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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1226
Catalyst Financial Partners
Massachusetts
$397K +$1.97K +8 +0.5%
PK
1227
Pflug Koory
Nebraska
$396K – – –
VF
1228
Virtu Financial
New York
$396K +$376K +1,529 New
CC
1229
Courier Capital
New York
$396K -$17.2K -70 -4%
SMA
1230
Sage Mountain Advisors
Georgia
$394K +$59.3K +241 +19%
GSB
1231
Greenfield Savings Bank
Massachusetts
$394K +$124K +505 +50%
SA
1232
Sicart Associates
New York
$393K – – –
SAM
1233
Steinberg Asset Management
New York
$390K – – –
FDS
1234
First Dallas Securities
Texas
$389K -$49.9K -203 -12%
FM
1235
Family Management
New York
$384K -$35.9K -146 -9%
AP
1236
Americana Partners
Texas
$383K +$363K +1,477 New
MA
1237
MONECO Advisors
Connecticut
$382K +$34.9K +142 +11%
FTA
1238
Financial & Tax Architects
Missouri
$380K +$55.1K +224 +18%
NFA
1239
Northern Financial Advisors
Michigan
$380K -$4.43K -18 -1%
EWM
1240
Empirical Wealth Management
Washington
$379K +$80.4K +327 +29%
GC
1241
Gratus Capital
Georgia
$379K +$359K +1,462 New
OTL
1242
Oak Thistle LLC
New York
$377K +$358K +1,456 New
IW
1243
Imprint Wealth
South Carolina
$377K +$75.5K +307 +27%
NWMG
1244
National Wealth Management Group
Ohio
$377K +$357K +1,453 New
WCM
1245
Weik Capital Management
Pennsylvania
$374K – – –
CWM
1246
Congress Wealth Management
Massachusetts
$373K -$132K -537 -27%
AA
1247
Advisory Alpha
Michigan
$372K +$37.6K +153 +12%
TA
1248
Tectonic Advisors
Texas
$371K +$1.23K +5 +0.4%
HFM
1249
Harvest Fund Management
China
$369K +$342K +1,390 +4,088%
RA
1250
RFG Advisory
Alabama
$369K +$93.4K +380 +36%
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50
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