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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
501
Parcion Private Wealth
Washington
$2.77M -$29.4K -155 -1%
BCFD
502
Boit C.F. David
$2.76M +$2.89M +15,198 New
AG
503
Advocate Group
Minnesota
$2.76M +$1.5M +7,882 +108%
PL
504
Parkwood LLC
Ohio
$2.76M +$2.88M +15,165 New
CIC
505
Cincinnati Indemnity Company
Ohio
$2.74M – – –
RCAP
506
Resolute Capital Asset Partners
Colorado
$2.73M +$2.85M +15,000 New
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.72M +$93.2K +491 +3%
MCA
508
Morris Capital Advisors
Pennsylvania
$2.71M -$32.1K -169 -1%
AAM
509
AR Asset Management
California
$2.71M – – –
KS
510
Karpas Strategies
Connecticut
$2.69M – – –
FHB
511
First Hawaiian Bank
Hawaii
$2.69M +$76.5K +403 +3%
TNB
512
Thomasville National Bank
Georgia
$2.68M +$2.66K +14 +0.1%
SGI
513
Summit Global Investments
Utah
$2.64M +$209K +1,098 +8%
SBL
514
Sargent Bickham Lagudis
Colorado
$2.64M -$265K -1,398 -9%
NIM
515
Nicollet Investment Management
Minnesota
$2.64M -$29.8K -157 -1%
CNBTD
516
Citizens National Bank Trust Department
Mississippi
$2.62M +$183K +962 +7%
BA
517
Bristlecone Advisors
Washington
$2.62M -$23.4K -123 -0.8%
CFCI
518
Comprehensive Financial Consultants Institutional
Indiana
$2.57M +$168K +884 +7%
RWA
519
River Wealth Advisors
Pennsylvania
$2.56M -$66.1K -348 -2%
PWA
520
Phoenix Wealth Advisors
North Carolina
$2.56M +$29.2K +154 +1%
PWLP
521
Prio Wealth Limited Partnership
Massachusetts
$2.56M -$111K -586 -4%
WC
522
Weil Company
California
$2.55M +$19.4K +102 +0.7%
WCM
523
Wunderlich Capital Managemnt
Tennessee
$2.55M +$58.5K +308 +2%
DCM
524
Delta Capital Management
New Jersey
$2.55M – – –
ECM
525
ExodusPoint Capital Management
New York
$2.54M -$1.76M -9,257 -40%
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