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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1226
9258 Wealth Management
Ohio
$381K -$20.8K -81 -5%
CC
1227
Courier Capital
New York
$381K -$8.99K -35 -2%
TWP
1228
Tyche Wealth Partners
Texas
$381K -$152K -592 -28%
FIA
1229
Foundations Investment Advisors
Arizona
$381K +$105K +410 +38%
FI
1230
Fosun International
China
$380K -$131K -509 -25%
SAG
1231
SageView Advisory Group
California
$380K +$382K +1,488 New
CA
1232
Carson Advisory
Georgia
$380K -$19.3K -75 -5%
FCB
1233
First County Bank
Connecticut
$379K -$42.1K -164 -10%
AP
1234
Americana Partners
Texas
$376K -$770 -3 -0.2%
ILI
1235
Invesco LLC (Illinois)
Illinois
$376K -$19.3K -75 -5%
MA
1236
MONECO Advisors
Connecticut
$376K – – –
FNB
1237
Farmers National Bank
Kentucky
$375K -$34.2K -133 -8%
NAS
1238
Nicolet Advisory Services
Wisconsin
$375K +$62.4K +243 +20%
TA
1239
Tectonic Advisors
Texas
$373K +$7.19K +28 +2%
CCB
1240
Cutter & Co Brokerage
Missouri
$372K +$375K +1,460 New
RWM
1241
Revisor Wealth Management
Ohio
$372K -$289K -1,127 -44%
PWP
1242
Phillips Wealth Planners
Mississippi
$371K +$7.96K +31 +2%
SGI
1243
Summit Global Investments
Utah
$370K +$15.2K +59 +4%
PP
1244
Patron Partners
Texas
$369K +$16.7K +65 +5%
WCM
1245
Weik Capital Management
Pennsylvania
$369K – – –
SQA
1246
Simon Quick Advisors
New Jersey
$366K -$313K -1,218 -46%
BWP
1247
BSW Wealth Partners
Colorado
$365K +$13.9K +54 +4%
OC
1248
Oakworth Capital
Alabama
$363K +$149K +580 +69%
CAM
1249
Councilmark Asset Management
Tennessee
$354K – – –
BBA
1250
BLB&B Advisors
Pennsylvania
$353K +$30K +117 +9%
48 49
50
51 52