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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1076
Freestone Capital Holdings
Washington
$224K +$217K +1,157 New
BFS
1077
Bickling Financial Services
Massachusetts
$224K +$218K +1,159 New
ECG
1078
Edge Capital Group
Georgia
$223K -$939 -5 -0.4%
RMCM
1079
Reynders McVeigh Capital Management
Massachusetts
$223K +$217K +1,154 New
SA
1080
Syntax Advisors
New York
$223K +$217K +1,155 New
VCG
1081
Vantage Consulting Group
Virginia
$223K +$217K +1,155 New
AUB
1082
Atlantic Union Bankshares
Virginia
$221K +$214K +1,141 New
FDCC
1083
Foster Dykema Cabot & Co
Massachusetts
$221K +$214K +1,141 New
OQS
1084
Occudo Quantitative Strategies
Florida
$221K +$215K +1,143 New
TC
1085
Titleist Capital
Texas
$221K +$215K +1,144 New
HSA
1086
HBK Sorce Advisory
Pennsylvania
$221K +$215K +1,145 New
VHAM
1087
Van Hulzen Asset Management
California
$220K +$214K +1,140 New
CT
1088
Caldwell Trust
Florida
$219K +$4.13K +22 +2%
HHGA
1089
Halbert Hargrove Global Advisors
California
$218K -$15.8K -84 -7%
HDIM
1090
Hanson & Doremus Investment Management
Vermont
$216K +$28.2K +150 +16%
ZB
1091
Zions Bancorporation
Utah
$215K +$5.07K +27 +2%
AWE
1092
Avidian Wealth Enterprises
Texas
$215K +$209K +1,115 New
MGIM
1093
M&G Investment Management
United Kingdom
$214K -$46.8K -249 -18%
CAG
1094
Crestwood Advisors Group
Massachusetts
$214K +$208K +1,106 New
LCM
1095
Laurion Capital Management
New York
$214K +$208K +1,106 New
NJBEST
1096
New Jersey Better Educational Savings Trust
New Jersey
$213K +$207K +1,100 New
MAM
1097
McLean Asset Management
Virginia
$212K +$201K +1,072 New
BJL
1098
Brighton Jones LLC
Washington
$210K +$204K +1,084 New
GWANC
1099
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K +$204K +1,085 New
GL
1100
Graypoint LLC
New York
$210K +$204K +1,088 New
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