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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1001
Connecticut Wealth Management
Connecticut
$1.04M -$2.88K -10 -0.3%
KCM
1002
KRS Capital Management
Michigan
$1.04M -$3.45K -12 -0.3%
SCA
1003
Sippican Capital Advisors
Massachusetts
$1.03M – – –
CAM
1004
Columbia Asset Management
Michigan
$1.03M +$13.8K +48 +1%
WFI
1005
West Family Investments
California
$1.03M +$147K +512 +17%
CTC
1006
Central Trust Company
Missouri
$1.02M -$288 -1 -0%
HCA
1007
Harbour Capital Advisors
Virginia
$1.02M -$8.92K -31 -0.8%
MSAM
1008
Moloney Securities Asset Management
Missouri
$1.02M +$239K +832 +31%
VAG
1009
VisionPoint Advisory Group
Texas
$1.02M +$52.7K +183 +5%
CCG
1010
Ceeto Capital Group
Florida
$1.02M -$201K -700 -17%
GWA
1011
Gratus Wealth Advisors
Virginia
$1.01M +$28.5K +99 +3%
PWP
1012
Principle Wealth Partners
Connecticut
$1.01M -$288 -1 -0%
LFG
1013
Larson Financial Group
Missouri
$1.01M +$679K +2,358 +210%
FHA
1014
Flagship Harbor Advisors
Massachusetts
$1M -$13.2K -46 -1%
SB
1015
Simmons Bank
Arkansas
$1M -$34.2K -119 -3%
IWA
1016
Icon Wealth Advisors
Texas
$997K +$11.8K +41 +1%
FCP
1017
Fidelis Capital Partners
Florida
$995K +$47.5K +165 +5%
CPIG
1018
Chicago Partners Investment Group
Illinois
$994K +$384K +1,335 +57%
SA
1019
SRN Advisors
Pennsylvania
$994K +$21.3K +74 +2%
PPWP
1020
Premier Path Wealth Partners
New Jersey
$989K +$65.3K +227 +7%
MWA
1021
Meridian Wealth Advisors
Texas
$987K -$83.7K -291 -8%
ATIA
1022
American Trust Investment Advisors
New Hampshire
$981K – – –
HDA
1023
Harold Davidson & Associates
California
$980K -$423K -1,469 -30%
CLA
1024
Carnegie Lake Advisors
New Jersey
$978K -$14.4K -50 -1%
EW
1025
Evoke Wealth
California
$977K +$348K +1,211 +56%
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