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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
1101
Astoria Portfolio Advisors
New York
$781K +$23.6K +82 +3%
HL
1102
HeadInvest LLC
Maine
$780K -$58.4K -203 -7%
PP
1103
PDS Planning
Ohio
$780K +$37.1K +129 +5%
MFIM
1104
Mesirow Financial Investment Management
Illinois
$777K +$12.9K +45 +2%
WG
1105
Welch Group
Alabama
$774K +$7.48K +26 +1%
CAG
1106
Crestwood Advisors Group
Massachusetts
$770K +$75.4K +262 +11%
FAFN
1107
First Affirmative Financial Network
Colorado
$769K -$17K -59 -2%
WWM
1108
Waterway Wealth Management
Texas
$769K +$519K +1,805 +212%
CSI
1109
Cross Staff Investments
New York
$767K – – –
FWA
1110
FSM Wealth Advisors
Ohio
$763K +$29.9K +104 +4%
AP
1111
Appleton Partners
Massachusetts
$763K -$7.19K -25 -0.9%
CSB
1112
City State Bank
Iowa
$762K – – –
SCP
1113
Stamos Capital Partners
California
$762K +$184K +640 +32%
IQI
1114
Integrated Quantitative Investments
Washington
$759K +$754K +2,621 New
LCWP
1115
Legacy Capital Wealth Partners
Arkansas
$756K -$16.4K -57 -2%
NED
1116
Nancy E. Dempze
$753K -$86.3K -300 -10%
EHC
1117
Everett Harris & Co
California
$747K – – –
BAM
1118
Boyar Asset Management
New York
$746K +$3.45K +12 +0.5%
VBCG
1119
Valley Brook Capital Group
Pennsylvania
$746K -$7.19K -25 -1%
WWM
1120
Western Wealth Management
Colorado
$746K +$86K +299 +13%
PCA
1121
Peddock Capital Advisors
Massachusetts
$745K – – –
BBA
1122
Baader Bank Aktiengesellschaft
Germany
$742K -$102K -356 -12%
ESB
1123
Essex Savings Bank
Connecticut
$735K +$89.5K +311 +14%
GSB
1124
Greenfield Savings Bank
Massachusetts
$735K +$23.6K +82 +3%
EPIME
1125
Evelyn Partners Investment Management (Europe)
$731K – – –
43 44
45
46 47