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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1151
Wealth Effects
Massachusetts
$275K +$196 +1 +0.1%
AR
1152
Advisory Research
Illinois
$275K +$280K +1,427 New
TIA
1153
Traphagen Investment Advisors
New Jersey
$274K -$7.84K -40 -3%
MIC
1154
Means Investment Company
Maine
$274K +$1.96K +10 +0.7%
TA
1155
Tectonic Advisors
Texas
$273K +$1.18K +6 +0.4%
PK
1156
Pflug Koory
Nebraska
$270K +$62.3K +318 +29%
CAS
1157
CTC Alternative Strategies
Illinois
$270K +$274K +1,400 New
PWP
1158
Phillips Wealth Planners
Mississippi
$269K +$52.3K +267 +24%
IAIM
1159
Industrial Alliance Investment Management
Quebec, Canada
$268K -$737K -3,760 -73%
TWA
1160
Tandem Wealth Advisors
Arizona
$267K +$30.8K +157 +13%
JFGIW
1161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267K +$135K +690 +100%
AWA
1162
Arkadios Wealth Advisors
Georgia
$265K +$13.9K +71 +5%
WFI
1163
West Family Investments
California
$265K -$46.6K -238 -15%
MWM
1164
Modera Wealth Management
New Jersey
$263K +$32.5K +166 +14%
MFA
1165
Mayflower Financial Advisors
Massachusetts
$261K +$12.3K +63 +5%
RA
1166
RFG Advisory
Alabama
$260K -$38.4K -196 -13%
DCM
1167
Donaldson Capital Management
Indiana
$260K +$37K +189 +16%
CFP
1168
Catalyst Financial Partners
Massachusetts
$259K +$22.5K +115 +9%
ILI
1169
Invesco LLC (Illinois)
Illinois
$258K +$263K +1,342 New
FTA
1170
Financial & Tax Architects
Missouri
$258K +$4.9K +25 +2%
PA
1171
Procyon Advisors
Connecticut
$258K +$40.9K +209 +18%
TFP
1172
Tilia Fiduciary Partners
North Carolina
$257K +$66.2K +338 +34%
NC
1173
NinePointTwo Capital
California
$257K – – –
HFG
1174
Heron Financial Group
New York
$256K +$3.92K +20 +2%
GPA
1175
Guerra Pan Advisors
New Jersey
$255K – – –
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