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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1001
Jaffetilchin Investment Partners
Florida
$211K +$227K +1,369 New
AW
1002
ACG Wealth
Georgia
$210K +$331 +2 +0.2%
SPWG
1003
Sage Private Wealth Group
Illinois
$209K +$4.14K +25 +2%
CFGS
1004
Concourse Financial Group Securities
Alabama
$207K -$2.82K -17 -1%
ACM
1005
Advisors Capital Management
New Jersey
$206K +$214K +1,294 New
FI
1006
Fosun International
China
$205K – – –
MAFM
1007
Mid Atlantic Financial Management
Pennsylvania
$203K -$58K -350 -22%
NSB
1008
Norway Savings Bank
Maine
$202K – – –
PCM
1009
Penserra Capital Management
California
$202K +$46.7K +282 +28%
KTC
1010
Kistler-Tiffany Companies
Pennsylvania
$195K – – –
EWM
1011
Endurance Wealth Management
Rhode Island
$194K – – –
ACM
1012
AUA Capital Management
Pennsylvania
$191K – – –
ST
1013
Smithfield Trust
Pennsylvania
$191K – – –
CI
1014
CX Institutional
Indiana
$180K +$41.4K +250 +28%
JFGIW
1015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$176K +$65.8K +397 +56%
PWMG
1016
Prestige Wealth Management Group
New Jersey
$174K -$17.6K -106 -9%
PI
1017
PGGM Investments
Netherlands
$172K +$179K +1,083 New
NICM
1018
Neo Ivy Capital Management
New York
$171K -$498K -3,006 -74%
HIA
1019
Harbor Investment Advisory
Maryland
$166K +$10.4K +63 +6%
FMTCOCP
1020
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$165K – – –
DSC
1021
Duncker Streett & Co
Missouri
$164K – – –
ZB
1022
Zions Bancorporation
Utah
$160K -$1.49K -9 -0.9%
EW
1023
Evoke Wealth
California
$152K -$497 -3 -0.3%
BCA
1024
Berman Capital Advisors
Georgia
$150K +$28.8K +174 +22%
CSPIA
1025
Cary Street Partners Investment Advisory
Virginia
$144K -$29K -175 -16%
39 40
41
42 43