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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
976
Realta Investment Advisors
Delaware
$200K +$194K +1,253 New
CFGS
977
Concourse Financial Group Securities
Alabama
$198K -$281K -1,817 -60%
NSB
978
Norway Savings Bank
Maine
$194K – – –
APW
979
Acima Private Wealth
Virginia
$188K – – –
TL
980
TrueWealth LLC
Georgia
$188K – – –
BAM
981
Belpointe Asset Management
Nevada
$185K -$3.56K -23 -2%
FMTCOCP
982
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$183K +$5.57K +36 +3%
SSB
983
Sandy Spring Bank
Maryland
$174K -$8.66K -56 -5%
CRC
984
Curi RMB Capital
Illinois
$174K +$166K +1,075 New
BL
985
Balentine LLC
Georgia
$172K +$103K +667 +166%
FQ
986
First Quadrant
California
$171K -$9.08M -58,703 -98%
IFAM
987
Institutional & Family Asset Management
Colorado
$171K -$1.55K -10 -0.9%
EWM
988
Endurance Wealth Management
Rhode Island
$166K – – –
EW
989
Evoke Wealth
California
$163K +$156K +1,008 New
GEA
990
Glen Eagle Advisors
New Jersey
$158K – – –
HDIM
991
Hanson & Doremus Investment Management
Vermont
$156K – – –
LC
992
Lindbrook Capital
California
$151K -$84.5K -546 -37%
FMII
993
Farmers & Merchants Investments Inc
Nebraska
$147K -$17.6K -114 -11%
FGAM
994
Financial Gravity Asset Management
Texas
$145K -$56K -362 -29%
ME
995
McIlrath & Eck
Washington
$145K – – –
KWA
996
KCS Wealth Advisory
California
$140K +$134K +867 New
BCA
997
Berman Capital Advisors
Georgia
$137K -$4.33K -28 -3%
CI
998
CX Institutional
Indiana
$133K -$9.28K -60 -7%
PMFA
999
Plante Moran Financial Advisors
Michigan
$132K -$63.3K -409 -33%
M
1000
MOTCO
Texas
$129K -$61K -394 -33%
38 39
40
41 42