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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1276
Fulton Bank
Pennsylvania
$665K -$146K -447 -19%
PWAM
1277
Private Wealth Asset Management
Iowa
$664K +$348K +1,066 +121%
SFS
1278
Stiles Financial Services
Minnesota
$664K -$27.4K -84 -4%
TC
1279
Tannin Capital
North Carolina
$662K +$115K +353 +22%
RFS
1280
Richardson Financial Services
Massachusetts
$662K +$143K +438 +29%
MLL
1281
Moody Lynn & Lieberson
Massachusetts
$661K -$33.9K -104 -5%
NWM
1282
Northwest Wealth Management
Iowa
$659K -$31.6K -97 -5%
CCG
1283
Cypress Capital Group
Florida
$655K +$268K +821 +75%
GIA
1284
Gateway Investment Advisers
Ohio
$654K -$491K -1,504 -44%
SPA
1285
Shore Point Advisors
New Jersey
$652K – – –
MCP
1286
Miller Capital Partners
Michigan
$651K – – –
EA
1287
Everpar Advisors
Oklahoma
$651K +$1.3K +4 +0.2%
AP
1288
Appleton Partners
Massachusetts
$650K -$5.22K -16 -0.8%
WFAG
1289
Worth Financial Advisory Group
North Carolina
$649K +$622K +1,906 New
EW
1290
Expressive Wealth
Illinois
$645K +$41.4K +127 +7%
ST
1291
Smithfield Trust
Pennsylvania
$645K – – –
SPWG
1292
Sage Private Wealth Group
Illinois
$645K +$20.5K +63 +3%
ESB
1293
Essex Savings Bank
Connecticut
$644K -$8.48K -26 -1%
HAG
1294
HighPoint Advisor Group
Illinois
$639K – – –
OC
1295
Oakworth Capital
Alabama
$639K +$20.2K +62 +3%
OWP
1296
ORG Wealth Partners
Texas
$638K +$24.8K +76 +4%
HC
1297
Hara Capital
Washington
$636K – – –
HHCP
1298
Hilton Head Capital Partners
South Carolina
$635K -$24.8K -76 -4%
MA
1299
MCF Advisors
Kentucky
$634K – – –
IRP
1300
Investment Research Partners
Pennsylvania
$630K +$106K +326 +21%
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