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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1201
Crestwood Advisors Group
Massachusetts
$414K +$92.9K +378 +31%
MLL
1202
Moody Lynn & Lieberson
Massachusetts
$414K +$33.2K +135 +9%
BCP
1203
Berkeley Capital Partners
Georgia
$413K -$8.61K -35 -2%
APWM
1204
Argonautica Private Wealth Management
Massachusetts
$413K -$46K -187 -10%
EFG
1205
Everhart Financial Group
Ohio
$413K +$42.8K +174 +12%
CPIG
1206
Chicago Partners Investment Group
Illinois
$412K +$22.9K +93 +6%
FCA
1207
FLC Capital Advisors
California
$412K – – –
RGC
1208
Roberts, Glore & Co
Illinois
$412K – – –
RWA
1209
Redhawk Wealth Advisors
Minnesota
$412K -$1.48K -6 -0.4%
EBWM
1210
Eagle Bluffs Wealth Management
Missouri
$412K – – –
FFN
1211
Focus Financial Network
Minnesota
$410K -$214K -870 -34%
MA
1212
Mutual Advisors
Nebraska
$410K -$78.4K -319 -17%
MG
1213
Marex Group
$409K -$14.8M -60,000 -97%
PPG
1214
Peak Planning Group
Colorado
$408K +$39.8K +162 +11%
9WM
1215
9258 Wealth Management
Ohio
$408K -$13.8K -56 -3%
CA
1216
Carson Advisory
Georgia
$405K +$492 +2 +0.1%
ABC
1217
Associated Banc-Corp
Wisconsin
$405K -$4.18K -17 -1%
CBNLCF
1218
Cognios Beta Neutral Large Cap Fund
Kansas
$404K +$384K +1,560 New
SAM
1219
Sawgrass Asset Management
Florida
$404K – – –
AIA
1220
Angeles Investment Advisors
California
$404K -$116K -473 -23%
ILI
1221
Invesco LLC (Illinois)
Illinois
$401K +$5.9K +24 +2%
HBCM
1222
Heron Bay Capital Management
Michigan
$400K – – –
SAM
1223
Sompo Asset Management
Japan
$399K – – –
SWA
1224
SFMG Wealth Advisors
Texas
$398K +$983 +4 +0.3%
PFWA
1225
Paces Ferry Wealth Advisors
Georgia
$398K -$23.6K -96 -6%
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