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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
1001
Valley Forge Investment Consultants
Pennsylvania
$441K – – –
LAI
1002
Legal Advantage Investments
California
$441K +$416K +2,000 New
P
1003
Pitcairn
Pennsylvania
$441K -$7.49K -36 -2%
SFG
1004
Summit Financial Group
West Virginia
$439K -$25.2K -121 -6%
AIM
1005
Aigen Investment Management
New York
$437K -$6.72M -32,307 -94%
GW
1006
GW & Wade
Massachusetts
$436K +$12.9K +62 +3%
YWP
1007
YorkBridge Wealth Partners
New York
$434K – – –
PCM
1008
Pointe Capital Management
Michigan
$434K -$57.2K -275 -12%
DP
1009
Dearborn Partners
Illinois
$429K -$220K -1,057 -35%
EP
1010
Edgestream Partners
New Jersey
$428K -$1M -4,817 -71%
VFA
1011
Voya Financial Advisors
Connecticut
$426K -$53.7K -258 -12%
EBWM
1012
Eagle Bluffs Wealth Management
Missouri
$425K -$11.9K -57 -3%
CB
1013
Cadence Bank
Mississippi
$421K -$35.4K -170 -8%
BBA
1014
BLB&B Advisors
Pennsylvania
$417K -$34.3K -165 -8%
9WM
1015
9258 Wealth Management
Ohio
$417K +$94.2K +453 +32%
GC
1016
Grimes & Company
Massachusetts
$414K -$832 -4 -0.2%
LIM
1017
Leavell Investment Management
Alabama
$413K +$2.29K +11 +0.6%
CIM
1018
Contravisory Investment Management
Massachusetts
$411K +$56K +269 +17%
HW
1019
Hamilton Wealth
California
$411K -$20.8K -100 -5%
HW
1020
Hancock Whitney
Mississippi
$409K +$41.8K +201 +12%
BFG
1021
Barber Financial Group
Kansas
$407K -$624 -3 -0.2%
SA
1022
Sicart Associates
New York
$403K – – –
SCM
1023
Stonebridge Capital Management
California
$403K – – –
FNB
1024
Farmers National Bank
Kentucky
$399K -$4.16K -20 -1%
ESB
1025
Essex Savings Bank
Connecticut
$398K -$416 -2 -0.1%
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