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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1726
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.8K +$1.42K +5 +3%
RCM
1727
Raleigh Capital Management
North Carolina
$50.6K -$1.42K -5 -3%
CFGS
1728
Concourse Financial Group Securities
Alabama
$50.4K -$23.3K -82 -30%
AFG
1729
Albion Financial Group
Utah
$49.6K +$40.9K +144 +411%
HWA
1730
HHM Wealth Advisors
Tennessee
$49.5K -$42K -148 -45%
JFA
1731
JNBA Financial Advisors
Minnesota
$49.5K – – –
MSG
1732
Main Street Group
Virginia
$48.6K – – –
CCM
1733
Chilton Capital Management
Texas
$46.4K -$8.52K -30 -15%
MSWA
1734
Marshall & Sterling Wealth Advisors
New York
$45.8K +$47.1K +166 New
CT
1735
Caldwell Trust
Florida
$45.3K -$175K -618 -79%
UOTTAIMCU
1736
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$45.3K – – –
FUBT
1737
First United Bank & Trust
Maryland
$45K – – –
BSB
1738
Bangor Savings Bank
Maine
$44.8K – – –
HC
1739
Hurley Capital
New York
$44K +$45.2K +159 New
OA
1740
Operose Advisors
Wisconsin
$43.9K -$76.7K -270 -63%
AIC
1741
Archer Investment Corporation
Indiana
$43.9K – – –
S
1742
Sachetta
Massachusetts
$43.4K -$17.9K -63 -29%
FLP
1743
Financial Life Planners
Arizona
$42.7K +$43.7K +154 New
HCM
1744
Hollencrest Capital Management
California
$42K – – –
MAM
1745
Meeder Asset Management
Ohio
$41.7K -$65.6K -231 -60%
IFS
1746
Intelligent Financial Strategies
Minnesota
$41.2K – – –
BFPW
1747
BOK Financial Private Wealth
Colorado
$39.9K +$1.99K +7 +5%
CP
1748
Castleview Partners
Texas
$39.5K +$2.27K +8 +6%
WA
1749
Whipplewood Advisors
Colorado
$39.5K +$40.6K +143 New
EWP
1750
Elevation Wealth Partners
California
$38.7K – – –
68 69
70
71 72