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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
876
Courier Capital
New York
$271K – – –
BCP
877
Berkeley Capital Partners
Georgia
$271K +$247K +1,761 New
PA
878
Parallel Advisors
California
$270K -$42.8K -305 -15%
AC
879
Arjuna Capital
North Carolina
$269K -$935K -6,667 -79%
PM
880
Parametrica Management
Hong Kong
$267K +$243K +1,733 New
BIAS
881
Beacon Investment Advisory Services
New Jersey
$266K -$23.3K -166 -9%
TI
882
Tidal Investments
Wisconsin
$266K +$242K +1,728 New
GIA
883
GHP Investment Advisors
Colorado
$264K +$240K +1,713 New
MMG
884
Monetary Management Group
Missouri
$262K – – –
TI
885
Trexquant Investment
Connecticut
$258K -$6.94M -49,490 -97%
BBA
886
BLB&B Advisors
Pennsylvania
$258K -$31.5K -225 -12%
BCM
887
BTR Capital Management
California
$258K +$235K +1,676 New
AAP
888
Arax Advisory Partners
Colorado
$257K +$55.1K +393 +31%
PMG
889
ProVise Management Group
Florida
$256K +$233K +1,660 New
HPC
890
HM Payson & Co
Maine
$255K +$9.11K +65 +4%
AUB
891
Atlantic Union Bankshares
Virginia
$254K +$231K +1,650 New
PPSG
892
Princeton Portfolio Strategies Group
New Jersey
$252K +$229K +1,637 New
BHBT
893
Burke & Herbert Bank & Trust
Virginia
$250K +$227K +1,623 New
RW
894
Rede Wealth
Virginia
$249K +$227K +1,616 New
TA
895
Tiedemann Advisors
New York
$249K +$227K +1,619 New
EM
896
Excalibur Management
Massachusetts
$249K +$227K +1,620 New
PFWA
897
Paces Ferry Wealth Advisors
Georgia
$248K -$12.3K -88 -5%
PCWA
898
Pacific Capital Wealth Advisors
California
$248K – – –
NIM
899
Northeast Investment Management
Massachusetts
$248K +$226K +1,610 New
QWM
900
QP Wealth Management
New Jersey
$247K +$225K +1,603 New
34 35
36
37 38