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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
1476
Pacific Capital Wealth Advisors
California
$413K – – –
JC
1477
JM2 Capital
Oklahoma
$412K -$1.63K -5 -0.4%
EWM
1478
Evermay Wealth Management
Virginia
$411K +$37.8K +116 +11%
PA
1479
Promethium Advisors
Maryland
$411K – – –
IAAG
1480
Innovative Asset Advisors Group
Connecticut
$411K +$58.4K +179 +17%
CWG
1481
Cornerstone Wealth Group
North Carolina
$410K +$83.2K +255 +27%
BB
1482
Busey Bank
Illinois
$410K +$51.5K +158 +15%
PL
1483
Plancorp LLC
Missouri
$408K -$346K -1,060 -48%
AMPWP
1484
Alvarez & Marsal Private Wealth Partners
Florida
$407K -$253K -777 -39%
SC
1485
Saturna Capital
Washington
$407K – – –
FMLI
1486
Fukoku Mutual Life Insurance
Japan
$406K – – –
BC
1487
Broadwater Capital
Massachusetts
$405K – – –
AC
1488
Arjuna Capital
North Carolina
$405K +$2.28K +7 +0.6%
VC
1489
Vicus Capital
Pennsylvania
$404K -$8.81K -27 -2%
SFS
1490
Sharp Financial Services
Pennsylvania
$403K +$32.6K +100 +9%
CAM
1491
Carret Asset Management
New York
$402K – – –
GA
1492
Goldstein Advisors
Wisconsin
$402K +$84.5K +259 +28%
VWA
1493
Visionary Wealth Advisors
Illinois
$401K – – –
NSB
1494
Norway Savings Bank
Maine
$400K – – –
QWM
1495
QP Wealth Management
New Jersey
$400K -$148K -453 -28%
HCP
1496
Hexagon Capital Partners
Arkansas
$400K +$40.4K +124 +12%
FNB
1497
Farmers National Bank
Kentucky
$399K -$15.7K -48 -4%
SW
1498
SteelPeak Wealth
California
$398K +$178K +545 +88%
FFA
1499
Founders Financial Alliance
North Carolina
$398K +$3.59K +11 +0.9%
AIFAIM
1500
American Institute for Advanced Investment Management
Arizona
$398K – – –
58 59
60
61 62