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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1751
Invera Wealth Advisors
Oregon
– -$966K -3,936 Closed
EP
1752
Edgestream Partners
New Jersey
– -$984K -3,797 Closed
AIM
1753
Aigen Investment Management
New York
– -$937K -3,616 Closed
PPP
1754
Private Portfolio Partners
New Jersey
– -$821K -3,167 Closed
AAG
1755
Accordant Advisory Group
Maryland
– -$741K -2,859 Closed
NP
1756
Ninepoint Partners
Ontario, Canada
– -$739K -2,852 Closed
SC
1757
SRB Corp
Massachusetts
– -$709K -2,735 Closed
FMWA
1758
Forvis Mazars Wealth Advisors
Missouri
– -$656K -2,533 Closed
BCP
1759
Blackhawk Capital Partners
Wisconsin
– -$583K -2,249 Closed
CM
1760
Capula Management
Cayman Islands
– -$578K -2,231 Closed
ALAM
1761
Asahi Life Asset Management
Japan
– -$496K -1,915 Closed
EW
1762
Evoke Wealth
California
– -$441K -1,696 Closed
FDS
1763
First Dallas Securities
Texas
– -$389K -1,500 Closed
NWMG
1764
National Wealth Management Group
Ohio
– -$377K -1,453 Closed
BP
1765
BBR Partners
New York
– -$332K -1,280 Closed
WPC
1766
Waters Parkerson & Co
Louisiana
– -$326K -1,259 Closed
DWA
1767
Delap Wealth Advisory
Oregon
– -$314K -1,213 Closed
DA
1768
DCM Advisors
New York
– -$311K -1,202 Closed
OA
1769
Oxbow Advisors
Texas
– -$298K -1,150 Closed
PWM
1770
Power Wealth Management
Georgia
– -$290K -1,118 Closed
MC
1771
Machina Capital
France
– -$286K -1,103 Closed
NJBEST
1772
New Jersey Better Educational Savings Trust
New Jersey
– -$285K -1,100 Closed
DFCM
1773
Dark Forest Capital Management
Puerto Rico
– -$283K -1,092 Closed
AL
1774
Aspiriant LLC
California
– -$271K -1,047 Closed
NL
1775
NWAM LLC
Washington
– -$223K -885 Closed
69 70
71
72 73