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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1101
City State Bank
Iowa
$742K – – –
TCOT
1102
Trust Company of Toledo
Ohio
$741K +$80.6K +293 +13%
CAMG
1103
CWA Asset Management Group
Florida
$737K -$93.8K -341 -12%
NED
1104
Nancy E. Dempze
$734K – – –
KFS
1105
Kurt F. Somerville
$734K +$55K +200 +8%
EPIME
1106
Evelyn Partners Investment Management (Europe)
$732K +$19K +69 +3%
EHC
1107
Everett Harris & Co
California
$728K – – –
VWM
1108
Venturi Wealth Management
Texas
$727K +$54.2K +197 +8%
HL
1109
HeadInvest LLC
Maine
$727K -$31.9K -116 -4%
GSEP
1110
Golden State Equity Partners
California
$727K -$313K -1,138 -31%
TC
1111
TownSquare Capital
Utah
$727K -$378K -1,373 -35%
FAFN
1112
First Affirmative Financial Network
Colorado
$727K -$22K -80 -3%
AIA
1113
AssuredPartners Investment Advisors
Florida
$725K +$255K +925 +56%
DWM
1114
Dynasty Wealth Management
Florida
$720K -$114K -413 -14%
IWA
1115
Icon Wealth Advisors
Texas
$716K -$249K -903 -26%
CFP
1116
Catalyst Financial Partners
Massachusetts
$713K +$26.4K +96 +4%
LIM
1117
Leavell Investment Management
Alabama
$712K +$15.1K +55 +2%
ATPW
1118
Ashton Thomas Private Wealth
Arizona
$711K +$167K +606 +32%
GSB
1119
Greenfield Savings Bank
Massachusetts
$709K -$6.61K -24 -0.9%
MBT
1120
Montecito Bank & Trust
California
$708K +$691K +2,509 New
EFG
1121
Everhart Financial Group
Ohio
$707K +$98.3K +357 +17%
LCWP
1122
Legacy Capital Wealth Partners
Arkansas
$707K -$28.6K -104 -4%
KIA
1123
Knollwood Investment Advisory
Maryland
$706K – – –
MMG
1124
Monetary Management Group
Missouri
$704K – – –
NIM
1125
Northeast Investment Management
Massachusetts
$703K -$131K -477 -16%
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