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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1051
Sunflower Bank
Texas
$241K -$22.9K -122 -9%
CBN
1052
Cadence Bank NA
Texas
$240K – – –
ARG
1053
Advisory Resource Group
Oklahoma
$240K +$229K +1,219 New
PCWA
1054
Pacific Capital Wealth Advisors
California
$236K – – –
QWM
1055
Quaker Wealth Management
New Jersey
$236K +$188 +1 +0.1%
BFPW
1056
BOK Financial Private Wealth
Colorado
$236K +$230K +1,222 New
BMCM
1057
Bryn Mawr Capital Management
Pennsylvania
$235K +$1.31K +7 +0.6%
CI
1058
CX Institutional
Indiana
$234K -$376 -2 -0.2%
TFS
1059
Thoroughbred Financial Services
Tennessee
$234K +$227K +1,210 New
ACWM
1060
Adams Chetwood Wealth Management
North Carolina
$233K – – –
ST
1061
Smithfield Trust
Pennsylvania
$233K – – –
DI
1062
Diligent Investors
California
$233K +$227K +1,206 New
ACM
1063
AUA Capital Management
Pennsylvania
$232K – – –
NME
1064
Notis-McConarty Edward
$232K – – –
KTC
1065
Kistler-Tiffany Companies
Pennsylvania
$231K – – –
PCIA
1066
Prime Capital Investment Advisors
Kansas
$231K +$225K +1,197 New
KCPG
1067
Kavar Capital Partners Group
Kansas
$230K – – –
KIC
1068
Kensington Investment Counsel
California
$230K +$224K +1,190 New
EWM
1069
Endurance Wealth Management
Rhode Island
$229K -$6.39K -34 -3%
IC
1070
Intersect Capital
California
$229K +$223K +1,187 New
FFBTD
1071
First Financial Bank - Trust Division
Ohio
$228K – – –
RIA
1072
Realta Investment Advisors
Delaware
$227K -$5.26K -28 -2%
PL
1073
Parthenon LLC
Kentucky
$227K – – –
OPOWM
1074
One Plus One Wealth Management
Florida
$226K – – –
SDWMA
1075
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K – – –
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