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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HBCM
1176
Heron Bay Capital Management
Michigan
$349K – – –
PA
1177
PFG Advisors
Arizona
$349K +$338K +1,544 New
SAM
1178
Sompo Asset Management
Japan
$348K -$74.4K -340 -18%
BAWM
1179
Bennett Associates Wealth Management
Pennsylvania
$348K +$337K +1,540 New
SWA
1180
SFMG Wealth Advisors
Texas
$346K +$9.84K +45 +3%
PK
1181
Pflug Koory
Nebraska
$346K +$23.2K +106 +7%
ILI
1182
Invesco LLC (Illinois)
Illinois
$344K +$37.8K +173 +13%
SA
1183
Sicart Associates
New York
$343K – – –
SAM
1184
Steinberg Asset Management
New York
$340K – – –
VC
1185
Vicus Capital
Pennsylvania
$340K -$211K -966 -39%
NFA
1186
Northern Financial Advisors
Michigan
$336K -$2.19K -10 -0.7%
PAM
1187
Palisade Asset Management
Minnesota
$331K +$101K +463 +46%
PJWM
1188
Philip James Wealth Mangement
Georgia
$331K +$320K +1,463 New
MLL
1189
Moody Lynn & Lieberson
Massachusetts
$330K – – –
EVM
1190
Evelyn V. Moreno
$328K – – –
WCM
1191
Weik Capital Management
Pennsylvania
$327K – – –
PCIG
1192
Partners Capital Investment Group
Massachusetts
$325K -$18.8K -86 -6%
AWA
1193
Arkadios Wealth Advisors
Georgia
$325K -$33.9K -155 -10%
TFA
1194
Toth Financial Advisory
Virginia
$324K +$295K +1,350 +1,607%
TA
1195
Tectonic Advisors
Texas
$323K +$1.31K +6 +0.4%
AS
1196
Aware Super
Australia
$322K +$226K +1,032 New
LA
1197
Legacy Advisors
Pennsylvania
$322K -$52K -238 -14%
EFG
1198
Everhart Financial Group
Ohio
$321K +$28.2K +129 +10%
PPG
1199
Peak Planning Group
Colorado
$320K +$875 +4 +0.3%
AG
1200
Ascent Group
Virginia
$318K -$3.28K -15 -1%
46 47
48
49 50