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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
876
EverSource Wealth Advisors
Alabama
$1.94M -$463K -1,421 -20%
JCM
877
Jacobi Capital Management
Pennsylvania
$1.94M +$32K +98 +2%
EF
878
Exeter Financial
Arizona
$1.94M -$26.1K -80 -1%
GPFA
879
Game Plan Financial Advisors
Ohio
$1.92M +$1.61M +4,950 +734%
SCA
880
Snowden Capital Advisors
New York
$1.91M +$97.8K +300 +6%
BIM
881
Bridges Investment Management
Nebraska
$1.91M +$438K +1,344 +32%
WA
882
Waddell & Associates
Tennessee
$1.91M +$161K +494 +10%
VA
883
Valmark Advisers
Ohio
$1.91M -$42.1K -129 -2%
FMB
884
Field & Main Bank
Kentucky
$1.9M +$26.1K +80 +1%
CAG
885
Crestwood Advisors Group
Massachusetts
$1.9M +$242K +742 +15%
RF
886
Roxbury Financial
New Jersey
$1.9M +$25.4K +78 +1%
HCP
887
Holt Capital Partners
Texas
$1.89M +$48.9K +150 +3%
VIA
888
Virtus Investment Advisers
Connecticut
$1.89M -$241K -740 -12%
EFS
889
Essex Financial Services
Connecticut
$1.88M -$19.2K -59 -1%
TCBWMS
890
Texas Capital Bank Wealth Management Services
Texas
$1.86M -$96.5K -296 -5%
MCA
891
Magnolia Capital Advisors
Mississippi
$1.85M +$190K +584 +12%
FNT
892
First National Trust
Pennsylvania
$1.85M -$495K -1,517 -22%
MYIA
893
Mount Yale Investment Advisors
Colorado
$1.84M -$66.2K -203 -4%
AFG
894
Atomi Financial Group
New York
$1.84M +$60K +184 +4%
DFCM
895
Dark Forest Capital Management
Puerto Rico
$1.83M -$1.12M -3,420 -39%
TWM
896
Trueblood Wealth Management
Ohio
$1.83M -$1.96K -6 -0.1%
DWT
897
Dorsey & Whitney Trust
South Dakota
$1.83M -$49.6K -152 -3%
ICP
898
Impact Capital Partners
Colorado
$1.83M +$25.1K +77 +1%
BT
899
Banque Transatlantique
France
$1.83M – – –
CWM
900
Cordatus Wealth Management
Pennsylvania
$1.82M -$11.1K -34 -0.6%
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