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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1226
Oakworth Capital
Alabama
$464K +$50.2K +183 +13%
LAM
1227
L2 Asset Management
Massachusetts
$463K +$15.4K +56 +4%
FMWA
1228
Forvis Mazars Wealth Advisors
Missouri
$462K +$439K +1,602 New
FCA
1229
FLC Capital Advisors
California
$459K – – –
CCB
1230
Cutter & Co Brokerage
Missouri
$457K +$34.3K +125 +9%
NAS
1231
Nicolet Advisory Services
Wisconsin
$456K +$32.1K +117 +8%
MG
1232
Marex Group
$456K – – –
BONH
1233
Bank of New Hampshire
New Hampshire
$455K -$6.31K -23 -1%
AA
1234
Advisory Alpha
Michigan
$453K -$17.5K -64 -4%
SQA
1235
Simon Quick Advisors
New Jersey
$452K +$36.7K +134 +9%
AIA
1236
Angeles Investment Advisors
California
$450K – – –
SAM
1237
Sawgrass Asset Management
Florida
$449K -$822 -3 -0.2%
HBCM
1238
Heron Bay Capital Management
Michigan
$446K – – –
PCM
1239
Prelude Capital Management
New York
$446K +$424K +1,545 New
PK
1240
Pflug Koory
Nebraska
$445K +$423K +1,544 New
VFA
1241
Voya Financial Advisors
Connecticut
$445K +$16.4K +60 +4%
PFWA
1242
Paces Ferry Wealth Advisors
Georgia
$443K -$13.7K -50 -3%
FPAS
1243
Focus Partners Advisor Solutions
Missouri
$443K +$10.1K +37 +2%
RGC
1244
Roberts, Glore & Co
Illinois
$439K -$20.6K -75 -5%
AWE
1245
Avidian Wealth Enterprises
Texas
$438K -$2.47K -9 -0.6%
RWM
1246
RBA Wealth Management
California
$437K -$19.2K -70 -4%
SA
1247
Sicart Associates
New York
$437K – – –
SAM
1248
Steinberg Asset Management
New York
$434K – – –
CWA
1249
Clearview Wealth Advisors
Oregon
$433K -$11.5K -42 -3%
9WM
1250
9258 Wealth Management
Ohio
$431K – – –
48 49
50
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