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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1026
Turtle Creek Wealth Advisors
Texas
$1.26M +$113K +347 +10%
CFP
1027
Catalyst Financial Partners
Massachusetts
$1.25M +$241K +739 +25%
ADL
1028
Asset Dedication LLC
California
$1.25M -$61K -187 -5%
VFA
1029
Valeo Financial Advisors
Indiana
$1.24M +$181K +555 +18%
MMPW
1030
Mitchell McLeod Pugh & Williams
Alabama
$1.24M +$326 +1 +0%
CVA
1031
Central Valley Advisors
California
$1.24M -$166K -510 -12%
SI
1032
Saxon Interests
Texas
$1.24M -$65.6K -201 -5%
CFM
1033
Catalyst Funds Management
Australia
$1.24M +$640K +1,963 +117%
ST
1034
Spinnaker Trust
Maine
$1.24M +$7.83K +24 +0.7%
CTC
1035
Central Trust Company
Missouri
$1.24M -$7.5K -23 -0.6%
AIC
1036
Archer Investment Corporation
Indiana
$1.24M +$1.14M +3,500 +2,756%
PMAM
1037
Picton Mahoney Asset Management
Ontario, Canada
$1.24M -$404K -1,238 -25%
PWP
1038
Principle Wealth Partners
Connecticut
$1.23M +$37.5K +115 +3%
IAIM
1039
International Assets Investment Management
Florida
$1.21M +$60.3K +185 +6%
RA
1040
RiverPark Advisors
New York
$1.2M +$277K +849 +32%
KCM
1041
KRS Capital Management
Michigan
$1.2M -$1.3K -4 -0.1%
TS
1042
Triglav Skladi
Slovenia
$1.19M – – –
JTWM
1043
Jackson Thornton Wealth Management
Alabama
$1.19M +$82.2K +252 +8%
MWM
1044
Mattern Wealth Management
Kansas
$1.19M – – –
SL
1045
Sentry LLC
Tennessee
$1.18M – – –
EB
1046
Emprise Bank
Kansas
$1.18M -$10.4K -32 -0.9%
SCA
1047
Sippican Capital Advisors
Massachusetts
$1.18M – – –
SFC
1048
SYM Financial Corp
Indiana
$1.17M +$10.4K +32 +0.9%
SW
1049
SVB Wealth
Massachusetts
$1.17M -$8.48K -26 -0.8%
ALA
1050
Atlas Legacy Advisors
California
$1.16M +$168K +514 +17%
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