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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1426
Bollard Group
Massachusetts
$459K +$979 +3 +0.2%
1C
1427
111 Capital
France
$459K -$150K -461 -25%
AFGAS
1428
Allegiance Financial Group Advisory Services
Virginia
$459K -$10.1K -31 -2%
CG
1429
Curat Global
New Hampshire
$458K -$200K -612 -33%
CAM
1430
Councilmark Asset Management
Tennessee
$456K – – –
FFS
1431
Flavin Financial Services
Florida
$456K +$436K +1,338 New
FISPB
1432
Fideuram - Intesa Sanpaolo Private Banking
$455K +$35.6K +109 +9%
TWP
1433
Tyche Wealth Partners
Texas
$454K +$9.13K +28 +2%
WWC
1434
Waypoint Wealth Counsel
Georgia
$454K -$510K -1,563 -54%
MW
1435
MBL Wealth
North Carolina
$454K +$80.9K +248 +23%
CPWA
1436
Cerro Pacific Wealth Advisors
California
$453K -$11.1K -34 -2%
RCM
1437
RMR Capital Management
California
$451K – – –
LP
1438
LMR Partners
United Kingdom
$451K +$432K +1,323 New
PFWA
1439
Paces Ferry Wealth Advisors
Georgia
$450K -$16.6K -51 -4%
CP
1440
CenterBook Partners
Connecticut
$448K -$3.61M -11,078 -89%
NFA
1441
Northern Financial Advisors
Michigan
$448K +$2.94K +9 +0.7%
LWM
1442
LightSquare Wealth Management
Michigan
$448K -$92K -282 -18%
AF
1443
Alerus Financial
North Dakota
$447K – – –
SAM
1444
Strategy Asset Managers
California
$446K -$4.89K -15 -1%
TL
1445
Tradewinds LLC
North Carolina
$445K +$16.4M +50,280 +6,564%
RWM
1446
Revisor Wealth Management
Ohio
$445K -$30K -92 -7%
ML
1447
McAdam LLC
Pennsylvania
$444K +$425K +1,302 New
HVIA
1448
Hudson Valley Investment Advisors
New York
$443K -$2.61K -8 -0.6%
EFM
1449
E Fund Management
China
$442K -$18.9K -58 -4%
SIA
1450
Strategic Investment Advisors
Michigan
$440K -$5.87K -18 -1%
56 57
58
59 60