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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
851
Montag & Associates
Georgia
$763K – – –
SYBT
852
Stock Yards Bank & Trust
Kentucky
$754K -$40.6K -207 -5%
FG
853
Fiduciary Group
Georgia
$754K +$105K +534 +16%
MG
854
Mather Group
Illinois
$754K +$73.9K +377 +11%
BOH
855
Bank of Hawaii
Hawaii
$753K -$41.5K -212 -5%
BCP
856
Blackhawk Capital Partners
Wisconsin
$753K +$28.4K +145 +4%
CGL
857
Clarius Group LLC
Washington
$743K +$18.2K +93 +2%
MW
858
Marcum Wealth
Ohio
$741K +$30.4K +155 +4%
RWM
859
Ritholtz Wealth Management
New York
$732K -$79K -403 -10%
VEA
860
Virtus ETF Advisers
New York
$731K -$34.3K -175 -4%
CTA
861
Chesley Taft & Associates
Illinois
$730K +$5.88K +30 +0.8%
WA
862
WBH Advisory
Maryland
$728K -$21.7K -111 -3%
CCA
863
Checchi Capital Advisers
California
$717K +$6.27K +32 +0.9%
EP
864
EPIQ Partners
Minnesota
$715K – – –
SL
865
Sentry LLC
Tennessee
$713K – – –
FI
866
Financial Insights
Washington
$712K +$247K +1,262 +52%
RDWM
867
Red Door Wealth Management
Tennessee
$711K +$723K +3,691 New
WC
868
Westhampton Capital
North Carolina
$711K +$980 +5 +0.1%
GIA
869
Guyasuta Investment Advisors
Pennsylvania
$710K +$6.07K +31 +0.8%
QCG
870
Quadrant Capital Group
Ohio
$710K -$46.8K -239 -6%
SCA
871
Sippican Capital Advisors
Massachusetts
$699K -$6.86K -35 -1%
DDC
872
DF Dent & Co
Maryland
$698K -$980 -5 -0.1%
GCM
873
GoodHaven Capital Management
New Jersey
$698K – – –
BHA
874
Beech Hill Advisors
New York
$695K – – –
TPA
875
Trivium Point Advisory
Connecticut
$694K +$117K +598 +20%
33 34
35
36 37