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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
976
Formidable Asset Management
Ohio
$1.32M -$17.6K -55 -1%
TWIM
977
TIAA Wealth Investment Management
New York
$1.32M +$1.3M +4,040 New
GFP
978
Gryphon Financial Partners
Ohio
$1.3M +$52.3K +163 +4%
OWP
979
Obermeyer Wealth Partners
Colorado
$1.29M -$22.9M -71,529 -95%
FA
980
FC Advisory
Pennsylvania
$1.29M – – –
TM
981
TigerOak Management
New Mexico
$1.29M +$1.93K +6 +0.2%
MCC
982
Money Concepts Capital
Florida
$1.29M +$167K +521 +15%
ANTB
983
AMG National Trust Bank
Colorado
$1.29M +$133K +413 +12%
AAM
984
Advisors Asset Management
Colorado
$1.29M -$163K -507 -11%
DM
985
Delphi Management
Massachusetts
$1.29M -$396K -1,235 -24%
GWM
986
GSB Wealth Management
Connecticut
$1.27M +$3.53K +11 +0.3%
LSA
987
Lansing Street Advisors
Pennsylvania
$1.27M -$198K -618 -14%
PWMAG
988
Pinnacle Wealth Management Advisory Group
New Jersey
$1.27M -$2.57K -8 -0.2%
FAM
989
Fairtree Asset Management
South Africa
$1.26M +$1.24M +3,880 New
NFSG
990
Newbridge Financial Services Group
Florida
$1.26M -$103K -321 -8%
ADL
991
Asset Dedication LLC
California
$1.26M -$214K -668 -15%
RBA
992
Richard Bernstein Advisors
New York
$1.25M – – –
SI
993
Saxon Interests
Texas
$1.25M -$376K -1,173 -23%
FFWA
994
FRG Family Wealth Advisors
Washington
$1.23M +$52.3K +163 +5%
MWM
995
Meridian Wealth Management
Kentucky
$1.23M +$144K +450 +14%
LA
996
Lakeside Advisors
Washington
$1.23M -$32.1K -100 -3%
EP
997
EPIQ Partners
Minnesota
$1.21M – – –
IP
998
Indivisible Partners
Florida
$1.21M +$660K +2,058 +125%
HFM
999
Hartford Funds Management
Pennsylvania
$1.2M +$28.2K +88 +2%
CTC
1000
Central Trust Company
Missouri
$1.19M +$38.8K +121 +3%
38 39
40
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