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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
951
SeaCrest Wealth Management
New York
$511K +$9.88K +47 +2%
CPC
952
Cookson Peirce & Co
Pennsylvania
$511K -$14.7M -69,749 -96%
BBI
953
Baxter Bros Inc
Connecticut
$505K -$26.3K -125 -5%
AC
954
AXQ Capital
New Jersey
$505K +$546K +2,600 New
JWCA
955
J.W. Cole Advisors
Florida
$504K +$25K +119 +5%
GWM
956
GSB Wealth Management
Connecticut
$501K +$21.4K +102 +4%
BAM
957
Boyar Asset Management
New York
$499K -$28.4K -135 -5%
WG
958
Welch Group
Alabama
$498K -$63.9K -304 -11%
RPC
959
Rossmore Private Capital
Connecticut
$497K -$4.41K -21 -0.8%
CPWA
960
Cerro Pacific Wealth Advisors
California
$495K -$61.4K -292 -10%
IBOK
961
Independence Bank of Kentucky
Kentucky
$492K -$16.8K -80 -3%
EHC
962
Everett Harris & Co
California
$490K – – –
1SB
963
1ST Source Bank
Indiana
$487K – – –
EWA
964
Exencial Wealth Advisors
Oklahoma
$485K +$35.7K +170 +7%
IWA
965
Intercontinental Wealth Advisors
Texas
$484K +$5.04K +24 +1%
FCCM
966
First City Capital Management
Georgia
$481K +$6.93K +33 +1%
FNBT
967
FineMark National Bank & Trust
Florida
$476K +$69.1K +329 +15%
PCP
968
Proficio Capital Partners
Massachusetts
$476K -$10.7K -51 -2%
JIC
969
Joel Isaacson & Co
New York
$476K – – –
FI
970
Financial Insights
Washington
$473K +$512K +2,437 New
TSW
971
Thompson Siegel & Walmsley
Virginia
$473K – – –
GIA
972
Gateway Investment Advisers
Ohio
$470K -$1.03M -4,901 -67%
WANY
973
Wealthspire Advisors (New York)
New York
$469K +$34.5K +164 +7%
ACM
974
Allred Capital Management
Texas
$469K +$4.2K +20 +0.8%
VBCG
975
Valley Brook Capital Group
Pennsylvania
$468K – – –
37 38
39
40 41