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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1551
Pacifica Partners
Canada
$232K +$19.9K +70 +9%
CC
1552
Climber Capital
Switzerland
$232K +$238K +839 New
BHPW
1553
Beverly Hills Private Wealth
California
$231K +$237K +836 New
MW
1554
MBL Wealth
North Carolina
$231K -$284 -1 -0.1%
SWA
1555
Stratos Wealth Advisors
Ohio
$230K -$11.4K -40 -5%
SWK
1556
Stephen W. Kidder
$229K -$5.68K -20 -2%
BFA
1557
Bragg Financial Advisors
North Carolina
$228K -$28.4K -100 -11%
CFG
1558
Clayton Financial Group
Missouri
$228K -$4.83K -17 -2%
PCM
1559
Poehling Capital Management
Wisconsin
$228K -$9.09K -32 -4%
WMA
1560
Wealth Management Associates
New Jersey
$228K – – –
BIA
1561
Barry Investment Advisors
Massachusetts
$228K -$50K -176 -18%
SM
1562
Salzhauer Michael
$228K – – –
AWA
1563
AGH Wealth Advisors
Kansas
$227K +$233K +822 New
NFC
1564
Northeast Financial Consultants
Connecticut
$227K +$5.96K +21 +3%
AI
1565
Accredited Investors
Minnesota
$227K -$284 -1 -0.1%
BB
1566
Busey Bank
Illinois
$227K -$22.7K -80 -9%
CRIG
1567
Charter Research & Investment Group
Connecticut
$227K – – –
CD
1568
Chapin Davis
Maryland
$226K – – –
WCM
1569
Wedge Capital Management
North Carolina
$225K +$8.23K +29 +4%
FAT
1570
First American Trust
California
$224K +$852 +3 +0.4%
PSP
1571
Principal Street Partners
Tennessee
$224K +$230K +811 New
IF
1572
Intrua Financial
Texas
$224K -$32.7K -115 -12%
CWG
1573
Crown Wealth Group
North Carolina
$224K -$568 -2 -0.2%
TSWM
1574
Triangle Securities Wealth Management
North Carolina
$223K – – –
RA
1575
Rise Advisors
New York
$222K +$852 +3 +0.4%
61 62
63
64 65