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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
801
Valley Brook Capital Group
Pennsylvania
$371K +$338K +2,411 New
BAM
802
Boyar Asset Management
New York
$362K +$13.7K +98 +4%
FHA
803
Flagship Harbor Advisors
Massachusetts
$361K -$15.4K -110 -4%
LIM
804
Leavell Investment Management
Alabama
$361K – – –
OPS
805
Orion Portfolio Solutions
Nebraska
$361K +$19.6K +140 +6%
MMPW
806
Mitchell McLeod Pugh & Williams
Alabama
$359K -$92.5K -660 -22%
NPA
807
Nichols & Pratt Advisers
Massachusetts
$359K – – –
IWA
808
Intercontinental Wealth Advisors
Texas
$352K -$99.5K -710 -24%
S
809
SignatureFD
Georgia
$351K +$34.6K +247 +12%
MRCM
810
M&R Capital Management
New Jersey
$350K -$168K -1,200 -35%
PCA
811
Peddock Capital Advisors
Massachusetts
$350K – – –
KFA
812
Krane Funds Advisors
New York
$350K +$318K +2,271 New
NCM
813
Novare Capital Management
North Carolina
$348K -$6.54M -46,630 -95%
CA
814
Cetera Advisors
Colorado
$346K +$2.8K +20 +0.9%
NG
815
NatWest Group
United Kingdom
$343K – – –
MCA
816
Magnolia Capital Advisors
Mississippi
$343K +$20.7K +148 +7%
PWP
817
Principle Wealth Partners
Connecticut
$342K +$311K +2,220 New
PCM
818
Pointe Capital Management
Michigan
$341K -$52.4K -374 -14%
FANJ
819
Financial Architects (New Jersey)
New Jersey
$341K – – –
MCM
820
Murphy Capital Management
New Jersey
$340K -$44.9K -320 -13%
RPC
821
Rossmore Private Capital
Connecticut
$340K +$57K +407 +23%
DI
822
DAGCO Inc
Ohio
$338K -$14K -100 -4%
MAM
823
Meeder Asset Management
Ohio
$336K +$125K +892 +69%
1SB
824
1ST Source Bank
Indiana
$335K – – –
MMHP
825
Murphy Middleton Hinkle & Parker
Georgia
$335K – – –
31 32
33
34 35