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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
951
First Citizens Bank & Trust
North Carolina
$1.6M -$5.22K -16 -0.3%
AWA
952
Ark Wealth Advisors
California
$1.59M +$111K +339 +8%
LPT
953
Legacy Private Trust
Wisconsin
$1.59M -$62K -190 -4%
MDA
954
Minot DeBlois Advisors
Massachusetts
$1.58M +$5.54K +17 +0.4%
BCM
955
Brookstone Capital Management
Illinois
$1.58M +$20.9K +64 +1%
AFA
956
AA Financial Advisors
Ohio
$1.57M -$211K -646 -12%
ACL
957
Applied Capital LLC
Florida
$1.57M – – –
WC
958
Westerkirk Capital
$1.57M +$1.5M +4,600 New
BWM
959
BKM Wealth Management
Wisconsin
$1.57M +$47.9K +147 +3%
CIA
960
Caerus Investment Advisors
Texas
$1.56M +$11.7K +36 +0.8%
C
961
Certuity
Florida
$1.56M +$120K +367 +9%
LOWM
962
Laurel Oak Wealth Management
New Jersey
$1.55M -$22.5K -69 -1%
CF
963
Centaurus Financial
California
$1.55M -$31.6K -97 -2%
AWM
964
Axxcess Wealth Management
California
$1.54M +$1.48M +4,528 New
DDC
965
DF Dent & Co
Maryland
$1.54M -$8.15K -25 -0.6%
CNBT
966
Canandaigua National Bank & Trust
New York
$1.54M +$1.47M +4,518 New
SAI
967
Savvy Advisors Inc
New York
$1.54M +$64.6K +198 +5%
CCG
968
Ceeto Capital Group
Florida
$1.53M – – –
PPW
969
Parcion Private Wealth
Washington
$1.52M +$88.7K +272 +6%
BWG
970
Berry Wealth Group
Texas
$1.52M -$19.6K -60 -1%
HDA
971
Harold Davidson & Associates
California
$1.51M +$27.7K +85 +2%
CAMG
972
CWA Asset Management Group
Florida
$1.51M +$687K +2,105 +91%
LFA
973
Legacy Financial Advisors
Kentucky
$1.5M +$24.5K +75 +2%
API
974
Asset Planning Inc
California
$1.5M -$32K -98 -2%
ANTB
975
AMG National Trust Bank
Colorado
$1.5M +$143K +438 +11%
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