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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1251
American Trust
Kentucky
$704K -$72.7K -223 -10%
MB
1252
MidFirst Bank
Oklahoma
$700K +$41.1K +126 +7%
SC
1253
Sawyer & Company
Massachusetts
$700K +$7.18K +22 +1%
BI
1254
Bolthouse Investments
California
$699K – – –
CTC
1255
Cetera Trust Company
Minnesota
$699K – – –
LAM
1256
L2 Asset Management
Massachusetts
$697K +$10.8K +33 +2%
BWM
1257
Baron Wealth Management
Michigan
$697K +$652 +2 +0.1%
MA
1258
MONECO Advisors
Connecticut
$696K +$53.2K +163 +9%
RA
1259
RFG Advisory
Alabama
$694K +$198K +608 +43%
BFO
1260
Boston Family Office
Massachusetts
$693K +$56.4K +173 +9%
PCA
1261
Peddock Capital Advisors
Massachusetts
$690K – – –
AFP
1262
Ausdal Financial Partners
Iowa
$689K +$7.5K +23 +1%
LA
1263
Legacy Advisors
Pennsylvania
$686K +$655K +2,008 New
JFGLC
1264
Johnson Financial Group LLC (Colorado)
Colorado
$684K +$31.3K +96 +5%
OCA
1265
OpenArc Corporate Advisory
Georgia
$682K +$56.1K +172 +9%
VFIC
1266
Valley Forge Investment Consultants
Pennsylvania
$681K – – –
NCM
1267
Northside Capital Management
Oregon
$680K – – –
FCCM
1268
First City Capital Management
Georgia
$679K -$1.63K -5 -0.3%
SCM
1269
Shelton Capital Management
Colorado
$678K -$15.3K -47 -2%
HW
1270
Hancock Whitney
Mississippi
$678K -$63.9K -196 -9%
BWAM
1271
Blue Water Asset Management
Michigan
$675K +$652 +2 +0.1%
KA
1272
Kovack Advisors
Florida
$674K +$36.5K +112 +6%
JFG
1273
Jefferies Financial Group
New York
$668K -$422K -1,295 -40%
SCA
1274
Strathmore Capital Advisors
North Carolina
$666K -$42.4K -130 -6%
VPF
1275
Vantage Point Financial
Illinois
$666K +$7.5K +23 +1%
49 50
51
52 53