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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1826
First Business Financial Services
Wisconsin
$213K +$3.59K +11 +2%
TNBTD
1827
Trustmark National Bank Trust Department
Mississippi
$213K +$204K +625 New
CSW
1828
Cogent Strategic Wealth
Illinois
$212K -$14.4K -44 -7%
VDC
1829
Van Diest Capital
Iowa
$210K -$47.3K -145 -19%
SAM
1830
Sawgrass Asset Management
Florida
$210K -$52.5K -161 -21%
B
1831
Barings
North Carolina
$209K +$200K +614 New
KRW
1832
Kaufman Rossin Wealth
Florida
$209K +$196K +601 New
SWGC
1833
Summit Wealth Group (Colorado)
Colorado
$208K +$199K +611 New
BCI
1834
Blue Capital Inc
Nebraska
$208K +$199K +611 New
WW
1835
Westshore Wealth
California
$208K +$199K +610 New
CT
1836
Colonial Trust
South Carolina
$207K +$2.94K +9 +2%
TC
1837
TAGStone Capital
North Carolina
$206K +$197K +604 New
SWRP
1838
Summit Wealth & Retirement Planning
California
$206K +$197K +605 New
TW
1839
Traveka Wealth
California
$206K +$197K +604 New
TP
1840
Tranquility Partners
Tennessee
$205K +$197K +603 New
ANBT
1841
American National Bank & Trust
Texas
$205K – – –
ACM
1842
Adalta Capital Management
New York
$205K +$196K +600 New
BP
1843
Broadleaf Partners
Ohio
$205K +$196K +601 New
CPSC
1844
Carl P. Sherr & Co
Massachusetts
$205K +$196K +601 New
AG
1845
AmeriFlex Group
Nevada
$205K +$10.8K +33 +6%
AFT
1846
Alpha Family Trust
California
$204K +$196K +600 New
BSI
1847
Bennett Selby Investments
Maine
$204K +$196K +600 New
CAS
1848
CTC Alternative Strategies
Illinois
$204K +$196K +600 New
XF
1849
XML Financial
Maryland
$204K +$196K +600 New
CBT
1850
CoreFirst Bank & Trust
Kansas
$204K – – –
72 73
74
75 76