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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1101
Avidian Wealth Enterprises
Texas
$253K -$18.5K -90 -7%
LA
1102
Legacy Advisors
Pennsylvania
$252K -$33K -160 -11%
DCM
1103
DGS Capital Management
New Jersey
$252K – – –
IC
1104
Intersect Capital
California
$251K -$60.4K -293 -19%
CBN
1105
Cadence Bank NA
Texas
$251K – – –
PPG
1106
Peak Planning Group
Colorado
$250K +$262K +1,273 New
AUB
1107
Atlantic Union Bankshares
Virginia
$250K -$13.2K -64 -5%
GPA
1108
Guerra Pan Advisors
New Jersey
$250K – – –
NSB
1109
Norway Savings Bank
Maine
$250K – – –
CIP
1110
Convergence Investment Partners
Florida
$248K -$2.47K -12 -0.9%
AAP
1111
Arax Advisory Partners
Colorado
$246K -$2.88K -14 -1%
HCP
1112
Holt Capital Partners
Texas
$246K – – –
HHGA
1113
Halbert Hargrove Global Advisors
California
$245K -$3.71K -18 -1%
JFGIW
1114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$245K +$6.18K +30 +2%
CCM
1115
Compton Capital Management
Rhode Island
$244K -$472K -2,290 -65%
TAM
1116
Trillium Asset Management
Massachusetts
$243K -$124K -601 -33%
HI
1117
Harrington Investments
California
$242K -$30.9K -150 -11%
BAAM
1118
Baker Avenue Asset Management
California
$242K +$254K +1,233 New
OCM
1119
One Capital Management
California
$241K +$253K +1,228 New
QWM
1120
Quaker Wealth Management
New Jersey
$240K +$206 +1 +0.1%
BFA
1121
Bragg Financial Advisors
North Carolina
$239K -$6.18K -30 -2%
RCA
1122
Resonant Capital Advisors
Wisconsin
$239K -$2.06K -10 -0.8%
FFBTD
1123
First Financial Bank - Trust Division
Ohio
$238K – – –
RIA
1124
Realta Investment Advisors
Delaware
$237K +$6.18K +30 +3%
MWM
1125
Modera Wealth Management
New Jersey
$236K -$65.7K -319 -21%
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