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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1826
Perennial Investment Advisors
California
$216K +$3.26K +10 +2%
LCM
1827
Leisure Capital Management
California
$216K – – –
MP
1828
McDonald Partners
Ohio
$216K -$20.2K -62 -9%
IFS
1829
Ifrah Financial Services
Arkansas
$216K -$2.28K -7 -1%
GHAM
1830
Gilman Hill Asset Management
Connecticut
$216K – – –
AF
1831
Apollon Financial
South Carolina
$214K +$205K +628 New
SI
1832
Seeds Investor
New York
$213K +$204K +626 New
OHIS
1833
Oak Harvest Investment Services
Texas
$213K – – –
FBFS
1834
First Business Financial Services
Wisconsin
$213K +$3.59K +11 +2%
TNBTD
1835
Trustmark National Bank Trust Department
Mississippi
$213K +$204K +625 New
CSW
1836
Cogent Strategic Wealth
Illinois
$212K -$14.4K -44 -7%
VDC
1837
Van Diest Capital
Iowa
$210K -$47.3K -145 -19%
SAM
1838
Sawgrass Asset Management
Florida
$210K -$52.5K -161 -21%
B
1839
Barings
North Carolina
$209K +$200K +614 New
KRW
1840
Kaufman Rossin Wealth
Florida
$209K +$196K +601 New
SWGC
1841
Summit Wealth Group (Colorado)
Colorado
$208K +$199K +611 New
BCI
1842
Blue Capital Inc
Nebraska
$208K +$199K +611 New
WW
1843
Westshore Wealth
California
$208K +$199K +610 New
CT
1844
Colonial Trust
South Carolina
$207K +$2.94K +9 +2%
TC
1845
TAGStone Capital
North Carolina
$206K +$197K +604 New
SWRP
1846
Summit Wealth & Retirement Planning
California
$206K +$197K +605 New
TW
1847
Traveka Wealth
California
$206K +$197K +604 New
TP
1848
Tranquility Partners
Tennessee
$205K +$197K +603 New
ANBT
1849
American National Bank & Trust
Texas
$205K – – –
ACM
1850
Adalta Capital Management
New York
$205K +$196K +600 New
72 73
74
75 76