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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1376
Summit Global Investments
Utah
$520K -$103K -315 -17%
KCM
1377
Kornitzer Capital Management
Kansas
$520K +$196K +601 +65%
BAM
1378
Broyhill Asset Management
North Carolina
$519K – – –
BW
1379
BIP Wealth
Georgia
$518K +$25.4K +78 +5%
EFA
1380
Evernest Financial Advisors
Indiana
$517K -$9.79K -30 -2%
HFS
1381
Hantz Financial Services
Michigan
$516K -$84.2K -258 -15%
BRPW
1382
Ballast Rock Private Wealth
South Carolina
$514K +$979 +3 +0.2%
SAM
1383
Steinberg Asset Management
New York
$513K – – –
RGC
1384
Roberts, Glore & Co
Illinois
$512K – – –
LWP
1385
LeClair Wealth Partners
Ohio
$506K -$160K -492 -25%
SGK
1386
Steigerwald Gordon & Koch
Virginia
$504K -$184K -565 -28%
CCP
1387
Cushing Capital Partners
Wisconsin
$504K -$4.57K -14 -0.9%
SWM
1388
Salvus Wealth Management
New Jersey
$504K -$57.7K -177 -11%
APA
1389
Astoria Portfolio Advisors
New York
$501K -$5.22K -16 -1%
WSA
1390
Wealth Science Advisors
Georgia
$500K -$35.6K -109 -7%
PCM
1391
Pointe Capital Management
Michigan
$497K +$6.52K +20 +1%
MCM
1392
Manchester Capital Management
Vermont
$497K +$8.15K +25 +2%
MM
1393
MQS Management
New York
$496K +$475K +1,457 New
SW
1394
Simplicity Wealth
New Jersey
$496K +$127K +388 +36%
UF
1395
Univest Financial
Pennsylvania
$495K -$326 -1 -0.1%
RFP
1396
Root Financial Partners
California
$494K +$98.5K +302 +26%
SRS
1397
Strong Retirement Solutions
Washington
$494K -$279K -854 -37%
OL
1398
Optas LLC
Texas
$489K +$51.2K +157 +12%
SWA
1399
SFMG Wealth Advisors
Texas
$487K +$39.5K +121 +9%
SC
1400
Sapient Capital
Indiana
$484K -$439K -1,347 -49%
54 55
56
57 58