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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1426
Fukoku Mutual Life Insurance
Japan
$345K – – –
CAM
1427
Carret Asset Management
New York
$345K – – –
ACP
1428
Argyle Capital Partners
California
$344K – – –
SPC
1429
Spirepoint Private Client
Florida
$343K – – –
RIA
1430
Regal Investment Advisors
Michigan
$343K +$96.4K +335 +39%
CPA
1431
Capital Performance Advisors
California
$343K +$33.7K +117 +11%
SWA
1432
Sax Wealth Advisors
New Jersey
$342K +$145K +505 +75%
SPF
1433
South Plains Financial
Texas
$342K +$60.4K +210 +22%
FNB
1434
Farmers National Bank
Kentucky
$340K -$9.78K -34 -3%
FFO
1435
Fiduciary Family Office
Florida
$340K +$108K +375 +47%
BCG
1436
Breakwater Capital Group
New Jersey
$339K – – –
AAS
1437
Ameritas Advisory Services
Nebraska
$338K +$32.5K +113 +11%
AIM
1438
Advyzon Investment Management
Illinois
$337K +$37.1K +129 +12%
OWA
1439
Octavia Wealth Advisors
Ohio
$337K +$333K +1,158 New
PCWA
1440
Pacific Capital Wealth Advisors
California
$337K -$5.18K -18 -1%
RIP
1441
Reliant Investment Partners
North Carolina
$336K – – –
RWM
1442
RBA Wealth Management
California
$335K -$5.18K -18 -2%
CH
1443
Cromwell Holdings
Wyoming
$333K – – –
AC
1444
ASB Consultores
Florida
$330K +$55.8K +194 +21%
EP
1445
Essential Partners
California
$330K +$328K +1,139 New
SIM
1446
Sentry Investment Management
Wisconsin
$329K – – –
JSL
1447
JT Stratford LLC
Georgia
$327K +$10.9K +38 +3%
SSG
1448
Summit Securities Group
New York
$327K +$324K +1,127 New
SHIM
1449
Stone House Investment Management
Pennsylvania
$326K +$863 +3 +0.3%
LSIA
1450
LaSalle St. Investment Advisors
Illinois
$326K -$72.2K -251 -18%
56 57
58
59 60