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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1551
Climber Capital
Switzerland
$232K +$238K +839 New
BHPW
1552
Beverly Hills Private Wealth
California
$231K +$237K +836 New
MW
1553
MBL Wealth
North Carolina
$231K -$284 -1 -0.1%
SWA
1554
Stratos Wealth Advisors
Ohio
$230K -$11.4K -40 -5%
SWK
1555
Stephen W. Kidder
$229K -$5.68K -20 -2%
BFA
1556
Bragg Financial Advisors
North Carolina
$228K -$28.4K -100 -11%
CFG
1557
Clayton Financial Group
Missouri
$228K -$4.83K -17 -2%
PCM
1558
Poehling Capital Management
Wisconsin
$228K -$9.09K -32 -4%
WMA
1559
Wealth Management Associates
New Jersey
$228K – – –
BIA
1560
Barry Investment Advisors
Massachusetts
$228K -$50K -176 -18%
SM
1561
Salzhauer Michael
$228K – – –
AWA
1562
AGH Wealth Advisors
Kansas
$227K +$233K +822 New
NFC
1563
Northeast Financial Consultants
Connecticut
$227K +$5.96K +21 +3%
AI
1564
Accredited Investors
Minnesota
$227K -$284 -1 -0.1%
BB
1565
Busey Bank
Illinois
$227K -$22.7K -80 -9%
CRIG
1566
Charter Research & Investment Group
Connecticut
$227K – – –
CD
1567
Chapin Davis
Maryland
$226K – – –
WCM
1568
Wedge Capital Management
North Carolina
$225K +$8.23K +29 +4%
FAT
1569
First American Trust
California
$224K +$852 +3 +0.4%
PSP
1570
Principal Street Partners
Tennessee
$224K +$230K +811 New
IF
1571
Intrua Financial
Texas
$224K -$32.7K -115 -12%
CWG
1572
Crown Wealth Group
North Carolina
$224K -$568 -2 -0.2%
TSWM
1573
Triangle Securities Wealth Management
North Carolina
$223K – – –
RA
1574
Rise Advisors
New York
$222K +$852 +3 +0.4%
FBT
1575
First Bank & Trust
South Dakota
$222K -$45.2K -159 -17%
61 62
63
64 65