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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
1526
Mendel Money Management
Illinois
– -$238K -1,228 Closed
OCM
1527
One Capital Management
California
– -$237K -1,223 Closed
RPGK
1528
Retirement Planning Group (Kansas)
Kansas
– -$223K -1,150 Closed
3IP
1529
3Chopt Investment Partners
Virginia
– -$222K -1,139 Closed
OWM
1530
OneAscent Wealth Management
Alabama
– -$218K -1,116 Closed
HIC
1531
Hartline Investment Corp
Illinois
– -$214K -1,104 Closed
BOSSRA
1532
B.O.S.S. Retirement Advisors
Utah
– -$213K -1,099 Closed
HC
1533
Hamilton Capital
Ohio
– -$208K -1,071 Closed
SC
1534
Scotia Capital
Ontario, Canada
– -$202K -1,042 Closed
EM
1535
Excalibur Management
Massachusetts
– -$201K -1,036 Closed
CF
1536
Copperwynd Financial
Arizona
– -$201K -1,033 Closed
LCM
1537
Linker Capital Management
Kentucky
– -$200K -1,032 Closed
FWP
1538
Firethorn Wealth Partners
Georgia
– -$207K -1,022 Closed
TWA
1539
TCI Wealth Advisors
Arizona
– -$171K -882 Closed
UAML
1540
US Asset Management LLC
Pennsylvania
– -$164K -845 Closed
ONST
1541
Old North State Trust
North Carolina
– -$161K -827 Closed
KI
1542
Kapitalo Investimentos
Brazil
– -$48.7K -251 Closed
CSPAM
1543
Cary Street Partners Asset Management
Virginia
– -$46.6K -240 Closed
AS
1544
Altshuler Shaham
Israel
– -$39.6K -204 Closed
GFWA
1545
Grey Fox Wealth Advisors
Delaware
– -$25.9K -133 Closed
MIA
1546
Milestone Investment Advisors
Wisconsin
– -$19.4K -100 Closed
PMAM
1547
Picton Mahoney Asset Management
Ontario, Canada
– -$12K -60 Closed
OIS
1548
Okabena Investment Services
Minnesota
– -$2.82K -54 Closed
RDIA
1549
RE Dickinson Investment Advisors
Iowa
– -$10K -51 Closed
SSC
1550
Syverson Strege & Co
Iowa
– -$9.8K -50 Closed
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