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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2001
Sargent Investment Group
Maryland
– -$250K -927 Closed
BOH
2002
Bank of Hawaii
Hawaii
– -$266K -917 Closed
EL
2003
Essex LLC
Illinois
– -$265K -916 Closed
TA
2004
TFB Advisors
Kansas
– -$264K -912 Closed
SWK
2005
Stephen W. Kidder
– -$258K -890 Closed
KIC
2006
Kensington Investment Counsel
California
– -$255K -880 Closed
MPM
2007
MBB Public Markets
Illinois
– -$255K -879 Closed
LG
2008
LaFleur & Godfrey
Michigan
– -$251K -868 Closed
NG
2009
Novem Group
New York
– -$240K -828 Closed
FAG
2010
Fortitude Advisory Group
Washington
– -$239K -824 Closed
MCM
2011
Morton Capital Management
California
– -$235K -809 Closed
GPW
2012
Gentry Private Wealth
Kansas
– -$234K -807 Closed
SWA
2013
Stratos Wealth Advisors
Ohio
– -$234K -806 Closed
CCFM
2014
Clear Creek Financial Management
Washington
– -$230K -795 Closed
ML
2015
McAdam LLC
Pennsylvania
– -$226K -780 Closed
PCM
2016
Prelude Capital Management
New York
– -$219K -756 Closed
WCA
2017
Westover Capital Advisors
Delaware
– -$217K -750 Closed
EL
2018
EWA LLC
Pennsylvania
– -$212K -732 Closed
AGC
2019
Aspen Grove Capital
Colorado
– -$209K -718 Closed
BBA
2020
BLB&B Advisors
Pennsylvania
– -$206K -712 Closed
WI
2021
Westbourne Investments
Virginia
– -$205K -708 Closed
CFGW
2022
Chancellor Financial Group WB
Pennsylvania
– -$204K -705 Closed
SSW
2023
Smith Shellnut Wilson
Mississippi
– -$203K -700 Closed
SC
2024
Sapient Capital
Indiana
– -$203K -697 Closed
FOA
2025
Five Oceans Advisors
California
– -$200K -691 Closed
79 80
81
82 83