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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1201
Cypress Capital Group
Florida
$226K – – –
DCM
1202
Donaldson Capital Management
Indiana
$226K +$244K +1,162 New
NL
1203
NWAM LLC
Washington
$225K -$12.2K -58 -5%
RPWA
1204
Regent Peak Wealth Advisors
Georgia
$225K -$23.3K -111 -9%
ZIM
1205
Zacks Investment Management
Illinois
$225K +$32.8K +156 +16%
RPGK
1206
Retirement Planning Group (Kansas)
Kansas
$223K +$242K +1,150 New
3IP
1207
3Chopt Investment Partners
Virginia
$222K +$47.1K +224 +24%
FDCC
1208
Foster Dykema Cabot & Co
Massachusetts
$222K – – –
RMCM
1209
Reynders McVeigh Capital Management
Massachusetts
$222K +$20.4K +97 +9%
ECM
1210
Elgethun Capital Management
South Dakota
$220K – – –
SCM
1211
Stevens Capital Management
Pennsylvania
$220K +$238K +1,131 New
PA
1212
Procyon Advisors
Connecticut
$220K +$11.3K +54 +5%
QC
1213
Quent Capital
New York
$218K +$30.3K +144 +15%
OWM
1214
OneAscent Wealth Management
Alabama
$218K -$36.8K -175 -14%
GIA
1215
GHP Investment Advisors
Colorado
$216K -$19.3K -92 -8%
CIP
1216
Convergence Investment Partners
Florida
$216K -$142K -677 -38%
NFA
1217
Northern Financial Advisors
Michigan
$215K -$5.04K -24 -2%
BP
1218
Broadleaf Partners
Ohio
$215K – – –
HIC
1219
Hartline Investment Corp
Illinois
$214K -$2.21M -10,519 -91%
AA
1220
Alta Advisers
United Kingdom
$214K – – –
LCM
1221
Leisure Capital Management
California
$214K – – –
NJBEST
1222
New Jersey Better Educational Savings Trust
New Jersey
$214K – – –
BOSSRA
1223
B.O.S.S. Retirement Advisors
Utah
$213K +$231K +1,099 New
CG
1224
Clarus Group
Texas
$212K – – –
MLA
1225
My Legacy Advisors
Oregon
$212K +$15.8K +75 +7%
47 48
49
50 51