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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
951
9258 Wealth Management
Ohio
$209K +$190K +1,357 New
RWM
952
Ritholtz Wealth Management
New York
$209K +$190K +1,359 New
MGIM
953
M&G Investment Management
United Kingdom
$209K +$191K +1,360 New
GA
954
Geller Advisors
New York
$208K +$129K +921 New
AM
955
Atwater Malick
Pennsylvania
$208K +$189K +1,350 New
CIA
956
Capital Investment Advisors
Georgia
$208K +$189K +1,350 New
PWPS
957
Pinnacle Wealth Planning Services
Ohio
$208K +$190K +1,352 New
KPW
958
Kore Private Wealth
New York
$208K +$190K +1,353 New
CSIC
959
Clifford Swan Investment Counsel
California
$206K +$188K +1,339 New
SPWG
960
Sage Private Wealth Group
Illinois
$206K +$188K +1,339 New
SFA
961
Sequoia Financial Advisors
Ohio
$204K +$185K +1,323 New
ATWA
962
Arbor Trust Wealth Advisors
Michigan
$203K +$184K +1,315 New
EF
963
Exeter Financial
Arizona
$202K +$184K +1,313 New
NSB
964
Norway Savings Bank
Maine
$196K +$9.53K +68 +6%
FDCDDQ
965
Federation des caisses Desjardins du Quebec
Quebec, Canada
$195K +$105K +747 +143%
ACM
966
AUA Capital Management
Pennsylvania
$185K – – –
ST
967
Smithfield Trust
Pennsylvania
$185K +$10.7K +76 +7%
PWMG
968
Prestige Wealth Management Group
New Jersey
$170K +$17.8K +127 +13%
WEC
969
Winslow Evans & Crocker
Massachusetts
$166K -$3.22K -23 -2%
PFO
970
Pathstone Family Office
New Jersey
$160K +$14.7K +105 +11%
FMTCOCP
971
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$159K – – –
EWM
972
Endurance Wealth Management
Rhode Island
$151K – – –
HIA
973
Harbor Investment Advisory
Maryland
$151K +$46.1K +329 +50%
HDIM
974
Hanson & Doremus Investment Management
Vermont
$149K – – –
DSC
975
Duncker Streett & Co
Missouri
$148K – – –
37 38
39
40 41