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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1051
West Oak Capital
California
$347K – – –
MSAM
1052
Moloney Securities Asset Management
Missouri
$347K +$130K +620 +53%
PFWA
1053
Paces Ferry Wealth Advisors
Georgia
$344K +$28.4K +135 +8%
SPWG
1054
Sage Private Wealth Group
Illinois
$344K +$34.5K +164 +10%
CT
1055
Colonial Trust
South Carolina
$343K +$236K +1,122 +174%
ACA
1056
Aptus Capital Advisors
Alabama
$342K -$3.82M -18,164 -91%
CC
1057
Courier Capital
New York
$341K – – –
CPIG
1058
Chicago Partners Investment Group
Illinois
$341K +$74.8K +356 +27%
ACA
1059
Atlas Capital Advisors
Wyoming
$340K – – –
TNBTD
1060
Trustmark National Bank Trust Department
Mississippi
$340K -$650K -3,095 -64%
SCA
1061
Sandy Cove Advisors
Massachusetts
$340K – – –
SC
1062
SRB Corp
Massachusetts
$339K -$98.8K -470 -21%
ECG
1063
Edge Capital Group
Georgia
$338K +$72.1K +343 +25%
EF
1064
Empowered Funds
Pennsylvania
$337K +$365K +1,736 New
GCP
1065
GSA Capital Partners
United Kingdom
$337K +$365K +1,735 New
RWP
1066
RWA Wealth Partners
Massachusetts
$335K +$146K +693 +67%
TBA
1067
Tower Bridge Advisors
Pennsylvania
$335K – – –
CMBA
1068
C.M. Bidwell & Associates
Hawaii
$335K -$13.7K -65 -4%
WAP
1069
Wealthcare Advisory Partners
Pennsylvania
$334K +$6.3K +30 +2%
LA
1070
Legacy Advisors
Pennsylvania
$333K +$25.4K +121 +8%
GCMG
1071
Gyroscope Capital Management Group
Florida
$330K +$357K +1,700 New
LFG
1072
Larson Financial Group
Missouri
$330K -$1.26K -6 -0.4%
ABC
1073
Associated Banc-Corp
Wisconsin
$330K – – –
SWA
1074
SFMG Wealth Advisors
Texas
$330K +$16.8K +80 +5%
IIC
1075
Ironwood Investment Counsel
Arizona
$329K +$1.89K +9 +0.5%
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