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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1501
RiverFront Investment Group
Virginia
$267K +$246K +884 New
CA
1502
Cullinan Associates
Kentucky
$266K +$245K +882 New
KIC
1503
Kensington Investment Counsel
California
$266K -$30.6K -110 -11%
AHL
1504
Abel Hall LLC
Louisiana
$264K -$23.3K -84 -9%
FG
1505
Foster Group
Iowa
$264K +$243K +874 New
JFG
1506
Jefferies Financial Group
New York
$263K – – –
TSWM
1507
Triangle Securities Wealth Management
North Carolina
$263K +$18.1K +65 +8%
RPWA
1508
Regent Peak Wealth Advisors
Georgia
$262K -$3.06K -11 -1%
BWP
1509
Barlow Wealth Partners
Kentucky
$262K -$1.67K -6 -0.6%
EM
1510
Excalibur Management
Massachusetts
$261K +$1.67K +6 +0.7%
BTD
1511
BankPlus Trust Department
Mississippi
$260K -$80.9K -291 -25%
CCG
1512
Catalina Capital Group
California
$260K -$462K -1,664 -66%
SAM
1513
Sompo Asset Management
Japan
$260K -$172K -620 -42%
FBC
1514
Fairfield, Bush & Co
Connecticut
$260K – – –
LTAS
1515
Linden Thomas Advisory Services
North Carolina
$260K +$5.56K +20 +2%
BMO
1516
Beck Mack & Oliver
New York
$259K – – –
MW
1517
MBL Wealth
North Carolina
$259K +$5.83K +21 +3%
OL
1518
Optas LLC
Texas
$258K -$30.6K -110 -11%
PP
1519
Pacifica Partners
Canada
$257K – – –
CIP
1520
Convergence Investment Partners
Florida
$257K -$42.2K -152 -15%
WWM
1521
Waterway Wealth Management
Texas
$257K +$236K +850 New
RIA
1522
Regal Investment Advisors
Michigan
$256K +$236K +849 New
OP
1523
ORG Partners
Indiana
$256K -$25.6K -92 -10%
BGAI
1524
Bruce G. Allen Investments
Colorado
$256K +$37.2K +134 +19%
KA
1525
Klingman & Associates
New York
$255K +$235K +846 New
59 60
61
62 63