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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
Aprio Wealth Management
Georgia
$620K +$13.2K +41 +2%
ST
1277
Smithfield Trust
Pennsylvania
$618K +$107K +335 +21%
MA
1278
MONECO Advisors
Connecticut
$613K -$3.85K -12 -0.6%
HAG
1279
HighPoint Advisor Group
Illinois
$611K -$2.9M -9,043 -83%
BEAM
1280
Baker Ellis Asset Management
Washington
$611K -$17.6K -55 -3%
SS
1281
Sunbelt Securities
Texas
$610K +$321 +1 +0.1%
HC
1282
Hara Capital
Washington
$609K – – –
CG
1283
Curat Global
New Hampshire
$608K – – –
BFO
1284
Boston Family Office
Massachusetts
$607K – – –
MA
1285
MCF Advisors
Kentucky
$606K +$242K +754 +69%
AWE
1286
Avidian Wealth Enterprises
Texas
$605K +$47.5K +148 +9%
KA
1287
Kovack Advisors
Florida
$602K -$81.5K -254 -12%
CA
1288
Continuum Advisory
Idaho
$601K +$176K +548 +42%
NIM
1289
Northeast Investment Management
Massachusetts
$600K -$202K -630 -25%
SGI
1290
Summit Global Investments
Utah
$600K – – –
HIP
1291
HUB Investment Partners
Texas
$600K +$27.3K +85 +5%
CSPIA
1292
Cary Street Partners Investment Advisory
Virginia
$598K +$65.8K +205 +13%
SPWG
1293
Sage Private Wealth Group
Illinois
$597K -$18.9K -59 -3%
OCA
1294
OpenArc Corporate Advisory
Georgia
$596K +$155K +483 +36%
KCP
1295
Kera Capital Partners
California
$593K +$39.1K +122 +7%
BPW
1296
Bingham Private Wealth
California
$591K +$14.4K +45 +3%
CIEC
1297
Crédit Industriel et Commercial
France
$590K -$140K -437 -19%
1C
1298
111 Capital
France
$589K +$355K +1,108 +158%
PFT
1299
Providence First Trust
Arizona
$589K +$580K +1,807 New
FWA
1300
FSM Wealth Advisors
Ohio
$589K -$104K -324 -15%
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