Investors
Texas
$575K +$547K +1,995 New
FTA
1137
Financial & Tax Architects
Missouri
$569K +$33.7K +123 +7%
RIL
1138
Rothschild Investment LLC
Illinois
$567K +$55.9K +204 +12%
AG
1139
AlTi Global
New York
$566K +$246K +899 +85%
PCP
1140
Proficio Capital Partners
Massachusetts
$563K -$246K -897 -31%
BWM
1141
Baron Wealth Management
Michigan
$560K +$64.4K +235 +14%
SCA
1142
Sandy Cove Advisors
Massachusetts
$560K +$7.68K +28 +1%
VWM
1143
Venturi Wealth Management
Texas
$559K +$1.37K +5 +0.3%
EWA
1144
EverSource Wealth Advisors
Alabama
$558K +$13.4K +49 +3%
BEAM
1145
Baker Ellis Asset Management
Washington
$558K +$530K +1,934 New
PCM
1146
Penserra Capital Management
California
$556K +$6.03K +22 +1%
GA
1147
Geller Advisors
New York
$556K +$14.5K +53 +3%
GFPC
1148
Global Financial Private Client
Florida
$554K +$5.76K +21 +1%
BAM
1149
Belpointe Asset Management
Nevada
$553K -$43.9K -160 -8%
CAG
1150
Crestwood Advisors Group
Massachusetts
$549K +$52.4K +191 +11%
44 45
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