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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1226
Abacus Planning Group
South Carolina
$520K +$87.5K +315 +22%
FIM
1227
Freedom Investment Management
Connecticut
$519K -$17.5K -63 -4%
LW
1228
Linscomb Wealth
Texas
$519K -$35.3K -127 -7%
FCA
1229
FLC Capital Advisors
California
$517K +$33.3K +120 +8%
GIM
1230
Goelzer Investment Management
Indiana
$515K +$102K +367 +27%
ST
1231
Sentinel Trust
Texas
$515K -$84.5K -304 -15%
DI
1232
DAGCO Inc
Ohio
$512K -$60.6K -218 -11%
ATPW
1233
Ashton Thomas Private Wealth
Arizona
$512K -$115K -413 -20%
OIS
1234
Okabena Investment Services
Minnesota
$511K -$15.3K -55 -3%
RWM
1235
Revisor Wealth Management
Ohio
$511K +$197K +710 +73%
CSPIA
1236
Cary Street Partners Investment Advisory
Virginia
$509K +$80K +288 +21%
BPC
1237
Banque Pictet & Cie
Switzerland
$503K -$1.5M -5,415 -76%
AGP
1238
Aspire Growth Partners
Florida
$501K +$480K +1,726 New
BCP
1239
Berkeley Capital Partners
Georgia
$500K -$13.9K -50 -3%
EWM
1240
Evermay Wealth Management
Virginia
$498K -$7.22K -26 -2%
AWE
1241
Avidian Wealth Enterprises
Texas
$498K +$29.5K +106 +7%
BFIC
1242
Bedell Frazier Investment Counselling
California
$497K -$160K -575 -26%
AC
1243
AlphaCore Capital
California
$495K +$454K +1,635 New
CC
1244
Callan Capital
California
$494K +$26.1K +94 +6%
GIA
1245
Gateway Investment Advisers
Ohio
$492K -$3.33K -12 -0.7%
CFM
1246
Catalyst Funds Management
Australia
$489K -$3.55M -12,780 -89%
EBWM
1247
Eagle Bluffs Wealth Management
Missouri
$489K +$1.11K +4 +0.2%
EI
1248
Ellevest Inc
New York
$487K -$37.8K -136 -8%
SPWG
1249
Sage Private Wealth Group
Illinois
$486K -$6.39K -23 -1%
CFG
1250
Copley Financial Group
California
$486K -$5.28K -19 -1%
48 49
50
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