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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1126
Harbour Investments
Wisconsin
$174K -$110K -584 -39%
BEI
1127
Benjamin Edwards Inc
Missouri
$172K +$97.7K +520 +141%
CA
1128
CoreCap Advisors
Michigan
$162K +$158K +840 New
BAM
1129
Belpointe Asset Management
Nevada
$160K +$8.64K +46 +6%
ADL
1130
Asset Dedication LLC
California
$158K +$42.5K +226 +38%
EIM
1131
Essex Investment Management
Massachusetts
$153K – – –
TFP
1132
Tilia Fiduciary Partners
North Carolina
$150K +$146K +778 New
EBA
1133
Eagle Bay Advisors
New York
$149K -$124K -662 -46%
LCM
1134
Logan Capital Management
Pennsylvania
$149K -$751 -4 -0.5%
SSB
1135
Sandy Spring Bank
Maryland
$144K – – –
JFA
1136
JNBA Financial Advisors
Minnesota
$142K +$19.3K +103 +16%
APP
1137
Alpha Paradigm Partners
Illinois
$141K -$504K -2,684 -79%
RE
1138
RBC Europe
United Kingdom
$141K -$421K -2,240 -75%
CFO
1139
CVA Family Office
Colorado
$137K +$11.5K +61 +9%
CHA
1140
Carmichael Hill & Associates
Maryland
$134K – – –
DHGWA
1141
Dixon Hughes Goodman Wealth Advisors
North Carolina
$134K +$130K +694 New
SFO
1142
Standard Family Office
South Dakota
$131K +$128K +680 New
CBT
1143
CoreFirst Bank & Trust
Kansas
$130K – – –
PCG
1144
Private Capital Group
Connecticut
$130K +$1.5K +8 +1%
SFG
1145
Steward Financial Group
Texas
$127K +$124K +662 New
CAM
1146
CenterStar Asset Management
Illinois
$125K – – –
GWSG
1147
GPS Wealth Strategies Group
Colorado
$124K +$3.94K +21 +3%
AIM
1148
Anchor Investment Management
South Carolina
$123K +$16.9K +90 +16%
PB
1149
Pinnacle Bancorp
Nebraska
$122K – – –
BFC
1150
Bedel Financial Consulting
Indiana
$121K +$1.5K +8 +1%
44 45
46
47 48