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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1426
MBB Public Markets
Illinois
– -$394K -2,037 Closed
OWM
1427
OneAscent Wealth Management
Alabama
– -$377K -1,944 Closed
HWIS
1428
Hancock Whitney Investment Services
Louisiana
– -$372K -1,933 Closed
ARC
1429
Advisor Resource Council
Texas
– -$355K -1,835 Closed
SM
1430
SG3 Management
Puerto Rico
– -$338K -1,750 Closed
RP
1431
Riverwater Partners
Wisconsin
– -$328K -1,695 Closed
OFS
1432
OneAscent Financial Services
Alabama
– -$308K -1,587 Closed
EAM
1433
Empirical Asset Management
Massachusetts
– -$273K -1,413 Closed
DU
1434
Delphia (USA)
Ontario, Canada
– -$269K -1,393 Closed
PMG
1435
ProVise Management Group
Florida
– -$269K -1,393 Closed
WANY
1436
Wealthspire Advisors (New York)
New York
– -$265K -1,370 Closed
FI
1437
Fosun International
China
– -$252K -1,295 Closed
MGIM
1438
M&G Investment Management
United Kingdom
– -$214K -1,110 Closed
GWANC
1439
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$210K -1,085 Closed
TC
1440
TwinBeech Capital
New York
– -$207K -1,071 Closed
KP
1441
Keel Point
Alabama
– -$204K -1,055 Closed
EIM
1442
Essex Investment Management
Massachusetts
– -$153K -793 Closed
EBA
1443
Eagle Bay Advisors
New York
– -$149K -771 Closed
SFO
1444
Standard Family Office
South Dakota
– -$131K -680 Closed
CA
1445
Cornerstone Advisory
Maryland
– -$113K -582 Closed
DAM
1446
Delta Asset Management
Tennessee
– -$112K -581 Closed
PCMC
1447
Paragon Capital Management (Colorado)
Colorado
– -$105K -542 Closed
ONST
1448
Old North State Trust
North Carolina
– -$90K -465 Closed
SSA
1449
Schonfeld Strategic Advisors
New York
– -$75K -390 Closed
SFM
1450
Signet Financial Management
New Jersey
– -$69K -357 Closed
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