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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1201
Keel Point
Alabama
– -$238K -1,527 Closed
BAS
1202
Brown Advisory Securities
Maryland
– -$239K -1,526 Closed
BHBT
1203
Burke & Herbert Bank & Trust
Virginia
– -$236K -1,518 Closed
NPT
1204
Nixon Peabody Trust
Massachusetts
– -$235K -1,510 Closed
OIA
1205
OneDigital Investment Advisors
Kansas
– -$234K -1,504 Closed
ZIC
1206
ZWJ Investment Counsel
Georgia
– -$234K -1,503 Closed
NFC
1207
Northeast Financial Consultants
Connecticut
– -$233K -1,500 Closed
SAM
1208
Steinberg Asset Management
New York
– -$233K -1,500 Closed
AUB
1209
Atlantic Union Bankshares
Virginia
– -$233K -1,496 Closed
AWM
1210
Altium Wealth Management
New York
– -$231K -1,487 Closed
LC
1211
LCNB Corp
Ohio
– -$231K -1,484 Closed
HPWM
1212
Highland Private Wealth Management
Washington
– -$230K -1,475 Closed
WIA
1213
Wealthstreet Investment Advisors
Texas
– -$230K -1,474 Closed
HFP
1214
Holistic Financial Partners
Indiana
– -$229K -1,468 Closed
TA
1215
Tiedemann Advisors
New York
– -$230K -1,467 Closed
SPC
1216
Sigma Planning Corp
Michigan
– -$228K -1,465 Closed
GIA
1217
Gladstone Institutional Advisory
Florida
– -$227K -1,461 Closed
CL
1218
Choreo LLC
Illinois
– -$227K -1,452 Closed
JWCA
1219
J.W. Cole Advisors
Florida
– -$224K -1,442 Closed
AHB
1220
Abner Herrman & Brock
New Jersey
– -$224K -1,437 Closed
FSA
1221
Franklin Street Advisors
North Carolina
– -$223K -1,432 Closed
RI
1222
Ridgewood Investments
New Jersey
– -$223K -1,430 Closed
FA
1223
FCG Advisors
New Jersey
– -$221K -1,423 Closed
SC
1224
Scotia Capital
Ontario, Canada
– -$220K -1,410 Closed
FWM
1225
Frontier Wealth Management
Missouri
– -$219K -1,408 Closed
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