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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1326
Norway Savings Bank
Maine
$351K – – –
CCG
1327
Cypress Capital Group
Florida
$351K +$1.65K +6 +0.5%
GIM
1328
Goelzer Investment Management
Indiana
$350K +$14.3K +52 +4%
ML
1329
McAdam LLC
Pennsylvania
$350K +$332K +1,212 New
BHBT
1330
Burke & Herbert Bank & Trust
Virginia
$348K – – –
BAAM
1331
Baker Avenue Asset Management
California
$348K -$2.74K -10 -0.8%
DWS
1332
Discipline Wealth Solutions
South Carolina
$348K +$331K +1,206 New
SSW
1333
Smith Shellnut Wilson
Mississippi
$348K +$5.48K +20 +2%
HB
1334
HTLF Bank
Colorado
$345K -$33.4K -122 -9%
SPC
1335
Spirepoint Private Client
Florida
$342K -$24.4K -89 -7%
LA
1336
Legacy Advisors
Pennsylvania
$342K +$15.4K +56 +5%
SIM
1337
Stratos Investment Management
Ohio
$340K -$24.1K -88 -7%
MPM
1338
MBB Public Markets
Illinois
$337K -$7.81M -28,480 -96%
QWP
1339
Quotient Wealth Partners
Texas
$336K +$31.5K +115 +11%
RA
1340
RFG Advisory
Alabama
$333K -$104K -380 -25%
AAS
1341
Ameritas Advisory Services
Nebraska
$333K +$11K +40 +4%
SCP
1342
Sivia Capital Partners
California
$331K +$822 +3 +0.3%
CH
1343
Cromwell Holdings
Wyoming
$330K – – –
SIG
1344
Sargent Investment Group
Maryland
$330K +$48K +175 +18%
VAS
1345
Vestmark Advisory Solutions
Massachusetts
$329K +$31.3K +114 +11%
NC
1346
Napatree Capital
Rhode Island
$329K +$313K +1,140 New
GF
1347
Gries Financial
Ohio
$323K +$9.05K +33 +3%
LSA
1348
Lansing Street Advisors
Pennsylvania
$323K +$307K +1,120 New
GWAM
1349
Guardian Wealth Advisors (Minnesota)
Minnesota
$322K +$274 +1 +0.1%
AA
1350
Alta Advisers
United Kingdom
$317K – – –
52 53
54
55 56