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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
1801
Snowwater Investment Partners
Connecticut
$226K -$16.6K -51 -7%
GHA
1802
Granite Harbor Advisors
Texas
$225K +$6.85K +21 +3%
MF
1803
Meridian Financial
Massachusetts
$225K – – –
II
1804
Impact Investors
California
$225K -$120K -368 -36%
TIA
1805
Traphagen Investment Advisors
New Jersey
$224K +$215K +658 New
DAM
1806
Delta Asset Management
Tennessee
$224K -$3.26K -10 -1%
RWM
1807
Rockline Wealth Management
New York
$224K – – –
CRA
1808
Clear Retirement Advice
California
$224K – – –
TIA
1809
Tiemann Investment Advisors
California
$223K -$19.6K -60 -8%
KLI
1810
Kelman-Lazarov Inc
Tennessee
$223K – – –
OPCM
1811
Osborne Partners Capital Management
California
$223K +$213K +653 New
EFG
1812
Embree Financial Group
Illinois
$222K +$213K +652 New
HNWA
1813
Henrickson Nauta Wealth Advisors
Michigan
$222K -$8.15K -25 -4%
BIA
1814
Bigelow Investment Advisors
Maine
$221K – – –
FOA
1815
Five Oceans Advisors
California
$221K +$652 +2 +0.3%
TWM
1816
Tradition Wealth Management
Minnesota
$221K +$3.59K +11 +2%
TC
1817
Trust Company
Kansas
$221K – – –
EI
1818
EDMP Inc
Florida
$221K -$133K -407 -39%
HWA
1819
HighRoad Wealth Advisors
Oregon
$220K – – –
QPWM
1820
Quadrant Private Wealth Management
Pennsylvania
$220K -$7.18K -22 -3%
TA
1821
Tactive Advisors
Florida
$219K -$652 -2 -0.3%
SFGM
1822
Stonebridge Financial Group (Missouri)
Missouri
$219K +$209K +642 New
MSA
1823
Marino Stram & Associates
Massachusetts
$219K +$3.59K +11 +2%
NAM
1824
NTV Asset Management
West Virginia
$217K -$4.57K -14 -2%
SRC
1825
Sage Rhino Capital
California
$217K -$3.91K -12 -2%
71 72
73
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