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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1401
Affinity Wealth Management
Delaware
– -$305K -1,580 Closed
CL
1402
Choreo LLC
Illinois
– -$310K -1,577 Closed
BWM
1403
Buckley Wealth Management
Nevada
– -$305K -1,549 Closed
RP
1404
Riverwater Partners
Wisconsin
– -$298K -1,514 Closed
AIC
1405
Aurora Investment Counsel
Georgia
– -$288K -1,464 Closed
CSIC
1406
Clifford Swan Investment Counsel
California
– -$278K -1,414 Closed
VF
1407
Virtu Financial
New York
– -$277K -1,407 Closed
ACI
1408
Alpha Cubed Investments
California
– -$263K -1,338 Closed
KFA
1409
Krane Funds Advisors
New York
– -$257K -1,305 Closed
CBN
1410
Cadence Bank NA
Texas
– -$251K -1,273 Closed
CCM
1411
Compton Capital Management
Rhode Island
– -$244K -1,239 Closed
OCM
1412
One Capital Management
California
– -$241K -1,228 Closed
BFA
1413
Bragg Financial Advisors
North Carolina
– -$239K -1,218 Closed
MC
1414
Machina Capital
France
– -$233K -1,185 Closed
SLG
1415
Stanley-Laman Group
Pennsylvania
– -$231K -1,175 Closed
HSA
1416
HBK Sorce Advisory
Pennsylvania
– -$229K -1,165 Closed
DA
1417
DSC Advisors
Illinois
– -$229K -1,164 Closed
SB
1418
Sunflower Bank
Texas
– -$224K -1,138 Closed
SRG
1419
SBB Research Group
Illinois
– -$218K -1,107 Closed
SFA
1420
Souders Financial Advisors
Ohio
– -$216K -1,100 Closed
RPWA
1421
Regent Peak Wealth Advisors
Georgia
– -$215K -1,094 Closed
CG
1422
Clarus Group
Texas
– -$215K -1,093 Closed
OPOWM
1423
One Plus One Wealth Management
Florida
– -$215K -1,092 Closed
SFG
1424
StrategIQ Financial Group
Indiana
– -$213K -1,082 Closed
BMCM
1425
Bryn Mawr Capital Management
Pennsylvania
– -$211K -1,073 Closed
55 56
57
58 59