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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1551
Zullo Investment Group
Pennsylvania
– -$201K -913 Closed
FBC
1552
Fairfield, Bush & Co
Connecticut
– -$201K -912 Closed
GAM
1553
Gould Asset Management
California
– -$201K -911 Closed
MC
1554
Maverick Capital
Texas
– -$201K -911 Closed
SAM
1555
Silvercrest Asset Management
New York
– -$201K -911 Closed
AC
1556
Avestar Capital
New York
– -$201K -909 Closed
CT
1557
Columbia Trust
Oregon
– -$200K -907 Closed
HFM
1558
Harvest Fund Management
China
– -$152K -691 Closed
OWA
1559
One Wealth Advisors
California
– -$137K -619 Closed
HNWAG
1560
High Net Worth Advisory Group
Florida
– -$74.1K -336 Closed
PFC
1561
Phocas Financial Corp
California
– -$61.8K -280 Closed
MFG
1562
MidWestOne Financial Group
Iowa
– -$2.25M -264 Closed
MPCL
1563
My Personal CFO LLC
Washington
– -$49.4K -224 Closed
FPFS
1564
First Personal Financial Services
North Carolina
– -$46.8K -212 Closed
FA
1565
Fiduciary Alliance
South Carolina
– -$43.5K -197 Closed
DWP
1566
Destiny Wealth Partners
Florida
– -$29.1K -132 Closed
MUMSS
1567
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$22K -100 Closed
AIM
1568
Arcadia Investment Management
Michigan
– -$12.8K -58 Closed
SC
1569
Sierra Capital
Florida
– -$10K -44 Closed
CG
1570
Cutler Group
California
– -$9.04K -43 Closed
MS
1571
Madden Securities
Texas
– -$7.72K -35 Closed
BA
1572
Bellwether Advisors
Nebraska
– -$6.18K -28 Closed
RWM
1573
Ruedi Wealth Management
Illinois
– -$6.18K -28 Closed
EE
1574
EWG Elevate
California
– -$3.09K -14 Closed
LSA
1575
Lansing Street Advisors
Pennsylvania
– -$2.65K -12 Closed
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