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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
976
Jaffetilchin Investment Partners
Florida
$817K -$80.2K -326 -9%
VEA
977
Virtus ETF Advisers
New York
$817K +$775K +3,152 New
GBT
978
Grove Bank & Trust
Florida
$811K +$522K +2,124 +211%
XSC
979
X-Square Capital
Puerto Rico
$801K +$24.8K +101 +3%
OIA
980
Optimum Investment Advisors
Illinois
$797K – – –
CG
981
CFO4Life Group
Texas
$796K -$60.7K -247 -7%
MSS
982
Mitchell Sinkler & Starr
Pennsylvania
$796K -$1.24M -5,030 -62%
ACM
983
Allred Capital Management
Texas
$796K +$4.67K +19 +0.6%
RA
984
Ransom Advisory
Rhode Island
$793K +$752K +3,060 New
BSA
985
Bull Street Advisors
Georgia
$786K – – –
ACM
986
Advisors Capital Management
New Jersey
$785K +$15.5K +63 +2%
MPI
987
Mairs & Power Inc
Minnesota
$782K +$4.18K +17 +0.6%
FI
988
Finivi Inc
Massachusetts
$777K – – –
PWPS
989
Pinnacle Wealth Planning Services
Ohio
$777K +$7.62K +31 +1%
ET
990
Equitable Trust
Tennessee
$774K +$10.1K +41 +1%
CI
991
Conning Inc
Connecticut
$772K -$19.7K -80 -3%
CA
992
Commerzbank Aktiengesellschaft
Germany
$767K +$121K +491 +20%
RFA
993
Resurgent Financial Advisors
Georgia
$766K -$15K -61 -2%
ANBTV
994
American National Bank & Trust (Virginia)
Virginia
$764K +$725K +2,947 New
NL
995
NVWM LLC
Pennsylvania
$754K -$136K -555 -16%
CAM
996
Columbia Asset Management
Michigan
$750K – – –
RPC
997
Rossmore Private Capital
Connecticut
$749K +$71.3K +290 +11%
WG
998
Welch Group
Alabama
$748K +$62K +252 +10%
GFP
999
Gryphon Financial Partners
Ohio
$747K +$48.4K +197 +7%
EWA
1000
Encompass Wealth Advisors
Oregon
$743K -$55.8K -227 -7%
38 39
40
41 42