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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1451
Heritage Financial Services
Massachusetts
– -$29K -150 Closed
RIM
1452
Rockbridge Investment Management
New York
– -$24.8K -126 Closed
BMD
1453
Better Money Decisions
New Mexico
– -$23K -116 Closed
GLLW
1454
Graves Light Lenhart Wealth
Virginia
– -$17K -89 Closed
AIP
1455
Ahrens Investment Partners
Louisiana
– -$16K -81 Closed
RG
1456
Retirement Group
California
– -$16K -80 Closed
COCM
1457
Charter Oak Capital Management
New Hampshire
– -$12K -58 Closed
PFGIA
1458
Patriot Financial Group Insurance Agency
Massachusetts
– -$11K -57 Closed
GKIM
1459
GW&K Investment Management
Massachusetts
– -$10K -53 Closed
TWP
1460
TFO Wealth Partners
Ohio
– -$9K -47 Closed
TCWM
1461
Total Clarity Wealth Management
Illinois
– -$6K -28 Closed
AS
1462
Altshuler Shaham
Israel
– -$5K -24 Closed
FBT
1463
First Bank & Trust
South Dakota
– -$3K -17 Closed
CCM
1464
Chilton Capital Management
Texas
– -$3K -14 Closed
SPWM
1465
Spartan Planning & Wealth Management
North Carolina
– -$3K -14 Closed
GWMIA
1466
Global Wealth Management Investment Advisory
Florida
– -$2K -8 Closed
MFT
1467
Moisand Fitzgerald Tamayo
Florida
– -$1K -4 Closed
PI
1468
PEAK6 Investments
Illinois
– -$570 -3 Closed
HGERS
1469
Householder Group Estate & Retirement Specialist
Arizona
– +$760 +4 New
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59