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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
751
Regent Investment Management
Kentucky
$884K – – –
IC
752
Inscription Capital
Texas
$884K +$77.5K +376 +9%
CFA
753
CWS Financial Advisors
Michigan
$873K -$70K -340 -7%
SI
754
Saxon Interests
Texas
$871K +$913K +4,433 New
TA
755
TFG Advisers
Michigan
$870K +$20.2K +98 +2%
QT
756
Quantamental Technologies
New York
$868K +$909K +4,415 New
CAM
757
Columbia Asset Management
Michigan
$867K +$909K +4,411 New
BIM
758
Baldwin Investment Management
Pennsylvania
$865K +$5.36K +26 +0.6%
BCP
759
Blackhawk Capital Partners
Wisconsin
$865K +$111K +541 +14%
WCA
760
Westover Capital Advisors
Delaware
$863K -$6.18K -30 -0.7%
EWA
761
EverSource Wealth Advisors
Alabama
$858K +$165K +799 +22%
TPW
762
Transatlantique Private Wealth
New York
$858K +$899K +4,364 New
BBHC
763
Brown Brothers Harriman & Co
New York
$854K -$188K -912 -17%
DHFB
764
Dixon Hubard Feinour & Brown
Virginia
$852K -$43.3K -210 -5%
MP
765
McDonald Partners
Ohio
$852K +$42.6K +207 +5%
TFS
766
Thoroughbred Financial Services
Tennessee
$851K +$623K +3,022 +231%
CTC
767
Central Trust Company
Missouri
$846K -$35K -170 -4%
FMAEN1
768
Fund Management at Engine No 1
California
$841K +$130K +632 +17%
HLOC
769
H.L. Ormond & Company
North Carolina
$834K -$104K -503 -11%
NW
770
NewEdge Wealth
Pennsylvania
$834K +$184K +891 +27%
CPR
771
CSU Producer Resources
Ohio
$828K – – –
FAIM
772
Financial Advocates Investment Management
Washington
$821K -$3.5K -17 -0.4%
ANTB
773
AMG National Trust Bank
Colorado
$820K -$17.5K -85 -2%
RC
774
Roundview Capital
New Jersey
$819K – – –
EFS
775
Essex Financial Services
Connecticut
$814K -$28.6K -139 -3%
29 30
31
32 33