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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1126
Personal Capital Advisors
California
$285K -$46.2K -222 -15%
BG
1127
Bollard Group
Massachusetts
$285K – – –
DCM
1128
DGS Capital Management
New Jersey
$283K – – –
AIM
1129
Anchor Investment Management
South Carolina
$282K +$6.66K +32 +3%
DS
1130
DRW Securities
Illinois
$282K +$266K +1,277 New
RPWA
1131
Regent Peak Wealth Advisors
Georgia
$281K +$264K +1,270 New
AUB
1132
Atlantic Union Bankshares
Virginia
$281K – – –
PP
1133
PDS Planning
Ohio
$281K +$3.12K +15 +1%
NSB
1134
Norway Savings Bank
Maine
$280K – – –
BEI
1135
Benjamin Edwards Inc
Missouri
$279K +$13.7K +66 +6%
OFS
1136
OneAscent Financial Services
Alabama
$278K -$132K -634 -34%
HCP
1137
Holt Capital Partners
Texas
$276K – – –
RG
1138
Renaissance Group
Kentucky
$276K -$42.9K -206 -14%
MCC
1139
Money Concepts Capital
Florida
$276K +$240K +1,152 +1,188%
PAM
1140
Premier Asset Management
Illinois
$274K -$41K -197 -14%
KP
1141
Keel Point
Alabama
$274K +$258K +1,240 New
RIA
1142
Realta Investment Advisors
Delaware
$272K +$4.58K +22 +2%
HHGA
1143
Halbert Hargrove Global Advisors
California
$272K -$2.08K -10 -0.8%
NAG
1144
Northstar Advisory Group
New Jersey
$272K -$624 -3 -0.2%
TWA
1145
Tandem Wealth Advisors
Arizona
$271K +$256K +1,229 New
FFBTD
1146
First Financial Bank - Trust Division
Ohio
$271K +$4.37K +21 +2%
PEA
1147
Park Edge Advisors
Ohio
$270K +$255K +1,224 New
QWM
1148
Quaker Wealth Management
New Jersey
$270K +$208 +1 +0.1%
MMM
1149
Mendel Money Management
Illinois
$270K -$3.54K -17 -1%
LPT
1150
Legacy Private Trust
Wisconsin
$270K – – –
44 45
46
47 48