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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1351
Councilmark Asset Management
Tennessee
$402K – – –
DCM
1352
DGS Capital Management
New Jersey
$401K +$22.7K +79 +6%
DL
1353
DOHJ LLC
Washington
$401K +$405K +1,408 New
DAS
1354
Diversify Advisory Services
Utah
$400K +$198K +688 +87%
UFF
1355
USA Financial Formulas
Michigan
$400K +$1.15K +4 +0.3%
SAI
1356
Savvy Advisors Inc
New York
$400K +$88.1K +306 +28%
SAM
1357
Strategy Asset Managers
California
$399K +$11.2K +39 +3%
BA
1358
Bridgewater Advisors
New York
$398K -$2.3K -8 -0.5%
FFA
1359
Florida Financial Advisors
Florida
$398K -$41.7K -145 -10%
PCA
1360
Purkiss Capital Advisors
Connecticut
$394K +$392K +1,361 New
WWC
1361
Waypoint Wealth Counsel
Georgia
$393K +$390K +1,356 New
SOW
1362
State of Wyoming
Wyoming
$393K -$50.1K -174 -11%
1C
1363
111 Capital
France
$393K +$390K +1,355 New
DWM
1364
Drive Wealth Management
Utah
$392K +$17K +59 +5%
VC
1365
Vicus Capital
Pennsylvania
$391K -$32.8K -114 -8%
HTHT
1366
Hemenway Trust Hemenway Trust
New Hampshire
$390K -$2.88K -10 -0.7%
CC
1367
Courier Capital
New York
$389K – – –
NFA
1368
Northern Financial Advisors
Michigan
$388K -$11.2K -39 -3%
BWP
1369
Burling Wealth Partners
Illinois
$388K -$10.1K -35 -3%
BG
1370
Bollard Group
Massachusetts
$388K +$14.4K +50 +4%
SIM
1371
Stratos Investment Management
Ohio
$387K +$4.32K +15 +1%
MAWA
1372
Moss Adams Wealth Advisors
Washington
$386K +$64.7K +225 +20%
PCH
1373
PGIM Custom Harvest
New Jersey
$385K +$5.18K +18 +1%
TWP
1374
Tyche Wealth Partners
Texas
$384K – – –
AL
1375
Aspiriant LLC
California
$384K +$143K +498 +60%
53 54
55
56 57