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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1051
Mill Capital Management
North Carolina
$1M – – –
OWA
1052
One Wealth Advisors
California
$1M +$939K +3,210 New
SFC
1053
SYM Financial Corp
Indiana
$998K +$293K +1,003 +46%
SIA
1054
SkyView Investment Advisors
New Jersey
$997K -$29.5K -101 -3%
SLG
1055
Stanley-Laman Group
Pennsylvania
$995K +$932K +3,187 New
MWA
1056
Meridian Wealth Advisors
Texas
$993K -$28.9K -99 -3%
MSS
1057
Mitchell Sinkler & Starr
Pennsylvania
$992K -$1.46K -5 -0.2%
HCM
1058
Howard Capital Management
Georgia
$992K +$34.5K +118 +4%
SC
1059
Saturna Capital
Washington
$989K – – –
SMA
1060
Sage Mountain Advisors
Georgia
$989K +$97.7K +334 +12%
TP
1061
TritonPoint Partners
Maryland
$987K +$922K +3,153 New
VWM
1062
Venturi Wealth Management
Texas
$984K +$169K +577 +22%
JSL
1063
JT Stratford LLC
Georgia
$982K -$297K -1,015 -24%
FBT
1064
First Bank & Trust
South Dakota
$982K -$496K -1,695 -35%
WJWM
1065
Williams Jones Wealth Management
New York
$975K -$12.9K -44 -1%
CCA
1066
Checchi Capital Advisers
California
$975K -$85.1K -291 -9%
CCP
1067
Cushing Capital Partners
Wisconsin
$975K -$44.7K -153 -5%
SB
1068
Simmons Bank
Arkansas
$961K -$2.63K -9 -0.3%
NI
1069
Natural Investments
California
$961K -$292 -1 -0%
ICP
1070
Interchange Capital Partners
Pennsylvania
$961K +$369K +1,263 +70%
OCM
1071
One Capital Management
California
$959K -$4.09K -14 -0.5%
TCWA
1072
Turtle Creek Wealth Advisors
Texas
$959K +$173K +590 +24%
QFW
1073
QTR Family Wealth
Florida
$958K +$387K +1,322 +82%
NAMP
1074
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$949K -$14.6K -50 -2%
BSA
1075
Bull Street Advisors
Georgia
$944K – – –
41 42
43
44 45