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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1476
Clayton Financial Group
Missouri
$243K -$15.1K -55 -6%
JSAM
1477
J. Safra Asset Management
New York
$242K – – –
MW
1478
MBL Wealth
North Carolina
$241K +$274 +1 +0.1%
TWM
1479
Thrive Wealth Management
Pennsylvania
$241K -$2.19K -8 -1%
WP
1480
WealthShield Partners
North Carolina
$239K +$227K +829 New
WMA
1481
Wealth Management Associates
New Jersey
$238K +$4.11K +15 +2%
SM
1482
Salzhauer Michael
$238K – – –
SB
1483
Sunflower Bank
Texas
$238K +$6.31K +23 +3%
AI
1484
Accredited Investors
Minnesota
$237K +$225K +822 New
CRIG
1485
Charter Research & Investment Group
Connecticut
$236K – – –
CWG
1486
Crown Wealth Group
North Carolina
$234K -$142K -517 -39%
WAM
1487
Weatherly Asset Management
California
$234K +$222K +809 New
KA
1488
Kovack Advisors
Florida
$234K +$222K +811 New
IPAM
1489
Investment Partners Asset Management
New Jersey
$234K -$1.65K -6 -0.7%
FAT
1490
First American Trust
California
$233K -$77.6K -283 -26%
TSWM
1491
Triangle Securities Wealth Management
North Carolina
$233K – – –
BWA
1492
BlueChip Wealth Advisors
Georgia
$231K – – –
RA
1493
Rise Advisors
New York
$231K -$11.5K -42 -5%
CEI
1494
Clark Estates Inc
New York
$231K – – –
CPC
1495
Congress Park Capital
New York
$231K – – –
NFC
1496
Northeast Financial Consultants
Connecticut
$231K – – –
RB
1497
Rodgers Brothers
Pennsylvania
$231K – – –
KCM
1498
Kornitzer Capital Management
Kansas
$231K +$1.65K +6 +0.8%
ST
1499
Sageworth Trust
Pennsylvania
$231K +$219K +800 New
AWM
1500
Aprio Wealth Management
Georgia
$230K +$219K +797 New
58 59
60
61 62