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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAWM
1726
Bennett Associates Wealth Management
Pennsylvania
– -$348K -1,540 Closed
PCIG
1727
Partners Capital Investment Group
Massachusetts
– -$325K -1,439 Closed
SAM
1728
Seelaus Asset Management
New Jersey
– -$313K -1,392 Closed
NPT
1729
National Philanthropic Trust
Pennsylvania
– -$314K -1,389 Closed
GPA
1730
Guerra Pan Advisors
New Jersey
– -$295K -1,305 Closed
AWA
1731
Arete Wealth Advisors
Illinois
– -$285K -1,261 Closed
WRPWM
1732
Werba Rubin Papier Wealth Management
California
– -$280K -1,237 Closed
SI
1733
Symmetry Investments
Jersey
– -$268K -1,186 Closed
ST
1734
Sabal Trust
Florida
– -$265K -1,174 Closed
KV
1735
Kickstand Ventures
New York
– -$254K -1,124 Closed
LGF
1736
LGT Group Foundation
Liechtenstein
– -$275K -1,119 -0.6%
EFI
1737
EHP Funds Inc
Canada
– -$249K -1,100 Closed
MAG
1738
MRA Advisory Group
New Jersey
– -$240K -1,060 Closed
CF
1739
Copperwynd Financial
Arizona
– -$232K -1,026 Closed
CA
1740
Cullinan Associates
Kentucky
– -$226K -1,000 Closed
NME
1741
Notis-McConarty Edward
– -$226K -1,000 Closed
TI
1742
Truepoint Inc
Ohio
– -$221K -976 Closed
RIA
1743
Realta Investment Advisors
Delaware
– -$213K -944 Closed
HIC
1744
Hartline Investment Corp
Illinois
– -$208K -922 Closed
SG
1745
StoneX Group
New York
– -$208K -919 Closed
HA
1746
HFG Advisors
Ohio
– -$203K -898 Closed
GWS
1747
Glassman Wealth Services
Virginia
– -$174K -768 Closed
PS
1748
Planned Solutions
California
– -$141K -623 Closed
WTG
1749
West Tower Group
Virginia
– -$135K -599 Closed
TWM
1750
Tradition Wealth Management
Minnesota
– -$121K -535 Closed
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