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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1376
BOK Financial Private Wealth
Colorado
$27.6K +$26.7K +132 New
EL
1377
EMFO LLC
Florida
$26K – – –
TWP
1378
TFO Wealth Partners
Ohio
$26K +$809 +4 +3%
CYG
1379
Clean Yield Group
Vermont
$25.2K -$2.63K -13 -10%
CMBA
1380
C.M. Bidwell & Associates
Hawaii
$25K -$226K -1,119 -90%
UCB
1381
United Community Bank
South Carolina
$25K -$12.1K -60 -33%
TCM
1382
Tradewinds Capital Management
Washington
$25K – – –
VCM
1383
Versant Capital Management
Arizona
$24.8K +$2.63K +13 +12%
RFG
1384
RFP Financial Group
Georgia
$24.4K – – –
CTA
1385
Colonial Trust Advisors
South Carolina
$24.1K – – –
CWM
1386
CarsonAllaria Wealth Management
Illinois
$24.1K +$202 +1 +0.9%
SS
1387
Sunbelt Securities
Texas
$24K – – –
AA
1388
Addison Advisors
Vermont
$23.9K – – –
AWM
1389
Atticus Wealth Management
Florida
$23.5K – – –
TIM
1390
Tortoise Investment Management
New York
$23.5K +$202 +1 +0.9%
SWM
1391
Sugarloaf Wealth Management
Georgia
$22.7K – – –
MIM
1392
Meridiem Investment Management
United Kingdom
$22.5K – – –
SWA
1393
Sutton Wealth Advisors
Florida
$22.1K +$10.9K +54 +104%
CAL
1394
Capital Analysts LLC
Pennsylvania
$21K +$2.02K +10 +11%
LWANC
1395
Laurel Wealth Advisors (North Carolina)
North Carolina
$20.6K – – –
PFA
1396
Pathway Financial Advisers
Indiana
$20.3K +$19.8K +98 New
GA
1397
GoalVest Advisory
New York
$19.8K +$1.01K +5 +6%
FCA
1398
FinTrust Capital Advisors
South Carolina
$19.6K -$202 -1 -1%
FP
1399
Financial Perspectives
Minnesota
$19.6K – – –
FRA
1400
Front Row Advisors
California
$18.8K -$37K -183 -67%
54 55
56
57 58