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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1126
West Oak Capital
California
$395K – – –
TBA
1127
Tower Bridge Advisors
Pennsylvania
$394K – – –
ACA
1128
Atlas Capital Advisors
Wyoming
$393K -$3.06K -14 -0.8%
BWP
1129
BSW Wealth Partners
Colorado
$392K +$32.6K +149 +9%
SVWAG
1130
Sound View Wealth Advisors Group
Georgia
$391K -$4.16K -19 -1%
MSAM
1131
Moloney Securities Asset Management
Missouri
$389K -$20.3K -93 -5%
MWM
1132
Modern Wealth Management
Kansas
$388K +$375K +1,717 New
PWMAG
1133
Pinnacle Wealth Management Advisory Group
New Jersey
$387K +$6.34K +29 +2%
AIM
1134
Anchor Investment Management
South Carolina
$387K +$40.5K +185 +12%
FIM
1135
Freedom Investment Management
Connecticut
$386K +$127K +582 +52%
BP
1136
Broadleaf Partners
Ohio
$386K – – –
FDS
1137
First Dallas Securities
Texas
$385K -$749K -3,427 -67%
RW
1138
Rede Wealth
Virginia
$383K – – –
SC
1139
Sawyer & Company
Massachusetts
$382K +$73.9K +338 +25%
IIC
1140
Ironwood Investment Counsel
Arizona
$381K – – –
EWM
1141
Evermay Wealth Management
Virginia
$381K +$2.19K +10 +0.6%
LTI
1142
Laffer Tengler Investments
Tennessee
$381K -$3.1M -14,181 -89%
AC
1143
Abbrea Capital
California
$380K – – –
LIM
1144
Leavell Investment Management
Alabama
$380K – – –
PMSA
1145
Patrick M. Sweeney & Associates
Illinois
$379K +$367K +1,678 New
CWA
1146
Clearview Wealth Advisors
Oregon
$378K -$31.1K -142 -8%
TIMH
1147
Tilt Investment Management Holdings
New York
$377K +$364K +1,666 New
TFP
1148
Tilia Fiduciary Partners
North Carolina
$376K +$23.2K +106 +7%
CPIG
1149
Chicago Partners Investment Group
Illinois
$376K +$10.7K +49 +3%
MCM
1150
Manchester Capital Management
Vermont
$375K -$34.1K -156 -9%
44 45
46
47 48