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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
1226
Gamble Jones Investment Counsel
California
$222K +$209K +1,006 New
FFA
1227
First Foundation Advisors
California
$222K +$209K +1,005 New
ZIM
1228
Zacks Investment Management
Illinois
$221K +$208K +1,002 New
RC
1229
RBF Capital
California
$221K +$208K +1,000 New
DRD
1230
Dennis R. Delaney
$221K +$208K +1,000 New
TC
1231
Titleist Capital
Texas
$220K +$208K +998 New
OC
1232
Oakworth Capital
Alabama
$220K -$31.2K -150 -13%
JSW
1233
Journey Strategic Wealth
New Jersey
$218K +$206K +990 New
ME
1234
McIlrath & Eck
Washington
$218K – – –
PIM
1235
Perpetual Investment Management
Australia
$218K +$206K +990 New
MCCA
1236
Mill Creek Capital Advisors
Pennsylvania
$217K +$205K +985 New
QC
1237
Quent Capital
New York
$216K -$8.11K -39 -4%
WA
1238
Waverly Advisors
Alabama
$215K +$202K +973 New
BFA
1239
Bragg Financial Advisors
North Carolina
$214K +$202K +972 New
HIA
1240
Harbor Investment Advisory
Maryland
$214K +$4.16K +20 +2%
ACM
1241
AUA Capital Management
Pennsylvania
$214K – – –
LG
1242
LaFleur & Godfrey
Michigan
$214K +$201K +968 New
HCM
1243
Howard Capital Management
Georgia
$213K +$200K +961 New
TFP
1244
Tilia Fiduciary Partners
North Carolina
$212K +$38.3K +184 +24%
FWP
1245
Firethorn Wealth Partners
Georgia
$212K -$30K -144 -13%
XF
1246
XML Financial
Maryland
$212K +$200K +960 New
TIA
1247
Trust Investment Advisors
Indiana
$211K +$199K +958 New
MLA
1248
My Legacy Advisors
Oregon
$211K +$210K +1,007 New
PFM
1249
Patton Fund Management
Texas
$211K +$199K +958 New
BIA
1250
Barry Investment Advisors
Massachusetts
$211K +$199K +955 New
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50
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