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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
701
Central Trust Company
Missouri
$713K +$12.8K +73 +2%
AHB
702
Abner Herrman & Brock
New Jersey
$713K +$721K +4,112 New
FFWA
703
FRG Family Wealth Advisors
Washington
$707K -$33.1K -189 -4%
RC
704
Roundview Capital
New Jersey
$704K +$175 +1 +0%
KWM
705
Kingsview Wealth Management
Oregon
$702K +$23.1K +132 +3%
DWT
706
Dorsey & Whitney Trust
South Dakota
$695K +$4.56K +26 +0.7%
BL
707
Balentine LLC
Georgia
$695K +$355K +2,026 +102%
DHFB
708
Dixon Hubard Feinour & Brown
Virginia
$694K -$8.77K -50 -1%
FA
709
FC Advisory
Pennsylvania
$688K -$148K -843 -18%
JCM
710
Jacobi Capital Management
Pennsylvania
$688K +$30K +171 +5%
MA
711
Montag & Associates
Georgia
$684K – – –
MBT
712
Montecito Bank & Trust
California
$683K – – –
IWC
713
Integrated Wealth Concepts
Massachusetts
$683K +$187K +1,064 +37%
WA
714
WBH Advisory
Maryland
$682K – – –
IC
715
Inscription Capital
Texas
$682K +$145K +828 +27%
DDC
716
DF Dent & Co
Maryland
$678K – – –
MPPW
717
Mitchell & Pahl Private Wealth
Oklahoma
$677K +$8.59K +49 +1%
IA
718
IFP Advisors
Florida
$677K +$231K +1,316 +59%
SCA
719
Sippican Capital Advisors
Massachusetts
$676K -$17.5K -100 -3%
BOH
720
Bank of Hawaii
Hawaii
$676K -$9.82K -56 -1%
WP
721
WealthShield Partners
North Carolina
$676K +$68.7K +392 +11%
CTA
722
Chesley Taft & Associates
Illinois
$671K +$27.2K +155 +4%
SIM
723
Sentry Investment Management
Wisconsin
$670K -$98.9K -564 -13%
MP
724
McDonald Partners
Ohio
$670K +$53.1K +303 +9%
JWCA
725
J.W. Coons Advisors
Ohio
$669K – – –
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