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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1001
Valley Brook Capital Group
Pennsylvania
$464K – – –
CPC
1002
Cookson Peirce & Co
Pennsylvania
$463K -$44.9K -229 -9%
DP
1003
Dearborn Partners
Illinois
$459K +$155K +791 +50%
FCCM
1004
First City Capital Management
Georgia
$459K – – –
FHA
1005
Flagship Harbor Advisors
Massachusetts
$458K +$36.6K +187 +9%
CG
1006
Colony Group
Massachusetts
$452K +$24.5K +125 +6%
SFO
1007
Stokes Family Office
Louisiana
$450K -$116K -591 -20%
GA
1008
Goldstein Advisors
Wisconsin
$448K -$2.74K -14 -0.6%
SIG
1009
Sky Investment Group
Connecticut
$445K -$9.8K -50 -2%
PTC
1010
Petrus Trust Company
Texas
$444K +$239K +1,220 +112%
EGA
1011
E&G Advisors
Texas
$440K – – –
QT
1012
Quantamental Technologies
New York
$438K -$1.45M -7,416 -77%
PCA
1013
Peddock Capital Advisors
Massachusetts
$437K – – –
CWA
1014
Canvas Wealth Advisors
Kansas
$437K -$21.2K -108 -5%
WANY
1015
Wealthspire Advisors (New York)
New York
$434K -$31.7K -162 -7%
9WM
1016
9258 Wealth Management
Ohio
$432K +$9.21K +47 +2%
MWM
1017
Meridian Wealth Management
Kentucky
$430K – – –
DI
1018
DFPG Investments
Utah
$429K -$132K -674 -23%
EFMC
1019
Empire Financial Management Company
New York
$428K +$5.49K +28 +1%
SC
1020
SRB Corp
Massachusetts
$427K +$92.3K +471 +27%
DI
1021
DAGCO Inc
Ohio
$423K – – –
BAM
1022
Blueshift Asset Management
New Jersey
$420K +$427K +2,182 New
BJL
1023
Brighton Jones LLC
Washington
$418K +$194K +990 +84%
FDS
1024
First Dallas Securities
Texas
$415K +$588 +3 +0.1%
FRM
1025
Foundation Resource Management
Arkansas
$415K +$15.7K +80 +4%
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