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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1551
GHP Investment Advisors
Colorado
$256K +$24.7K +86 +11%
CA
1552
Continuum Advisory
Idaho
$256K +$208K +724 +450%
CA
1553
Cullinan Associates
Kentucky
$256K – – –
GAA
1554
Global Assets Advisory
Florida
$255K +$254K +881 New
KIC
1555
Kensington Investment Counsel
California
$255K – – –
MPM
1556
MBB Public Markets
Illinois
$255K -$57.8K -201 -19%
PP
1557
Pacifica Partners
Canada
$254K +$11.5K +40 +5%
LJAC
1558
L.J. Altfest & Co
New York
$253K +$13.2K +46 +6%
JFG
1559
Jefferies Financial Group
New York
$253K – – –
QFW
1560
QTR Family Wealth
Florida
$252K +$251K +871 New
AHL
1561
Abel Hall LLC
Louisiana
$252K -$1.15K -4 -0.5%
LG
1562
LaFleur & Godfrey
Michigan
$251K -$28.8K -100 -10%
CW
1563
CreativeOne Wealth
Kansas
$251K +$16.1K +56 +7%
EM
1564
Excalibur Management
Massachusetts
$251K +$863 +3 +0.3%
SIG
1565
Sargent Investment Group
Maryland
$250K -$72.2K -251 -21%
NRC
1566
New Republic Capital
North Carolina
$250K +$14.7K +51 +6%
OL
1567
Optas LLC
Texas
$249K +$2.01K +7 +0.8%
BMO
1568
Beck Mack & Oliver
New York
$249K – – –
RFS
1569
Richardson Financial Services
Massachusetts
$247K +$141K +491 +135%
GA
1570
Goldstein Advisors
Wisconsin
$246K -$437K -1,519 -64%
BL
1571
Balentine LLC
Georgia
$246K +$17K +59 +7%
FBC
1572
Fairfield, Bush & Co
Connecticut
$245K -$4.32K -15 -2%
PCM
1573
Princeton Capital Management
New Jersey
$244K +$22.4K +78 +10%
WWM
1574
WT Wealth Management
Arizona
$244K – – –
FAT
1575
First American Trust
California
$244K +$8.63K +30 +4%
61 62
63
64 65