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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1126
Sicart Associates
New York
$316K – – –
KAS
1127
KPP Advisory Services
Kentucky
$315K +$305K +1,511 New
SAM
1128
Steinberg Asset Management
New York
$314K – – –
SGK
1129
Steigerwald Gordon & Koch
Virginia
$312K +$303K +1,500 New
NFA
1130
Northern Financial Advisors
Michigan
$311K +$65.7K +325 +28%
CPIG
1131
Chicago Partners Investment Group
Illinois
$311K -$6.87K -34 -2%
SWA
1132
SFMG Wealth Advisors
Texas
$310K +$7.88K +39 +3%
WE
1133
Wealth Effects
Massachusetts
$305K +$7.68K +38 +3%
MLL
1134
Moody Lynn & Lieberson
Massachusetts
$304K – – –
MWM
1135
Modera Wealth Management
New Jersey
$303K +$18.6K +92 +7%
EVM
1136
Evelyn V. Moreno
$302K +$293K +1,450 New
CCA
1137
Childress Capital Advisors
Texas
$302K +$293K +1,449 New
WCM
1138
Weik Capital Management
Pennsylvania
$301K – – –
EGM
1139
Engineers Gate Manager
New York
$297K -$4.5M -22,274 -94%
AR
1140
Advisory Research
Illinois
$297K -$202 -1 -0.1%
PK
1141
Pflug Koory
Nebraska
$296K +$4.65K +23 +2%
MIC
1142
Means Investment Company
Maine
$296K +$404 +2 +0.1%
TA
1143
Tectonic Advisors
Texas
$296K +$1.21K +6 +0.4%
PWP
1144
Phillips Wealth Planners
Mississippi
$295K +$202 +1 +0.1%
MFA
1145
Mayflower Financial Advisors
Massachusetts
$294K +$11.5K +57 +4%
WPW
1146
Warther Private Wealth
Ohio
$294K +$285K +1,412 New
PPG
1147
Peak Planning Group
Colorado
$294K -$36.6K -181 -11%
AP
1148
Americana Partners
Texas
$292K +$284K +1,403 New
JFGIW
1149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$289K – – –
SLWA
1150
San Luis Wealth Advisors
California
$287K -$125K -619 -31%
44 45
46
47 48