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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1201
RFG Advisory
Alabama
$241K -$39.6K -196 -14%
CCG
1202
Cypress Capital Group
Florida
$241K -$5.26K -26 -2%
HSA
1203
HBK Sorce Advisory
Pennsylvania
$240K -$3.84K -19 -2%
FDCC
1204
Foster Dykema Cabot & Co
Massachusetts
$238K – – –
NP
1205
NorthRock Partners
Minnesota
$238K +$2.22K +11 +1%
1IA
1206
1834 Investment Advisors
Wisconsin
$238K -$180K -889 -44%
CB
1207
Cadence Bank
Mississippi
$236K -$8.09K -40 -3%
EDRH
1208
Edmond de Rothschild Holding
Switzerland
$235K -$11.1K -55 -5%
APG
1209
Abacus Planning Group
South Carolina
$235K -$5.26K -26 -2%
VLC
1210
Van Leeuwen & Company
New Jersey
$235K +$228K +1,130 New
CG
1211
Clarus Group
Texas
$235K -$9.3K -46 -4%
FIM
1212
Freedom Investment Management
Connecticut
$234K -$336K -1,663 -60%
EA
1213
Echo45 Advisors
California
$234K -$13.3K -66 -6%
SFG
1214
StrategIQ Financial Group
Indiana
$233K +$6.47K +32 +3%
GBT
1215
Grove Bank & Trust
Florida
$233K +$41.4K +205 +22%
GP
1216
Girard Partners
Pennsylvania
$231K +$224K +1,110 New
ECM
1217
Elgethun Capital Management
South Dakota
$231K – – –
FWP
1218
Firethorn Wealth Partners
Georgia
$230K +$224K +1,107 New
KP
1219
Keel Point
Alabama
$230K -$36.8K -182 -14%
FMTCOCP
1220
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K +$12.9K +64 +6%
AA
1221
Alta Advisers
United Kingdom
$229K – – –
NJBEST
1222
New Jersey Better Educational Savings Trust
New Jersey
$229K – – –
GCMG
1223
Gyroscope Capital Management Group
Florida
$229K +$222K +1,100 New
SWK
1224
Stephen W. Kidder
$228K – – –
AC
1225
Avestar Capital
New York
$228K +$220K +1,090 New
47 48
49
50 51