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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1001
Cushing Capital Partners
Wisconsin
$1.01M +$78.9K +284 +9%
CAM
1002
Costello Asset Management
Pennsylvania
$1M +$924K +3,325 New
MFS
1003
Mattson Financial Services
Michigan
$1M -$25.3K -91 -3%
NAMP
1004
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1M +$2.78K +10 +0.3%
SIA
1005
SkyView Investment Advisors
New Jersey
$1M +$57.5K +207 +7%
AFM
1006
Abbot Financial Management
Massachusetts
$995K +$278 +1 +0%
MWM
1007
Meridian Wealth Management
Kentucky
$994K -$60K -216 -6%
FCP
1008
Fidelis Capital Partners
Florida
$984K -$40.8K -147 -4%
BHA
1009
Beech Hill Advisors
New York
$978K -$33.3K -120 -4%
HJIM
1010
Henry James International Management
New York
$977K – – –
MCM
1011
Mill Capital Management
North Carolina
$969K – – –
PPWP
1012
Premier Path Wealth Partners
New Jersey
$963K -$6.39K -23 -0.7%
SC
1013
Saturna Capital
Washington
$957K – – –
BTI
1014
Blue Trust Inc
Georgia
$949K +$97.8K +352 +13%
MSS
1015
Mitchell Sinkler & Starr
Pennsylvania
$948K +$100K +360 +13%
CI
1016
Conning Inc
Connecticut
$944K -$277K -997 -24%
1SB
1017
1ST Source Bank
Indiana
$941K +$24.7K +89 +3%
AUB
1018
Atlantic Union Bankshares
Virginia
$941K -$38.1K -137 -4%
AC
1019
Avestar Capital
New York
$931K +$14.7K +53 +2%
NIM
1020
Northeast Investment Management
Massachusetts
$930K -$203K -729 -19%
OIA
1021
Optimum Investment Advisors
Illinois
$927K -$1.95K -7 -0.2%
NWAG
1022
Net Worth Advisory Group
Utah
$927K +$182K +656 +27%
NP
1023
NorthRock Partners
Minnesota
$926K +$3.61K +13 +0.4%
IAIM
1024
International Assets Investment Management
Florida
$925K -$37K -133 -4%
NG
1025
Northstar Group
New York
$922K +$121K +435 +17%
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