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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
1451
Hennion & Walsh Asset Management
New Jersey
$432K -$3.26K -10 -0.8%
HTHT
1452
Hemenway Trust Hemenway Trust
New Hampshire
$429K -$6.52K -20 -2%
TCOTS
1453
Trust Company of the South
North Carolina
$429K – – –
PCMF
1454
Private Capital Management (Florida)
Florida
$428K – – –
ECM
1455
Elgethun Capital Management
South Dakota
$428K +$12.4K +38 +3%
LTAS
1456
Linden Thomas Advisory Services
North Carolina
$428K +$53.5K +164 +15%
GWAM
1457
Guardian Wealth Advisors (Minnesota)
Minnesota
$428K +$16.6K +51 +4%
AA
1458
Alta Advisers
United Kingdom
$428K -$52.2K -160 -11%
QWM
1459
Quaker Wealth Management
New Jersey
$427K +$1.3K +4 +0.3%
CCIA
1460
Campbell & Co Investment Adviser
Maryland
$427K +$409K +1,253 New
TCM
1461
Tuttle Capital Management
Connecticut
$423K +$405K +1,242 New
PWG
1462
Portside Wealth Group
Utah
$421K -$3.26K -10 -0.8%
BAM
1463
Belpointe Asset Management
Nevada
$421K +$979 +3 +0.2%
SFMG
1464
Sage Financial Management Group
Virginia
$421K – – –
CAL
1465
Capital Analysts LLC
Pennsylvania
$420K +$15.3K +47 +4%
TBA
1466
Tower Bridge Advisors
Pennsylvania
$418K – – –
WIA
1467
Wetzel Investment Advisors
Indiana
$418K -$86.4K -265 -18%
NW
1468
Naviter Wealth
Arkansas
$418K +$46K +141 +13%
BWM
1469
BlackDiamond Wealth Management
New York
$417K -$20.5K -63 -5%
PEA
1470
Park Edge Advisors
Ohio
$417K – – –
BW
1471
BostonPremier Wealth
Massachusetts
$417K – – –
CCA
1472
Corps Capital Advisors
Texas
$416K – – –
PS
1473
Planned Solutions
California
$415K +$29K +89 +8%
CFO
1474
CVA Family Office
Colorado
$415K -$7.5K -23 -2%
DWS
1475
Discipline Wealth Solutions
South Carolina
$413K -$6.85K -21 -2%
57 58
59
60 61