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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1676
North Star Investment Management
Illinois
$4.41K – – –
MIM
1677
Macroview Investment Management
Maryland
$4.33K -$8.61K -35 -67%
FCT
1678
First Community Trust
Iowa
$3.89K – – –
CWAF
1679
Core Wealth Advisors (Florida)
Florida
$3.89K +$3.69K +15 New
MIA
1680
MeadowBrook Investment Advisors
Michigan
$3.37K – – –
ATC
1681
Adirondack Trust Company
New York
$2.85K +$2.71K +11 New
GWSA
1682
Global Wealth Strategies & Associates
Colorado
$2.33K – – –
DWA
1683
Delos Wealth Advisors
Texas
$2.07K +$492 +2 +33%
PMFA
1684
Plante Moran Financial Advisors
Michigan
$2.07K -$4.92K -20 -71%
M
1685
MOTCO
Texas
$2.07K – – –
WCM
1686
Westend Capital Management
California
$2.07K +$1.97K +8 New
W
1687
WealthCollab
Washington
$1.81K – – –
HWP
1688
Highline Wealth Partners
California
$1.55K – – –
FSWA
1689
Financial Synergies Wealth Advisors
Texas
$1.55K +$492 +2 +50%
RAM
1690
Riggs Asset Management
Pennsylvania
$1.55K +$1.48K +6 New
PA
1691
PSI Advisors
Florida
$1.3K – – –
CAM
1692
ClariVest Asset Management
California
$1.29K – – –
HGERS
1693
Householder Group Estate & Retirement Specialist
Arizona
$1.04K – – –
HFS
1694
Horizon Financial Services
North Carolina
$1.04K +$983 +4 New
CG
1695
Cutler Group
California
$1K -$139K -565 -99%
MAWCM
1696
Mine & Arao Wealth Creation & Management
California
$778 +$738 +3 New
WA
1697
WestEnd Advisors
North Carolina
$518 +$492 +2 New
DFA
1698
DHJJ Financial Advisors
Illinois
$260 – – –
FGAM
1699
Financial Gravity Asset Management
Texas
$33 -$1.48K -6 Closed
ADEF
1700
Adams Diversified Equity Fund
Maryland
– -$27.6M -122,100 Closed
66 67
68
69 70