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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1151
Sandy Cove Advisors
Massachusetts
$636K +$10.3K +37 +2%
BIC
1152
Beach Investment Counsel
Pennsylvania
$636K – – –
BJL
1153
Brighton Jones LLC
Washington
$631K +$40.3K +145 +7%
HCM
1154
Hodges Capital Management
Texas
$630K +$144K +518 +33%
IFG
1155
Independent Financial Group
California
$630K -$10K -36 -2%
EGA
1156
E&G Advisors
Texas
$628K – – –
YP
1157
YANKCOM Partnership
South Dakota
$627K -$5.28K -19 -0.9%
BWM
1158
Baron Wealth Management
Michigan
$624K +$51.1K +184 +10%
HIA
1159
Harbor Investment Advisory
Maryland
$622K -$178K -641 -24%
BI
1160
Bolthouse Investments
California
$619K – – –
SFS
1161
Strategic Financial Services
New York
$619K – – –
MA
1162
Mutual Advisors
Nebraska
$617K +$38.6K +139 +7%
VFIC
1163
Valley Forge Investment Consultants
Pennsylvania
$614K – – –
FNBT
1164
FineMark National Bank & Trust
Florida
$614K -$16.7K -60 -3%
FRM
1165
Foundation Resource Management
Arkansas
$612K -$28.9K -104 -5%
LSWP
1166
Liberty Square Wealth Partners
Pennsylvania
$610K – – –
CTC
1167
Cetera Trust Company
Minnesota
$607K – – –
GWP
1168
Gen-Wealth Partners
Michigan
$603K -$16.9K -61 -3%
SCP
1169
Stamos Capital Partners
California
$601K +$47K +169 +9%
GIA
1170
Gladstone Institutional Advisory
Florida
$600K -$3.03M -10,892 -85%
RIL
1171
Rothschild Investment LLC
Illinois
$595K +$9.45K +34 +2%
EFG
1172
Everhart Financial Group
Ohio
$595K +$54.5K +196 +11%
AG
1173
AlTi Global
New York
$593K -$1.39K -5 -0.3%
PI
1174
PFG Investments
New York
$593K -$97K -349 -15%
IBOK
1175
Independence Bank of Kentucky
Kentucky
$592K -$54.5K -196 -9%
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