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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%
AFPL
1204
Advus Financial Partners, LLC
Florida
$239K +$17.4K +86 +8%
FDCC
1205
Foster Dykema Cabot & Co
Massachusetts
$238K – – –
NP
1206
NorthRock Partners
Minnesota
$238K +$2.22K +11 +1%
1IA
1207
1834 Investment Advisors
Wisconsin
$238K -$180K -889 -44%
CB
1208
Cadence Bank
Mississippi
$236K -$8.09K -40 -3%
EDRH
1209
Edmond de Rothschild Holding
Switzerland
$235K -$11.1K -55 -5%
APG
1210
Abacus Planning Group
South Carolina
$235K -$5.26K -26 -2%
VLC
1211
Van Leeuwen & Company
New Jersey
$235K +$228K +1,130 New
CG
1212
Clarus Group
Texas
$235K -$9.3K -46 -4%
FIM
1213
Freedom Investment Management
Connecticut
$234K -$336K -1,663 -60%
EA
1214
Echo45 Advisors
California
$234K -$13.3K -66 -6%
SFG
1215
StrategIQ Financial Group
Indiana
$233K +$6.47K +32 +3%
GBT
1216
Grove Bank & Trust
Florida
$233K +$41.4K +205 +22%
GP
1217
Girard Partners
Pennsylvania
$231K +$224K +1,110 New
ECM
1218
Elgethun Capital Management
South Dakota
$231K – – –
FWP
1219
Firethorn Wealth Partners
Georgia
$230K +$224K +1,107 New
KP
1220
Keel Point
Alabama
$230K -$36.8K -182 -14%
FMTCOCP
1221
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K +$12.9K +64 +6%
AA
1222
Alta Advisers
United Kingdom
$229K – – –
NJBEST
1223
New Jersey Better Educational Savings Trust
New Jersey
$229K – – –
GCMG
1224
Gyroscope Capital Management Group
Florida
$229K +$222K +1,100 New
SWK
1225
Stephen W. Kidder
$228K – – –
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