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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1276
Cypress Capital Group
Florida
$655K +$268K +821 +75%
GIA
1277
Gateway Investment Advisers
Ohio
$654K -$491K -1,504 -44%
SPA
1278
Shore Point Advisors
New Jersey
$652K – – –
MCP
1279
Miller Capital Partners
Michigan
$651K – – –
EA
1280
Everpar Advisors
Oklahoma
$651K +$1.3K +4 +0.2%
AP
1281
Appleton Partners
Massachusetts
$650K -$5.22K -16 -0.8%
WFAG
1282
Worth Financial Advisory Group
North Carolina
$649K +$622K +1,906 New
EW
1283
Expressive Wealth
Illinois
$645K +$41.4K +127 +7%
ST
1284
Smithfield Trust
Pennsylvania
$645K – – –
SPWG
1285
Sage Private Wealth Group
Illinois
$645K +$20.5K +63 +3%
ESB
1286
Essex Savings Bank
Connecticut
$644K -$8.48K -26 -1%
HAG
1287
HighPoint Advisor Group
Illinois
$639K – – –
OC
1288
Oakworth Capital
Alabama
$639K +$20.2K +62 +3%
OWP
1289
ORG Wealth Partners
Texas
$638K +$24.8K +76 +4%
HC
1290
Hara Capital
Washington
$636K – – –
HHCP
1291
Hilton Head Capital Partners
South Carolina
$635K -$24.8K -76 -4%
MA
1292
MCF Advisors
Kentucky
$634K – – –
IRP
1293
Investment Research Partners
Pennsylvania
$630K +$106K +326 +21%
CCA
1294
Childress Capital Advisors
Texas
$630K -$34.6K -106 -5%
CFA
1295
Collaborative Fund Advisors
Nevada
$629K +$35.9K +110 +6%
AC
1296
Apella Capital
Connecticut
$626K +$22.2K +68 +4%
FWA
1297
FSM Wealth Advisors
Ohio
$624K +$8.15K +25 +1%
KCM
1298
Kathmere Capital Management
Pennsylvania
$621K +$143K +438 +32%
FCB
1299
First County Bank
Connecticut
$621K +$16K +49 +3%
ACGA
1300
Atlanta Consulting Group Advisors
Georgia
$619K -$38.2K -117 -6%
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