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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1401
PGIM Custom Harvest
New Jersey
$425K +$7.89K +27 +2%
MAWA
1402
Moss Adams Wealth Advisors
Washington
$425K +$28.4K +97 +8%
AMPWP
1403
Alvarez & Marsal Private Wealth Partners
Florida
$425K +$396K +1,356 New
AF
1404
Alerus Financial
North Dakota
$422K – – –
OCA
1405
OpenArc Corporate Advisory
Georgia
$420K +$394K +1,346 New
BG
1406
Bollard Group
Massachusetts
$418K – – –
CAM
1407
Councilmark Asset Management
Tennessee
$418K -$14K -48 -3%
CWA
1408
Clearview Wealth Advisors
Oregon
$418K -$17K -58 -4%
HTHT
1409
Hemenway Trust Hemenway Trust
New Hampshire
$415K -$1.46K -5 -0.4%
CA
1410
Cornerstone Advisory
Maryland
$415K +$13.4K +46 +4%
PWMG
1411
Prestige Wealth Management Group
New Jersey
$415K +$25.1K +86 +7%
RCM
1412
RMR Capital Management
California
$414K – – –
KA
1413
Klingman & Associates
New York
$412K +$28.4K +97 +8%
SWA
1414
SFMG Wealth Advisors
Texas
$409K +$292 +1 +0.1%
NAS
1415
Nicolet Advisory Services
Wisconsin
$408K +$18.4K +63 +5%
SA
1416
Strategic Advisors
New York
$406K +$5.26K +18 +1%
SIC
1417
Schwartz Investment Counsel
Michigan
$406K -$58.1M -198,750 -99%
SFMG
1418
Sage Financial Management Group
Virginia
$406K – – –
KCM
1419
Kathmere Capital Management
Pennsylvania
$405K +$9.94K +34 +3%
GWP
1420
Gen-Wealth Partners
Michigan
$405K -$147K -503 -28%
QC
1421
Quent Capital
New York
$404K +$90.4K +309 +31%
QLSGSCF
1422
Quent Long Short Global Small Cap Fund
New York
$404K +$379K +1,296 New
CA
1423
Continuum Advisory
Idaho
$404K +$83.3K +285 +28%
BWM
1424
BlackDiamond Wealth Management
New York
$403K -$585 -2 -0.2%
KRW
1425
Kaufman Rossin Wealth
Florida
$403K +$154K +525 +69%
55 56
57
58 59