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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1051
Gateway Investment Advisers
Ohio
$501K -$29.5K -135 -6%
BCM
1052
BluePath Capital Management
Georgia
$500K +$98.8K +452 +26%
BIG
1053
Brooklyn Investment Group
New York
$493K +$477K +2,182 New
FCBT
1054
First Citizens Bank & Trust
North Carolina
$492K +$36.5K +167 +8%
IBOK
1055
Independence Bank of Kentucky
Kentucky
$488K -$110K -505 -19%
FF
1056
Farrell Financial
New York
$486K +$501K +2,290 New
IAIM
1057
International Assets Investment Management
Florida
$485K -$73K -334 -13%
AAP
1058
Arax Advisory Partners
Colorado
$484K +$127K +579 +37%
SIM
1059
Sentry Investment Management
Wisconsin
$484K -$50.3K -230 -10%
TCOT
1060
Trust Company of Toledo
Ohio
$483K -$63.9K -292 -12%
P
1061
Pitcairn
Pennsylvania
$483K -$9.19K -42 -2%
MMHP
1062
Murphy Middleton Hinkle & Parker
Georgia
$482K – – –
VT
1063
Vise Technologies
New York
$482K +$1.53K +7 +0.3%
CTC
1064
Cetera Trust Company
Minnesota
$481K +$466K +2,130 New
FRM
1065
Foundation Resource Management
Arkansas
$481K -$5.47K -25 -1%
WWM
1066
Western Wealth Management
Colorado
$481K +$3.94K +18 +0.9%
EWA
1067
EverSource Wealth Advisors
Alabama
$477K -$72.6K -332 -14%
BBI
1068
Baxter Bros Inc
Connecticut
$477K -$2.41K -11 -0.5%
LW
1069
Linscomb Wealth
Texas
$476K +$17.7K +81 +4%
PL
1070
Plancorp LLC
Missouri
$475K +$47K +215 +11%
ESB
1071
Essex Savings Bank
Connecticut
$473K +$86.2K +394 +23%
DA
1072
Duality Advisers
Florida
$473K +$457K +2,092 New
CAMV
1073
Concord Asset Management (Virginia)
Virginia
$472K +$457K +2,090 New
SGK
1074
Steigerwald Gordon & Koch
Virginia
$472K +$128K +587 +39%
CL
1075
Choreo LLC
Illinois
$471K +$103K +469 +29%
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