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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1476
Spirepoint Private Client
Florida
$393K -$22.1K -69 -5%
PA
1477
Promethium Advisors
Maryland
$393K – – –
LA
1478
Lynch & Associates
Indiana
$393K +$31.1K +97 +9%
GWAM
1479
Guardian Wealth Advisors (Minnesota)
Minnesota
$393K -$6.42K -20 -2%
SOW
1480
State of Wyoming
Wyoming
$392K -$17K -53 -4%
AIFAIM
1481
American Institute for Advanced Investment Management
Arizona
$392K – – –
AP
1482
Americana Partners
Texas
$390K +$166K +516 +76%
FMLI
1483
Fukoku Mutual Life Insurance
Japan
$389K – – –
WHCI
1484
W.H. Cornerstone Investments
Massachusetts
$387K +$381K +1,188 New
CAL
1485
Capital Analysts LLC
Pennsylvania
$387K +$73.8K +230 +24%
AC
1486
Arjuna Capital
North Carolina
$385K +$379K +1,181 New
CAM
1487
Carret Asset Management
New York
$385K -$3.21K -10 -0.8%
FFO
1488
Fiduciary Family Office
Florida
$384K +$56.8K +177 +18%
VWA
1489
Visionary Wealth Advisors
Illinois
$384K +$88.5K +276 +31%
KAS
1490
KPP Advisory Services
Kentucky
$383K -$321 -1 -0.1%
NSB
1491
Norway Savings Bank
Maine
$383K -$21.8K -68 -5%
SC
1492
Saturna Capital
Washington
$381K -$642K -2,000 -63%
FWI
1493
Facet Wealth Inc
Maryland
$381K +$20.2K +63 +6%
FFA
1494
Founders Financial Alliance
North Carolina
$377K – – –
UAG
1495
United Advisor Group
Ohio
$376K +$58.7K +183 +19%
BCG
1496
Breakwater Capital Group
New Jersey
$375K +$4.81K +15 +1%
CCM
1497
Chilton Capital Management
Texas
$375K -$963 -3 -0.3%
CH
1498
Cromwell Holdings
Wyoming
$375K – – –
RFP
1499
Root Financial Partners
California
$374K +$239K +746 +186%
ACP
1500
Argyle Capital Partners
California
$374K – – –
58 59
60
61 62