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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NED
1201
Nancy E. Dempze
$408K +$411K +1,600 New
RGC
1202
Roberts, Glore & Co
Illinois
$407K +$1.28K +5 +0.3%
AWA
1203
Aaron Wealth Advisors
Illinois
$407K +$131K +509 +47%
APWM
1204
Argonautica Private Wealth Management
Massachusetts
$406K -$514 -2 -0.1%
EWM
1205
Evermay Wealth Management
Virginia
$406K -$14.4K -56 -3%
FCA
1206
FLC Capital Advisors
California
$406K – – –
RWM
1207
RBA Wealth Management
California
$404K -$83.7K -326 -17%
PFWA
1208
Paces Ferry Wealth Advisors
Georgia
$404K +$12.8K +50 +3%
MG
1209
Marex Group
$403K – – –
AIA
1210
Angeles Investment Advisors
California
$398K – – –
SAM
1211
Sawgrass Asset Management
Florida
$398K – – –
LAM
1212
L2 Asset Management
Massachusetts
$396K +$33.4K +130 +9%
KIC
1213
Kensington Investment Counsel
California
$395K +$85.5K +333 +27%
HBCM
1214
Heron Bay Capital Management
Michigan
$394K – – –
CWA
1215
Clearview Wealth Advisors
Oregon
$394K -$18.5K -72 -4%
SAM
1216
Sompo Asset Management
Japan
$393K – – –
NFA
1217
Northern Financial Advisors
Michigan
$393K +$18.5K +72 +5%
AC
1218
Abbrea Capital
California
$392K -$36.5K -142 -8%
RA
1219
RFG Advisory
Alabama
$391K +$28.8K +112 +8%
AWE
1220
Avidian Wealth Enterprises
Texas
$390K +$90.4K +352 +30%
VFA
1221
Voya Financial Advisors
Connecticut
$387K -$33.9K -132 -8%
SA
1222
Sicart Associates
New York
$387K – – –
RCA
1223
Resonant Capital Advisors
Wisconsin
$383K +$42.1K +164 +12%
SAM
1224
Steinberg Asset Management
New York
$383K – – –
FPAS
1225
Focus Partners Advisor Solutions
Missouri
$382K -$1.06M -4,126 -73%
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