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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1251
Miller Capital Partners
Michigan
$604K +$566K +1,934 New
GIM
1252
Goelzer Investment Management
Indiana
$603K +$57K +195 +11%
BEAM
1253
Baker Ellis Asset Management
Washington
$602K -$51.2K -175 -8%
GIA
1254
Gladstone Institutional Advisory
Florida
$600K -$30.7K -105 -5%
IGAM
1255
iA Global Asset Management
Quebec, Canada
$599K +$561K +1,920 New
SPA
1256
Shore Point Advisors
New Jersey
$597K +$292 +1 +0.1%
VPF
1257
Vantage Point Financial
Illinois
$596K +$19K +65 +4%
MA
1258
MONECO Advisors
Connecticut
$590K +$1.46K +5 +0.3%
SPWG
1259
Sage Private Wealth Group
Illinois
$590K -$1.75K -6 -0.3%
Q
1260
QVR
California
$589K +$552K +1,888 New
SWP
1261
Strategic Wealth Partners
Ohio
$587K +$36.3K +124 +7%
LAM
1262
L2 Asset Management
Massachusetts
$584K +$28.9K +99 +6%
SS
1263
Sunbelt Securities
Texas
$584K -$2.34K -8 -0.4%
GIA
1264
Gateway Investment Advisers
Ohio
$583K +$90.9K +311 +20%
MWM
1265
Madrid Wealth Management
New Mexico
$583K +$546K +1,868 New
GCP
1266
GSA Capital Partners
United Kingdom
$583K -$481K -1,645 -47%
HC
1267
Hara Capital
Washington
$583K – – –
MWM
1268
Modera Wealth Management
New Jersey
$583K +$19.3K +66 +4%
MFA
1269
Mayflower Financial Advisors
Massachusetts
$582K -$164K -562 -23%
CG
1270
Curat Global
New Hampshire
$582K – – –
AWM
1271
Aprio Wealth Management
Georgia
$581K +$259K +885 +91%
BFO
1272
Boston Family Office
Massachusetts
$581K – – –
RIA
1273
Regal Investment Advisors
Michigan
$581K +$136K +465 +33%
ABC
1274
Associated Banc-Corp
Wisconsin
$578K – – –
SGI
1275
Summit Global Investments
Utah
$574K -$184K -630 -26%
49 50
51
52 53