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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1801
Tiemann Investment Advisors
California
$223K -$19.6K -60 -8%
KLI
1802
Kelman-Lazarov Inc
Tennessee
$223K – – –
OPCM
1803
Osborne Partners Capital Management
California
$223K +$213K +653 New
EFG
1804
Embree Financial Group
Illinois
$222K +$213K +652 New
HNWA
1805
Henrickson Nauta Wealth Advisors
Michigan
$222K -$8.15K -25 -4%
BIA
1806
Bigelow Investment Advisors
Maine
$221K – – –
FOA
1807
Five Oceans Advisors
California
$221K +$652 +2 +0.3%
TWM
1808
Tradition Wealth Management
Minnesota
$221K +$3.59K +11 +2%
TC
1809
Trust Company
Kansas
$221K – – –
EI
1810
EDMP Inc
Florida
$221K -$133K -407 -39%
HWA
1811
HighRoad Wealth Advisors
Oregon
$220K – – –
QPWM
1812
Quadrant Private Wealth Management
Pennsylvania
$220K -$7.18K -22 -3%
TA
1813
Tactive Advisors
Florida
$219K -$652 -2 -0.3%
SFGM
1814
Stonebridge Financial Group (Missouri)
Missouri
$219K +$209K +642 New
MSA
1815
Marino Stram & Associates
Massachusetts
$219K +$3.59K +11 +2%
NAM
1816
NTV Asset Management
West Virginia
$217K -$4.57K -14 -2%
SRC
1817
Sage Rhino Capital
California
$217K -$3.91K -12 -2%
PIA
1818
Perennial Investment Advisors
California
$216K +$3.26K +10 +2%
LCM
1819
Leisure Capital Management
California
$216K – – –
MP
1820
McDonald Partners
Ohio
$216K -$20.2K -62 -9%
IFS
1821
Ifrah Financial Services
Arkansas
$216K -$2.28K -7 -1%
GHAM
1822
Gilman Hill Asset Management
Connecticut
$216K – – –
AF
1823
Apollon Financial
South Carolina
$214K +$205K +628 New
SI
1824
Seeds Investor
New York
$213K +$204K +626 New
OHIS
1825
Oak Harvest Investment Services
Texas
$213K – – –
71 72
73
74 75