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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
951
Keel Point
Alabama
$238K +$43K +281 +23%
CFW
952
CA Family Wealth
California
$238K +$234K +1,528 New
ST
953
Smithfield Trust
Pennsylvania
$236K -$42.1K -275 -15%
BHBT
954
Burke & Herbert Bank & Trust
Virginia
$236K +$232K +1,518 New
AF
955
Allworth Financial
California
$235K – – –
NPT
956
Nixon Peabody Trust
Massachusetts
$235K – – –
ZIC
957
ZWJ Investment Counsel
Georgia
$234K -$31.7K -207 -12%
OIA
958
OneDigital Investment Advisors
Kansas
$234K -$15K -98 -6%
NFC
959
Northeast Financial Consultants
Connecticut
$233K -$76.5K -500 -25%
AUB
960
Atlantic Union Bankshares
Virginia
$233K – – –
SAM
961
Steinberg Asset Management
New York
$233K – – –
LC
962
LCNB Corp
Ohio
$231K – – –
AWM
963
Altium Wealth Management
New York
$231K +$5.05K +33 +2%
TA
964
Tiedemann Advisors
New York
$230K -$49.9K -326 -18%
HPWM
965
Highland Private Wealth Management
Washington
$230K -$2.45K -16 -1%
FANJ
966
Financial Architects (New Jersey)
New Jersey
$230K – – –
WIA
967
Wealthstreet Investment Advisors
Texas
$230K – – –
HFP
968
Holistic Financial Partners
Indiana
$229K +$6.27K +41 +3%
WANY
969
Wealthspire Advisors (New York)
New York
$229K +$225K +1,469 New
SPC
970
Sigma Planning Corp
Michigan
$228K +$11.9K +78 +6%
WC
971
Whitnell & Co
Illinois
$227K -$65K -425 -23%
LWM
972
Lenox Wealth Management
Ohio
$227K -$21.4K -140 -9%
GIA
973
Gladstone Institutional Advisory
Florida
$227K -$15.9K -104 -7%
CL
974
Choreo LLC
Illinois
$227K +$26K +170 +13%
RCA
975
Ranch Capital Advisors
Florida
$225K -$5.82K -38 -3%
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