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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
1451
First Financial Bank - Trust Division
Ohio
$283K +$10.5K +37 +4%
TC
1452
Trust Company
Kansas
$283K +$66.7K +235 +30%
IPAM
1453
Investment Partners Asset Management
New Jersey
$282K +$59.6K +210 +26%
FA
1454
Financial Advisors
Massachusetts
$282K – – –
CFP
1455
Cascade Financial Partners
California
$281K – – –
RCM
1456
RB Capital Management
Nevada
$279K +$284 +1 +0.1%
AM
1457
Atwater Malick
Pennsylvania
$279K – – –
CIP
1458
Convergence Investment Partners
Florida
$277K -$1.99K -7 -0.7%
AGP
1459
Autumn Glory Partners
Texas
$276K – – –
RC
1460
RBF Capital
California
$276K – – –
GIA
1461
GHP Investment Advisors
Colorado
$276K – – –
HFS
1462
HBC Financial Services
Washington
$276K – – –
CS
1463
Crescent Sterling
Louisiana
$276K +$39.8K +140 +16%
NW
1464
Naviter Wealth
Arkansas
$276K +$282K +994 New
OL
1465
OneFund LLC
Florida
$275K +$2.27K +8 +0.8%
IAN
1466
Integrated Advisors Network
Texas
$275K +$3.98K +14 +1%
KIC
1467
Kensington Investment Counsel
California
$274K -$185K -653 -40%
CIAS
1468
Capital Investment Advisory Services
North Carolina
$274K +$20.2K +71 +8%
SC
1469
Sapient Capital
Indiana
$273K -$23K -81 -8%
TC
1470
TAGStone Capital
North Carolina
$272K +$1.42K +5 +0.5%
WF
1471
Wayfinding Financial
Washington
$272K +$279K +982 New
MEAC
1472
M.E. Allison & Co
Texas
$270K +$278K +978 New
WF
1473
Womack Financial
Texas
$269K +$276K +973 New
RWM
1474
Revisor Wealth Management
Ohio
$269K -$126K -443 -31%
JSW
1475
Journey Strategic Wealth
New Jersey
$268K – – –
57 58
59
60 61