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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
1151
Shore Point Advisors
New Jersey
$468K +$738 +3 +0.2%
WFI
1152
West Family Investments
California
$467K +$36.1K +147 +9%
DI
1153
DAGCO Inc
Ohio
$465K +$441K +1,795 New
PA
1154
Procyon Advisors
Connecticut
$462K -$26.8K -109 -6%
CL
1155
Choreo LLC
Illinois
$462K -$73K -297 -14%
JCIA
1156
Jackson Creek Investment Advisors
Colorado
$460K -$24.6K -100 -5%
FIM
1157
Freedom Investment Management
Connecticut
$459K +$15.7K +64 +4%
DTL
1158
Dynamic Technology Lab
Singapore
$455K +$432K +1,755 New
CPA
1159
Cardiff Park Advisors
California
$454K +$185K +754 +75%
HA
1160
Harfst & Associates
Wyoming
$454K -$11.6K -47 -3%
LAI
1161
Legal Advantage Investments
California
$453K – – –
MSAM
1162
Moloney Securities Asset Management
Missouri
$453K +$6.39K +26 +2%
OIS
1163
Okabena Investment Services
Minnesota
$453K -$10.1K -41 -2%
FFM
1164
Fullerton Fund Management
Singapore
$451K +$428K +1,739 New
ACA
1165
Atlas Capital Advisors
Wyoming
$450K – – –
WOC
1166
West Oak Capital
California
$450K – – –
PWMAG
1167
Pinnacle Wealth Management Advisory Group
New Jersey
$449K +$4.92K +20 +1%
EH
1168
Equitable Holdings
New York
$449K -$36.1K -147 -8%
EWA
1169
EverSource Wealth Advisors
Alabama
$449K -$75.2K -306 -14%
MWM
1170
Modera Wealth Management
New Jersey
$448K +$42.5K +173 +11%
AP
1171
Appleton Partners
Massachusetts
$448K -$43.8K -178 -9%
WIA
1172
Wetzel Investment Advisors
Indiana
$447K +$4.18K +17 +0.9%
MCM
1173
Manchester Capital Management
Vermont
$446K +$16K +65 +4%
BWM
1174
Baron Wealth Management
Michigan
$446K +$31.2K +127 +8%
DAS
1175
Diversify Advisory Services
Utah
$445K +$425K +1,729 New
45 46
47
48 49