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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1051
Achmea Investment Management
Netherlands
$380K -$268K -1,325 -42%
SCM
1052
Stonebridge Capital Management
California
$380K – – –
MSAM
1053
Moloney Securities Asset Management
Missouri
$378K -$1.42K -7 -0.4%
MCM
1054
Manchester Capital Management
Vermont
$378K +$12.3K +61 +3%
CWM
1055
Congress Wealth Management
Massachusetts
$378K +$31.5K +156 +9%
CWA
1056
Clearview Wealth Advisors
Oregon
$377K +$1.62K +8 +0.4%
GLA
1057
Good Life Advisors
Pennsylvania
$377K +$366K +1,812 New
SPWG
1058
Sage Private Wealth Group
Illinois
$376K +$6.07K +30 +2%
TSS
1059
Two Sigma Securities
New York
$375K -$593K -2,933 -62%
LAI
1060
Legal Advantage Investments
California
$375K – – –
SPA
1061
Shore Point Advisors
New Jersey
$374K +$809 +4 +0.2%
GA
1062
Geller Advisors
New York
$373K +$2.43K +12 +0.7%
WA
1063
Wambolt & Associates
Colorado
$372K -$11.3K -56 -3%
FNB
1064
Farmers National Bank
Kentucky
$372K – – –
BEI
1065
Benjamin Edwards Inc
Missouri
$372K +$13.5K +67 +4%
APWM
1066
Argonautica Private Wealth Management
Massachusetts
$371K +$3.44K +17 +1%
EI
1067
Ellevest Inc
New York
$369K -$24.9K -123 -6%
BCM
1068
BluePath Capital Management
Georgia
$368K +$357K +1,766 New
ACA
1069
Atlas Capital Advisors
Wyoming
$365K – – –
SVWAG
1070
Sound View Wealth Advisors Group
Georgia
$364K +$34.8K +172 +11%
TBA
1071
Tower Bridge Advisors
Pennsylvania
$363K +$3.44K +17 +1%
FCP
1072
Fidelis Capital Partners
Florida
$363K +$5.46K +27 +2%
WOC
1073
West Oak Capital
California
$361K -$10.1K -50 -3%
EWM
1074
Empirical Wealth Management
Washington
$356K +$20.8K +103 +6%
MA
1075
Mutual Advisors
Nebraska
$356K +$2.43K +12 +0.7%
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