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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1201
ticino wealth
California
$771K +$62.3K +191 +9%
PCA
1202
Purkiss Capital Advisors
Connecticut
$771K +$29K +89 +4%
E
1203
Evansbrook
Illinois
$769K – – –
WCP
1204
Wick Capital Partners
Pennsylvania
$769K +$55.8K +171 +8%
TA
1205
TKG Advisors
Indiana
$764K +$77K +236 +12%
NB
1206
Nicolet Bankshares
Wisconsin
$762K +$4.89K +15 +0.7%
AWA
1207
Argos Wealth Advisors
California
$762K +$170K +522 +30%
TSW
1208
Thompson Siegel & Walmsley
Virginia
$757K – – –
HJIM
1209
Henry James International Management
New York
$757K – – –
GI
1210
GS Investments
Minnesota
$755K -$979K -3,000 -58%
WFI
1211
West Family Investments
California
$754K +$152K +466 +27%
BSTWA
1212
Blake Schutter Theil Wealth Advisors
Ohio
$752K – – –
MWM
1213
Modera Wealth Management
New Jersey
$746K +$2.94K +9 +0.4%
PK
1214
Pflug Koory
Nebraska
$744K +$13.4K +41 +2%
SCA
1215
Sandy Cove Advisors
Massachusetts
$743K -$1.63K -5 -0.2%
DIM
1216
Delta Investment Management
California
$743K +$6.85K +21 +1%
IIC
1217
Ironwood Investment Counsel
Arizona
$740K -$30K -92 -4%
GSC
1218
G&S Capital
Colorado
$738K -$3.26K -10 -0.5%
RWP
1219
Revolve Wealth Partners
New Jersey
$733K +$422K +1,295 +151%
SWA
1220
Sax Wealth Advisors
New Jersey
$729K +$404K +1,239 +124%
SA
1221
Sunesis Advisors
Kansas
$728K -$50.9K -156 -7%
PE
1222
PCM Encore
Colorado
$727K -$16.3K -50 -2%
BAM
1223
Boyar Asset Management
New York
$726K -$633K -1,940 -48%
MMHP
1224
Murphy Middleton Hinkle & Parker
Georgia
$726K – – –
FM
1225
Family Management
New York
$725K -$97.5K -299 -12%
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49
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