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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
1226
iSAM Funds (UK)
United Kingdom
$506K -$519K -1,827 -50%
PK
1227
Pflug Koory
Nebraska
$506K +$81.8K +288 +19%
SCM
1228
Stonebridge Capital Management
California
$505K – – –
SCP
1229
Stamos Capital Partners
California
$503K +$517K +1,820 New
OHIS
1230
Oak Harvest Investment Services
Texas
$503K +$517K +1,819 New
EW
1231
Evoke Wealth
California
$502K +$20.4K +72 +4%
CFFP
1232
Center for Financial Planning
Michigan
$502K +$21.9K +77 +4%
AC
1233
ASB Consultores
Florida
$501K -$24.1K -85 -4%
MCC
1234
Money Concepts Capital
Florida
$501K – – –
DIM
1235
Delta Investment Management
California
$500K +$16.5K +58 +3%
JIP
1236
Jaffetilchin Investment Partners
Florida
$498K -$455K -1,602 -47%
MYIA
1237
Mount Yale Investment Advisors
Colorado
$497K -$171K -602 -25%
UFF
1238
USA Financial Formulas
Michigan
$493K -$183K -644 -27%
AWA
1239
Aaron Wealth Advisors
Illinois
$493K -$4.54K -16 -0.9%
PA
1240
Promethium Advisors
Maryland
$492K -$13.6K -48 -3%
FIM
1241
Freedom Investment Management
Connecticut
$492K -$514K -1,809 -50%
CT
1242
Clearstead Trust
Maine
$492K +$483K +1,700 +2,125%
PWPS
1243
Pinnacle Wealth Planning Services
Ohio
$491K -$331K -1,167 -40%
EFG
1244
Everhart Financial Group
Ohio
$490K -$14.8K -52 -3%
PCM
1245
Pointe Capital Management
Michigan
$490K – – –
TA
1246
TKG Advisors
Indiana
$489K +$15.9K +56 +3%
GXJ
1247
Global X Japan
Japan
$489K +$42K +148 +9%
MCM
1248
Manchester Capital Management
Vermont
$488K -$568 -2 -0.1%
BWM
1249
BlackDiamond Wealth Management
New York
$487K -$29.2K -103 -6%
MA
1250
MONECO Advisors
Connecticut
$486K +$110K +386 +28%
48 49
50
51 52