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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1376
Palisade Asset Management
Minnesota
$525K – – –
VWWMG
1377
Vermillion & White Wealth Management Group
Pennsylvania
$525K – – –
OFS
1378
OneAscent Financial Services
Alabama
$523K +$500K +1,534 New
OWM
1379
OneAscent Wealth Management
Alabama
$522K +$500K +1,533 New
AIMA
1380
Ables Iannone Moore & Associates
Georgia
$522K – – –
MAM
1381
Mainsail Asset Management
Alabama
$521K -$220K -675 -31%
BWP
1382
BSW Wealth Partners
Colorado
$520K -$258K -792 -34%
SGI
1383
Summit Global Investments
Utah
$520K -$103K -315 -17%
KCM
1384
Kornitzer Capital Management
Kansas
$520K +$196K +601 +65%
BAM
1385
Broyhill Asset Management
North Carolina
$519K – – –
BW
1386
BIP Wealth
Georgia
$518K +$25.4K +78 +5%
EFA
1387
Evernest Financial Advisors
Indiana
$517K -$9.79K -30 -2%
HFS
1388
Hantz Financial Services
Michigan
$516K -$84.2K -258 -15%
BRPW
1389
Ballast Rock Private Wealth
South Carolina
$514K +$979 +3 +0.2%
SAM
1390
Steinberg Asset Management
New York
$513K – – –
RGC
1391
Roberts, Glore & Co
Illinois
$512K – – –
LWP
1392
LeClair Wealth Partners
Ohio
$506K -$160K -492 -25%
SGK
1393
Steigerwald Gordon & Koch
Virginia
$504K -$184K -565 -28%
CCP
1394
Cushing Capital Partners
Wisconsin
$504K -$4.57K -14 -0.9%
SWM
1395
Salvus Wealth Management
New Jersey
$504K -$57.7K -177 -11%
APA
1396
Astoria Portfolio Advisors
New York
$501K -$5.22K -16 -1%
WSA
1397
Wealth Science Advisors
Georgia
$500K -$35.6K -109 -7%
PCM
1398
Pointe Capital Management
Michigan
$497K +$6.52K +20 +1%
MCM
1399
Manchester Capital Management
Vermont
$497K +$8.15K +25 +2%
MM
1400
MQS Management
New York
$496K +$475K +1,457 New
54 55
56
57 58