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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
876
Sierra Summit Advisors
Nevada
$1.08M +$97.3K +379 +10%
AFG
877
Atomi Financial Group
New York
$1.08M +$438K +1,704 +68%
CCG
878
Ceeto Capital Group
Florida
$1.07M – – –
CPR
879
CSU Producer Resources
Ohio
$1.07M – – –
WC
880
Westhampton Capital
North Carolina
$1.07M – – –
FSA
881
Financial Security Advisor
Virginia
$1.07M -$5.91K -23 -0.5%
MWM
882
MGB Wealth Management
Texas
$1.06M +$17.7K +69 +2%
PP
883
PFS Partners
New Jersey
$1.05M -$68.1K -265 -6%
SWS
884
SYSTM Wealth Solutions
Illinois
$1.05M -$2.91M -11,344 -73%
MCWA
885
Meadow Creek Wealth Advisors
Georgia
$1.05M +$31.1K +121 +3%
FFWA
886
FRG Family Wealth Advisors
Washington
$1.05M – – –
IWM
887
IHT Wealth Management
Illinois
$1.05M +$57.5K +224 +6%
LA
888
Lakeside Advisors
Washington
$1.05M -$30.8K -120 -3%
TCA
889
Transcend Capital Advisors
New Jersey
$1.05M +$28.5K +111 +3%
FFA
890
Farther Finance Advisors
California
$1.05M +$401K +1,562 +61%
FG
891
Fiduciary Group
Georgia
$1.04M +$13.1K +51 +1%
FRA
892
Frank Rimerman Advisors
California
$1.04M +$1.04M +4,046 +11,560%
FCP
893
Fidelis Capital Partners
Florida
$1.04M -$75.2K -293 -7%
EB
894
Emprise Bank
Kansas
$1.03M -$39.5K -154 -4%
MMG
895
Monetary Management Group
Missouri
$1.03M – – –
QOP
896
Quinn Opportunity Partners
Virginia
$1.02M +$1.03M +4,000 New
ACA
897
Aptus Capital Advisors
Alabama
$1.02M +$73.2K +285 +8%
FA
898
FC Advisory
Pennsylvania
$1.01M – – –
MA
899
Montag & Associates
Georgia
$1.01M – – –
CAM
900
Columbia Asset Management
Michigan
$997K +$151K +587 +18%
34 35
36
37 38