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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1351
Oakmont Corp
California
$53K – – –
CSPAM
1352
Cary Street Partners Asset Management
Virginia
$52.9K – – –
MHR
1353
Matthew Hamilton Rosenberg
$52.1K +$8.11K +39 +20%
TF
1354
Tompkins Financial
New York
$52K -$34.5K -166 -42%
AP
1355
Atwood & Palmer
Missouri
$50.7K – – –
BWAM
1356
Boyd Watterson Asset Management
Ohio
$49.9K +$47K +226 New
MPCL
1357
My Personal CFO LLC
Washington
$49.4K +$46.6K +224 New
BIA
1358
Bell Investment Advisors
California
$48.8K +$7.07K +34 +18%
AI
1359
AXS Investments
New York
$47.6K -$1.09M -5,232 -96%
TFS
1360
TrustCore Financial Services
Tennessee
$47.2K -$4.58K -22 -9%
AS
1361
Altshuler Shaham
Israel
$47.2K +$44.5K +214 New
FPFS
1362
First Personal Financial Services
North Carolina
$46.8K – – –
APW
1363
Acima Private Wealth
Virginia
$45.4K – – –
AP
1364
Arlington Partners
Alabama
$44.3K +$41.8K +201 New
FA
1365
Fiduciary Alliance
South Carolina
$43.5K +$41K +197 New
BWM
1366
Baystate Wealth Management
Massachusetts
$43K +$208 +1 +0.5%
AAG
1367
Armstrong Advisory Group
Massachusetts
$42.8K +$40.4K +194 New
LFA
1368
Legend Financial Advisors
Pennsylvania
$41.7K +$23.1K +111 +142%
CSC
1369
Caldwell Sutter Capital
California
$41K +$38.7K +186 New
OSNBOA
1370
Old Second National Bank of Aurora
Illinois
$39.7K -$6.87K -33 -15%
BWP
1371
Baldwin Wealth Partners
Massachusetts
$38.6K – – –
AFS
1372
Annapolis Financial Services
Maryland
$38.2K -$26.4K -127 -42%
OA
1373
Operose Advisors
Wisconsin
$35.1K -$17.7K -85 -35%
BCM
1374
Blume Capital Management
California
$33.1K – – –
C
1375
Covestor
United Kingdom
$33K -$60.3K -290 -66%
53 54
55
56 57