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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1001
LCNB Corp
Ohio
$970K – – –
MWM
1002
Meridian Wealth Management
Kentucky
$969K -$435K -1,533 -30%
GWM
1003
GSB Wealth Management
Connecticut
$967K -$29.2K -103 -3%
FHA
1004
Flagship Harbor Advisors
Massachusetts
$966K +$3.98K +14 +0.4%
PWP
1005
Principle Wealth Partners
Connecticut
$964K -$2.84K -10 -0.3%
EAM
1006
Empirical Asset Management
Massachusetts
$956K +$21M +73,929 +429%
SA
1007
SRN Advisors
Pennsylvania
$949K -$16.2K -57 -2%
CIM
1008
CIM Investment Management
Pennsylvania
$948K +$4.26K +15 +0.4%
MSAM
1009
Moloney Securities Asset Management
Missouri
$947K -$120K -424 -11%
CLA
1010
Carnegie Lake Advisors
New Jersey
$946K – – –
GS
1011
GTS Securities
Florida
$939K -$705K -2,483 -42%
XSC
1012
X-Square Capital
Puerto Rico
$937K – – –
ATIA
1013
American Trust Investment Advisors
New Hampshire
$936K – – –
ST
1014
Spinnaker Trust
Maine
$934K – – –
MTIC
1015
Missouri Trust & Investment Company
Missouri
$933K +$73.8K +260 +8%
HW
1016
Hamilton Wealth
California
$932K +$241K +850 +34%
LSAG
1017
Lake Street Advisors Group
New Hampshire
$929K +$34.4K +121 +4%
BHA
1018
Beech Hill Advisors
New York
$928K -$14.2K -50 -1%
WGCA
1019
Wolf Group Capital Advisors
Virginia
$919K – – –
NAMP
1020
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$913K +$4.26K +15 +0.5%
DWM
1021
Dynasty Wealth Management
Florida
$913K -$151K -531 -14%
PPP
1022
Private Portfolio Partners
New Jersey
$913K +$7.67K +27 +0.8%
AFM
1023
Abbot Financial Management
Massachusetts
$910K -$14.2K -50 -1%
AWM
1024
Axxcess Wealth Management
California
$905K +$29.8K +105 +3%
AUB
1025
Atlantic Union Bankshares
Virginia
$899K -$6.25K -22 -0.7%
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