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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
926
Elevate Capital Advisors
Colorado
$1.52M -$168K -525 -10%
CF
927
Centaurus Financial
California
$1.52M -$18K -56 -1%
LOWM
928
Laurel Oak Wealth Management
New Jersey
$1.51M -$4.81K -15 -0.3%
MDA
929
Minot DeBlois Advisors
Massachusetts
$1.51M +$4.81K +15 +0.3%
ACL
930
Applied Capital LLC
Florida
$1.5M +$86.6K +270 +6%
WETS
931
Wealth Enhancement Trust Services
South Dakota
$1.49M +$1.44M +4,484 +5,038%
TPCW
932
TD Private Client Wealth
New York
$1.49M -$28.9K -90 -2%
BCM
933
Brookstone Capital Management
Illinois
$1.49M +$8.98K +28 +0.6%
DDC
934
DF Dent & Co
Maryland
$1.48M +$96.3K +300 +7%
CIA
935
Caerus Investment Advisors
Texas
$1.48M -$568K -1,770 -28%
WWM
936
Wolff Wiese Magana
California
$1.48M +$1.45M +4,524 +90,480%
BWG
937
Berry Wealth Group
Texas
$1.47M -$66.7K -208 -4%
CCG
938
Ceeto Capital Group
Florida
$1.47M – – –
ARG
939
Advisory Resource Group
Oklahoma
$1.47M -$47.2K -147 -3%
API
940
Asset Planning Inc
California
$1.46M +$4.49K +14 +0.3%
CB
941
CNB Bank
Pennsylvania
$1.46M +$9.63K +30 +0.7%
JSW
942
Journey Strategic Wealth
New Jersey
$1.46M +$237K +739 +20%
HA
943
Huntleigh Advisors
Missouri
$1.45M +$29.5K +92 +2%
RZH
944
Relyea Zuckerberg Hanson
Connecticut
$1.45M +$84.4K +263 +6%
BWM
945
BKM Wealth Management
Wisconsin
$1.45M -$108K -336 -7%
NG
946
Northstar Group
New York
$1.44M +$46.5K +145 +3%
CNC
947
Canandaigua National Corp
New York
$1.44M +$1.41M +4,408 New
MWM
948
Modern Wealth Management
Kansas
$1.43M +$512K +1,595 +57%
FM
949
Foster & Motley
Ohio
$1.43M +$18.9K +59 +1%
TCWM
950
Total Clarity Wealth Management
Illinois
$1.42M +$37.2K +116 +3%
36 37
38
39 40