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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
901
Bayview Asset Management
Florida
$1.04M -$246K -1,000 -20%
TCA
902
Transcend Capital Advisors
New Jersey
$1.03M -$51.4K -209 -5%
CWP
903
Concord Wealth Partners
Virginia
$1.03M +$414K +1,684 +74%
FA
904
FC Advisory
Pennsylvania
$1.03M – – –
MA
905
Montag & Associates
Georgia
$1.02M – – –
IWM
906
IHT Wealth Management
Illinois
$1.01M +$34.2K +139 +4%
MCM
907
Mill Capital Management
North Carolina
$1.01M – – –
TWM
908
Trueblood Wealth Management
Ohio
$1M +$79.7K +324 +9%
SSA
909
Sierra Summit Advisors
Nevada
$1M +$34.2K +139 +4%
BMCM
910
Bryn Mawr Capital Management
Pennsylvania
$1M -$4.18K -17 -0.4%
SIP
911
Stoneridge Investment Partners
Pennsylvania
$1M -$6.13M -24,937 -87%
MCM
912
Mainstay Capital Management
Michigan
$999K -$115K -469 -11%
FFWA
913
FRG Family Wealth Advisors
Washington
$985K – – –
EP
914
Edgestream Partners
New Jersey
$984K +$934K +3,797 New
BOH
915
Bank of Hawaii
Hawaii
$982K -$9.84K -40 -1%
CAMV
916
Concord Asset Management (Virginia)
Virginia
$975K +$412K +1,674 +80%
KSWWM
917
Keyes Stange & Wooten Wealth Management
Florida
$974K -$13.5K -55 -1%
KCM
918
KRS Capital Management
Michigan
$970K -$21.9K -89 -2%
MW
919
Marcum Wealth
Ohio
$968K +$11.6K +47 +1%
DWM
920
Dynasty Wealth Management
Florida
$966K +$917K +3,729 New
HCA
921
Harbour Capital Advisors
Virginia
$966K +$14.5K +59 +2%
IWA
922
Invera Wealth Advisors
Oregon
$966K -$47.5K -193 -5%
EP
923
EPIQ Partners
Minnesota
$962K – – –
GSC
924
Grey Street Capital
Illinois
$961K +$909K +3,697 New
GCP
925
GSA Capital Partners
United Kingdom
$961K +$912K +3,708 New
35 36
37
38 39