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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
851
Clarius Group LLC
Washington
$597K – – –
ADL
852
Asset Dedication LLC
California
$595K +$402K +1,977 +242%
QCG
853
Quadrant Capital Group
Ohio
$593K +$48.8K +240 +9%
MIM
854
Merrion Investment Management
New Jersey
$592K – – –
PA
855
Parallel Advisors
California
$591K -$31.5K -155 -5%
DMBA
856
Deseret Mutual Benefit Administrators
Utah
$588K -$304K -1,495 -35%
OIA
857
OneDigital Investment Advisors
Kansas
$584K +$169K +833 +44%
RPC
858
Rossmore Private Capital
Connecticut
$583K +$6.1K +30 +1%
QC
859
Quadrature Capital
United Kingdom
$581K +$552K +2,717 New
BBI
860
Baxter Bros Inc
Connecticut
$580K – – –
VRS
861
Virginia Retirement Systems
Virginia
$578K +$549K +2,700 New
CG
862
Colony Group
Massachusetts
$575K +$61K +300 +13%
MHS
863
M Holdings Securities
Oregon
$574K +$545K +2,684 New
SS
864
Simplicity Solutions
Minnesota
$569K -$463K -2,278 -46%
HH
865
Hilltop Holdings
Texas
$567K -$28.7K -141 -5%
CSI
866
Cross Staff Investments
New York
$567K – – –
XT
867
XTX Topco
Cayman Islands
$567K +$539K +2,650 New
TSWM
868
Tyler-Stone Wealth Management
Ohio
$565K +$3.05K +15 +0.6%
SWM
869
Spire Wealth Management
Virginia
$560K -$1.28M -6,318 -71%
CSB
870
City State Bank
Iowa
$557K -$20.3K -100 -4%
MC
871
Machina Capital
France
$557K +$103K +506 +24%
HTHT
872
Hemenway Trust Hemenway Trust
New Hampshire
$553K -$8.94K -44 -2%
PWS
873
Peterson Wealth Services
Utah
$552K +$110K +543 +27%
AIA
874
Angeles Investment Advisors
California
$550K -$63K -310 -11%
IAIM
875
International Assets Investment Management
Florida
$548K -$70.3K -346 -12%
33 34
35
36 37