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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1526
Novem Group
New York
$255K -$11.9K -43 -5%
FA
1527
Fiduciary Alliance
South Carolina
$255K +$235K +844 New
WWM
1528
WT Wealth Management
Arizona
$254K – – –
MWA
1529
Midland Wealth Advisors
Illinois
$254K -$10.8K -39 -4%
RA
1530
Rise Advisors
New York
$254K +$10.3K +37 +5%
KCM
1531
Kathmere Capital Management
Pennsylvania
$253K +$19.7K +71 +9%
FI
1532
Financial Insights
Washington
$253K +$233K +837 New
BB
1533
Busey Bank
Illinois
$252K +$3.61K +13 +2%
SWK
1534
Stephen W. Kidder
$251K – – –
AL
1535
Aspiriant LLC
California
$250K -$6.95K -25 -3%
LJAC
1536
L.J. Altfest & Co
New York
$250K -$244K -878 -51%
BIA
1537
Barry Investment Advisors
Massachusetts
$249K +$278 +1 +0.1%
BFA
1538
Bragg Financial Advisors
North Carolina
$249K -$556 -2 -0.2%
SM
1539
Salzhauer Michael
$249K – – –
RB
1540
Rodgers Brothers
Pennsylvania
$249K +$6.39K +23 +3%
MMM
1541
Mendel Money Management
Illinois
$248K -$18.1K -65 -7%
AWA
1542
AGH Wealth Advisors
Kansas
$248K -$556 -2 -0.2%
PCM
1543
Poehling Capital Management
Wisconsin
$248K -$1.39K -5 -0.6%
CRIG
1544
Charter Research & Investment Group
Connecticut
$248K – – –
LG
1545
Leuthold Group
Minnesota
$247K -$5.33M -19,199 -96%
WCM
1546
Wedge Capital Management
North Carolina
$246K – – –
SWA
1547
Stratos Wealth Advisors
Ohio
$246K -$5.83K -21 -3%
FAT
1548
First American Trust
California
$245K -$278 -1 -0.1%
PSP
1549
Principal Street Partners
Tennessee
$245K – – –
ALC
1550
Alexander Labrunerie & Co
Missouri
$245K +$19.2K +69 +9%
60 61
62
63 64