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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
801
Parallel Advisors
California
$1.86M +$57K +198 +3%
SAW
802
Signal Advisors Wealth
Michigan
$1.86M +$1.84M +6,408 New
SIA
803
Schear Investment Advisers
Ohio
$1.84M -$13.2K -46 -0.7%
NWMG
804
Nicholson Wealth Management Group
South Carolina
$1.81M +$58.7K +204 +3%
QWM
805
Quadcap Wealth Management
Texas
$1.81M -$17.3K -60 -1%
BIM
806
Baldwin Investment Management
Pennsylvania
$1.81M -$7.19K -25 -0.4%
CCP
807
Cunning Capital Partners
North Carolina
$1.8M – – –
FA
808
Faithward Advisors
Pennsylvania
$1.79M -$2.59K -9 -0.1%
IC
809
Inscription Capital
Texas
$1.79M -$295K -1,025 -14%
LHC
810
Little House Capital
Massachusetts
$1.79M +$1.1M +3,830 +164%
SCA
811
Snowden Capital Advisors
New York
$1.78M +$57.3K +199 +3%
TDC
812
Thompson Davis & Co
Virginia
$1.77M – – –
FMTC
813
Farmers & Merchants Trust Company
California
$1.77M +$1.75M +6,095 New
EB
814
Eastern Bank
Massachusetts
$1.76M +$6.33K +22 +0.4%
RMC
815
Resources Management Corp
Connecticut
$1.75M – – –
FFA
816
Farther Finance Advisors
California
$1.75M +$584K +2,031 +51%
WPC
817
Wedmont Private Capital
Pennsylvania
$1.75M +$78.3K +272 +5%
EGA
818
Eagle Global Advisors
Texas
$1.74M – – –
M1FG
819
Mach-1 Financial Group
Arkansas
$1.73M -$213K -739 -11%
DFG
820
Demars Financial Group
Washington
$1.71M -$4.24M -14,749 -71%
ACM
821
AlphaStar Capital Management
North Carolina
$1.7M +$195K +678 +13%
ICP
822
Impact Capital Partners
Colorado
$1.7M +$31.7K +110 +2%
JAG
823
Journey Advisory Group
Kentucky
$1.69M – – –
BPCE
824
Bank Pictet & Cie (Europe)
Germany
$1.68M +$234K +813 +16%
VA
825
Valmark Advisers
Ohio
$1.68M +$27.3K +95 +2%
31 32
33
34 35