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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
851
Ceeto Capital Group
Florida
$592K – – –
AWM
852
Avior Wealth Management
Nebraska
$590K -$123K -596 -17%
WFA
853
Websterrogers Financial Advisors
South Carolina
$590K -$13K -63 -2%
CCM
854
CTC Capital Management
Illinois
$590K +$618K +3,000 New
WP
855
WMS Partners
Maryland
$586K -$14.2K -69 -2%
OQS
856
Occudo Quantitative Strategies
Florida
$583K -$737K -3,579 -55%
JIP
857
Jaffetilchin Investment Partners
Florida
$581K -$23.7K -115 -4%
WJWM
858
Williams Jones Wealth Management
New York
$575K +$214K +1,039 +55%
QCG
859
Quadrant Capital Group
Ohio
$574K +$30.3K +147 +5%
BAM
860
Boyar Asset Management
New York
$573K +$6.8K +33 +1%
WPW
861
Waldron Private Wealth
Pennsylvania
$572K -$26.8K -130 -4%
BSA
862
Bull Street Advisors
Georgia
$572K – – –
SIM
863
Sentry Investment Management
Wisconsin
$571K -$117K -566 -16%
DP
864
Dearborn Partners
Illinois
$569K +$114K +551 +24%
TSW
865
Thompson Siegel & Walmsley
Virginia
$568K -$61.8K -300 -9%
PA
866
Parallel Advisors
California
$566K +$33.4K +162 +6%
HIM
867
Hillsdale Investment Management
Ontario, Canada
$565K – – –
HJIM
868
Henry James International Management
New York
$564K – – –
WG
869
Welch Group
Alabama
$564K +$12.4K +60 +2%
OIA
870
Optimum Investment Advisors
Illinois
$558K – – –
OFS
871
OneAscent Financial Services
Alabama
$554K +$578K +2,806 New
OIA
872
OneDigital Investment Advisors
Kansas
$552K +$16.1K +78 +3%
SS
873
Simplicity Solutions
Minnesota
$550K +$28.8K +140 +5%
FAB
874
First American Bank
Illinois
$547K -$32.1K -156 -5%
MIM
875
Merrion Investment Management
New Jersey
$547K – – –
33 34
35
36 37