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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1701
Kozak & Associates
Colorado
$29.3K +$27.4K +100 New
FMTCOCP
1702
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
GCS
1703
Gordian Capital (Singapore)
Singapore
$28.8K +$27.4K +100 New
RP
1704
Raelipskie Partnership
Ontario, Canada
$28.8K +$27.4K +100 New
LWANC
1705
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.6K – – –
CHC
1706
City Holding Co
West Virginia
$28.5K -$274 -1 -1%
BGC
1707
Beutel, Goodman & Co
Ontario, Canada
$28K +$27.4K +100 New
AWM
1708
Abound Wealth Management
Tennessee
$28K +$8.5K +31 +47%
CA
1709
Continuum Advisory
Idaho
$27.8K +$9.6K +35 +56%
FP
1710
Financial Perspectives
Minnesota
$27.1K – – –
PCMC
1711
Planning Capital Management Corporation
Pennsylvania
$26K -$32.6K -119 -57%
CAL
1712
Capital Advisors Ltd
Ohio
$25K +$1.65K +6 +7%
CT
1713
Clearstead Trust
Maine
$23.1K – – –
RWM
1714
Reston Wealth Management
Virginia
$22.3K +$21.1K +77 New
CH
1715
Canton Hathaway
Rhode Island
$22K +$20.8K +76 New
CTWM
1716
Cherry Tree Wealth Management
Minnesota
$21.9K – – –
AS
1717
Altshuler Shaham
Israel
$21.3K +$20.3K +74 New
NBT
1718
Northwest Bank & Trust
Iowa
$20.8K – – –
TCA
1719
Trifecta Capital Advisors
Illinois
$20.5K +$14.8K +54 +318%
MWM
1720
Mascoma Wealth Management
New Hampshire
$19.9K – – –
MFG
1721
Mendota Financial Group
Wisconsin
$19K +$274 +1 +2%
TFA
1722
Toth Financial Advisory
Virginia
$18.7K – – –
ITFISA
1723
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$18.7K -$6.58K -24 -27%
LFA
1724
Legend Financial Advisors
Pennsylvania
$18.2K -$21.4K -78 -55%
NCM
1725
Northwest Capital Management
Oregon
$17K – – –
67 68
69
70 71