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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
526
Martingale Asset Management
Massachusetts
$1.64M +$76.7K +501 +5%
OIA
527
Optimum Investment Advisors
Illinois
$1.63M -$61.2K -400 -4%
CB
528
Community Bank
New York
$1.63M – – –
FC
529
Fayerweather Charles
$1.62M +$2.29K +15 +0.1%
AP
530
Appleton Partners
Massachusetts
$1.61M +$418K +2,731 +36%
NC
531
NovaPoint Capital
Georgia
$1.6M +$1.58M +10,312 New
CCP
532
Corient Capital Partners
California
$1.6M +$3.83K +25 +0.2%
VSWA
533
Vontobel Swiss Wealth Advisors
Switzerland
$1.56M – – –
IAA
534
Independent Advisor Alliance
North Carolina
$1.56M +$37.3K +244 +3%
CA
535
Cornerstone Advisors
North Carolina
$1.56M +$1.53M +10,000 New
BRWA
536
B. Riley Wealth Advisors
Florida
$1.56M -$40.1K -262 -3%
FCH
537
Freestone Capital Holdings
Washington
$1.55M -$342K -2,236 -18%
LW
538
Linscomb Wealth
Texas
$1.54M +$1.04M +6,778 +217%
MOS
539
MGO One Seven
Ohio
$1.52M -$54.9K -359 -4%
HVIA
540
Hudson Valley Investment Advisors
New York
$1.52M -$25.7K -168 -2%
VIG
541
Vienna Insurance Group
Poland
$1.5M -$551K -3,599 -27%
FAIM
542
Financial Advocates Investment Management
Washington
$1.49M +$218K +1,427 +18%
SBSB
543
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.49M +$2.45K +16 +0.2%
CBB
544
Citizens Business Bank
California
$1.48M +$184K +1,200 +14%
JWM
545
Jackson Wealth Management
Florida
$1.44M +$34K +222 +2%
PA
546
Profund Advisors
Maryland
$1.44M -$67.3K -440 -5%
PAG
547
Private Advisor Group
New Jersey
$1.43M -$1.58M -10,325 -53%
TNB
548
TCF National Bank
South Dakota
$1.43M +$45.9K +300 +3%
MC
549
Moors & Cabot
Massachusetts
$1.43M +$12.1K +79 +0.9%
ZCA
550
Zeke Capital Advisors
Pennsylvania
$1.43M -$19K -124 -1%
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