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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
826
Sippican Capital Advisors
Massachusetts
$835K +$3.12K +15 +0.4%
CGL
827
Clarius Group LLC
Washington
$831K +$20.4K +98 +3%
MW
828
Marcum Wealth
Ohio
$830K -$38.7K -186 -5%
BBA
829
Baader Bank Aktiengesellschaft
Germany
$827K -$448K -2,154 -36%
BAM
830
Belpointe Asset Management
Nevada
$827K +$383K +1,841 +97%
CA
831
Cullinan Associates
Kentucky
$826K +$779K +3,745 New
ADL
832
Asset Dedication LLC
California
$824K +$6.24K +30 +0.8%
EP
833
EPIQ Partners
Minnesota
$819K – – –
CCA
834
Checchi Capital Advisers
California
$817K -$255K -1,224 -25%
CAM
835
Columbia Asset Management
Michigan
$812K -$90.5K -435 -11%
CG
836
CFO4Life Group
Texas
$809K -$21.4K -103 -3%
C
837
CFO4Life
Texas
$809K +$763K +3,666 New
CTA
838
Chesley Taft & Associates
Illinois
$808K -$5.2K -25 -0.7%
GIA
839
Guyasuta Investment Advisors
Pennsylvania
$807K – – –
HVIA
840
Hudson Valley Investment Advisors
New York
$804K -$11.4K -55 -1%
DDC
841
DF Dent & Co
Maryland
$801K -$3.33K -16 -0.4%
PA
842
Parallel Advisors
California
$801K +$52.2K +251 +7%
GCM
843
GoodHaven Capital Management
New Jersey
$800K – – –
GRP
844
Global Retirement Partners
California
$798K +$2.91K +14 +0.4%
BHA
845
Beech Hill Advisors
New York
$796K – – –
TC
846
Toews Corporation
New Jersey
$794K -$520K -2,500 -41%
OIA
847
OneDigital Investment Advisors
Kansas
$787K +$155K +745 +26%
TFA
848
Transamerica Financial Advisors
Florida
$784K +$190K +913 +35%
RFA
849
Resurgent Financial Advisors
Georgia
$777K -$18.7K -90 -2%
PAG
850
Private Advisor Group
New Jersey
$776K -$34.7K -167 -2%
32 33
34
35 36