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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1501
Sentry Investment Management
Wisconsin
$275K -$60.8K -221 -19%
CBB
1502
Citizens Business Bank
California
$275K +$268K +974 New
WF
1503
Womack Financial
Texas
$275K – – –
RMCM
1504
Reynders McVeigh Capital Management
Massachusetts
$274K -$28.9K -105 -10%
SIC
1505
Samalin Investment Counsel
New York
$274K +$10.7K +39 +4%
SMA
1506
Seven Mile Advisory
New Jersey
$273K +$266K +966 New
BFM
1507
Boothbay Fund Management
New York
$272K +$265K +963 New
PCMH
1508
Polymer Capital Management (HK)
Hong Kong
$271K +$264K +961 New
FA
1509
FDx Advisors
Illinois
$270K +$6.33K +23 +2%
ME
1510
McIlrath & Eck
Washington
$270K – – –
SG
1511
Somerset Group
Minnesota
$269K – – –
OWP
1512
ORG Wealth Partners
Texas
$269K -$23.4K -85 -8%
EA
1513
Echo45 Advisors
California
$268K -$1.93K -7 -0.7%
BFIC
1514
Bedell Frazier Investment Counselling
California
$268K -$35.8K -130 -12%
GPW
1515
Genesis Private Wealth
Virginia
$267K -$3.3K -12 -1%
HI
1516
Harrington Investments
California
$266K – – –
PFA
1517
Pure Financial Advisors
California
$264K -$9.63K -35 -4%
DI
1518
Diligent Investors
California
$263K – – –
PS
1519
Planned Solutions
California
$262K -$11K -40 -4%
MSA
1520
Marino Stram & Associates
Massachusetts
$262K +$256K +929 New
TSMHT
1521
Thurston Springer Miller Herd & Titak
Indiana
$261K -$3.72M -13,513 -94%
BWA
1522
BlueChip Wealth Advisors
Georgia
$260K – – –
RFS
1523
Richardson Financial Services
Massachusetts
$259K +$17.3K +63 +7%
KCM
1524
Kornitzer Capital Management
Kansas
$258K – – –
DA
1525
Dover Advisors
Virginia
$257K -$20.6K -75 -8%
59 60
61
62 63