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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1476
Chilton Capital Management
Texas
$360K +$877 +3 +0.3%
CH
1477
Cromwell Holdings
Wyoming
$359K – – –
ACP
1478
Argyle Capital Partners
California
$358K -$12.3K -42 -4%
CGL
1479
Clarius Group LLC
Washington
$356K -$203K -693 -38%
BCG
1480
Breakwater Capital Group
New Jersey
$355K – – –
SHIM
1481
Stone House Investment Management
Pennsylvania
$355K +$1.17K +4 +0.4%
RWM
1482
RBA Wealth Management
California
$354K -$6.43K -22 -2%
PS
1483
Planned Solutions
California
$353K +$58.5K +200 +22%
MP
1484
McDonald Partners
Ohio
$352K -$370K -1,266 -53%
FWP
1485
FAS Wealth Partners
Kansas
$352K +$329K +1,126 New
RIP
1486
Reliant Investment Partners
North Carolina
$351K -$9.94K -34 -3%
AL
1487
Aspiriant LLC
California
$351K +$88K +301 +37%
BB
1488
Busey Bank
Illinois
$349K +$18.1K +62 +6%
GWANC
1489
Guardian Wealth Advisors (North Carolina)
North Carolina
$349K +$28.7K +98 +10%
RG
1490
Renaissance Group
Kentucky
$348K +$4.39K +15 +1%
LA
1491
Lynch & Associates
Indiana
$346K +$92.7K +317 +40%
MA
1492
MCF Advisors
Kentucky
$344K +$22.5K +77 +8%
FWP
1493
Falcon Wealth Planning
California
$343K +$321K +1,099 New
ZIM
1494
Zacks Investment Management
Illinois
$341K -$5.26K -18 -2%
IA
1495
IMZ Advisory
Florida
$341K +$1.17K +4 +0.4%
LSIA
1496
LaSalle St. Investment Advisors
Illinois
$340K +$17K +58 +6%
HVIA
1497
Hudson Valley Investment Advisors
New York
$340K -$115K -392 -26%
FC
1498
Farringdon Capital
United Kingdom
$340K +$318K +1,088 New
OL
1499
Optas LLC
Texas
$339K +$52.6K +180 +20%
FAT
1500
First American Trust
California
$339K +$87.4K +299 +38%
58 59
60
61 62