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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
926
1776 Wealth
Georgia
$568K +$7.07K +34 +1%
AIA
927
Angeles Investment Advisors
California
$567K +$533K +2,560 New
FMWA
928
Forvis Mazars Wealth Advisors
Missouri
$564K -$7.28K -35 -1%
CA
929
CoreCap Advisors
Michigan
$561K +$529K +2,544 New
PPG
930
Peak Planning Group
Colorado
$558K +$277K +1,333 +112%
EHC
931
Everett Harris & Co
California
$557K – – –
CWA
932
Clearview Wealth Advisors
Oregon
$556K -$624 -3 -0.1%
1SB
933
1ST Source Bank
Indiana
$553K -$416 -2 -0.1%
ONGA
934
O'Neil Global Advisors
California
$552K +$520K +2,500 New
PCP
935
Proficio Capital Partners
Massachusetts
$552K -$3.75K -18 -0.7%
NEGWA
936
New England Guild Wealth Advisors
Connecticut
$550K – – –
JWCA
937
J.W. Cole Advisors
Florida
$547K -$208 -1 -0%
GWM
938
GSB Wealth Management
Connecticut
$546K +$832 +4 +0.2%
IWA
939
Intercontinental Wealth Advisors
Texas
$545K -$11K -53 -2%
HIM
940
Hillsdale Investment Management
Ontario, Canada
$545K -$83.2K -400 -14%
JIC
941
Joel Isaacson & Co
New York
$540K +$20.8K +100 +4%
TSW
942
Thompson Siegel & Walmsley
Virginia
$538K – – –
ARG
943
Advisory Resource Group
Oklahoma
$536K +$506K +2,430 New
VBCG
944
Valley Brook Capital Group
Pennsylvania
$532K – – –
ACM
945
Allred Capital Management
Texas
$528K +$7.28K +35 +1%
PFBT
946
Parkside Financial Bank & Trust
Missouri
$527K -$2.91K -14 -0.6%
AF
947
Apexium Financial
Texas
$527K -$7.07K -34 -1%
SIG
948
Sky Investment Group
Connecticut
$525K +$6.45K +31 +1%
CFFP
949
Center for Financial Planning
Michigan
$524K +$52.4K +252 +12%
FCCM
950
First City Capital Management
Georgia
$519K – – –
36 37
38
39 40