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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1151
West Family Investments
California
$374K +$61.7K +282 +21%
PCM
1152
Pointe Capital Management
Michigan
$371K – – –
FMLI
1153
Fukoku Mutual Life Insurance
Japan
$370K – – –
PFWA
1154
Paces Ferry Wealth Advisors
Georgia
$369K – – –
BCP
1155
Berkeley Capital Partners
Georgia
$368K +$7.87K +36 +2%
9WM
1156
9258 Wealth Management
Ohio
$368K -$64.5K -295 -15%
FM
1157
Family Management
New York
$368K – – –
CFP
1158
Catalyst Financial Partners
Massachusetts
$367K +$7.22K +33 +2%
SIG
1159
Sargent Investment Group
Maryland
$364K +$3.28K +15 +0.9%
VAS
1160
Vestmark Advisory Solutions
Massachusetts
$362K +$351K +1,603 New
BONH
1161
Bank of New Hampshire
New Hampshire
$362K – – –
CC
1162
Courier Capital
New York
$361K -$17.5K -80 -5%
RWA
1163
Redhawk Wealth Advisors
Minnesota
$361K +$349K +1,596 New
BWM
1164
Baron Wealth Management
Michigan
$360K +$4.81K +22 +1%
RGC
1165
Roberts, Glore & Co
Illinois
$360K – – –
FCA
1166
FLC Capital Advisors
California
$360K +$348K +1,591 New
EBWM
1167
Eagle Bluffs Wealth Management
Missouri
$359K – – –
GXJ
1168
Global X Japan
Japan
$358K +$347K +1,586 New
ABC
1169
Associated Banc-Corp
Wisconsin
$357K -$12K -55 -3%
BJL
1170
Brighton Jones LLC
Washington
$357K -$14.7K -67 -4%
CA
1171
Carson Advisory
Georgia
$353K +$3.06K +14 +0.9%
SAM
1172
Sawgrass Asset Management
Florida
$352K +$341K +1,559 New
MWM
1173
Modera Wealth Management
New Jersey
$352K +$21.9K +100 +7%
OPTFSNA
1174
Old Point Trust & Financial Services N A
Virginia
$351K +$340K +1,553 New
WA
1175
Waverly Advisors
Alabama
$351K +$85.7K +392 +34%
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