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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
801
Faithward Advisors
Pennsylvania
$2.2M +$471K +1,468 +25%
NWMG
802
Nicholson Wealth Management Group
South Carolina
$2.2M +$2.89K +9 +0.1%
SWMG
803
Stillwater Wealth Management Group
Florida
$2.19M +$309K +963 +17%
QWM
804
Quadcap Wealth Management
Texas
$2.17M -$45.2K -141 -2%
MG
805
Mather Group
Illinois
$2.17M -$1.93K -6 -0.1%
BRWA
806
B. Riley Wealth Advisors
Florida
$2.16M -$21.2K -66 -1%
FWCM
807
Ferguson Wellman Capital Management
Oregon
$2.15M +$2.12M +6,595 New
FLI
808
Family Legacy Inc
South Carolina
$2.15M -$28.9K -90 -1%
PIM
809
Plato Investment Management
Australia
$2.14M -$79.2K -247 -4%
LFG
810
Larson Financial Group
Missouri
$2.13M +$454K +1,415 +28%
BPCE
811
Bank Pictet & Cie (Europe)
Germany
$2.13M +$33.4K +104 +2%
MO
812
McMillan Office
Michigan
$2.11M – – –
NERM
813
New England Research & Management
Illinois
$2.11M +$124K +385 +6%
CPIG
814
Chicago Partners Investment Group
Illinois
$2.09M +$74.8K +233 +4%
O
815
Ossiam
France
$2.08M -$22.5K -70 -1%
JBC
816
Jefferson Bridge Capital
Tennessee
$2.07M -$16.7K -52 -0.8%
DTC
817
Davidson Trust Company
Washington
$2.07M -$268K -834 -12%
NB
818
NBT Bank
New York
$2.07M -$193K -600 -9%
A
819
AustralianSuper
Australia
$2.07M +$2.03M +6,336 New
SL
820
Summitry LLC
California
$2.06M -$2.89K -9 -0.1%
RMC
821
Resources Management Corp
Connecticut
$2.06M – – –
VIA
822
Virtus Investment Advisers
Connecticut
$2.05M +$2.02M +6,294 New
CCP
823
Cunning Capital Partners
North Carolina
$2.03M – – –
MA
824
Mutual Advisors
Nebraska
$2.02M -$29.2K -91 -1%
BIM
825
Baldwin Investment Management
Pennsylvania
$2.02M -$32.1K -100 -2%
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