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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
951
NVWM LLC
Pennsylvania
$37K +$6.25K +47 +20%
SFPIA
952
Stevens First Principles Investment Advisors
California
$36K -$57.8K -435 -60%
GCM
953
Gables Capital Management
Florida
$36K -$21.4K -161 -37%
SWA
954
Sutton Wealth Advisors
Florida
$34.7K – – –
PCP
955
Proficio Capital Partners
Massachusetts
$34K -$6.64K -50 -16%
SMG
956
Spectrum Management Group
Indiana
$34K – – –
PFO
957
Pathstone Family Office
New Jersey
$32K -$16.2K -122 -33%
FRA
958
Front Row Advisors
California
$32K – – –
SFG
959
Sage Financial Group
Pennsylvania
$32K – – –
B
960
Bridgeworth
Alabama
$31K +$33K +248 New
AIM
961
Arcadia Investment Management
Michigan
$30K – – –
BAM
962
Bruderman Asset Management
New York
$30K – – –
TDC
963
Thompson Davis & Co
Virginia
$28K -$19.9K -150 -40%
AWMS
964
Advocacy Wealth Management Services
Georgia
$28K +$10.4K +78 +55%
IWP
965
Icon Wealth Partners
Texas
$28K +$29K +218 New
AP
966
Atwood & Palmer
Missouri
$27K – – –
HCM
967
Highlander Capital Management
New Jersey
$27K – – –
PGWM
968
Parisi Gray Wealth Management
New Jersey
$26K – – –
CBT
969
Central Bank & Trust
Kentucky
$25K -$28.7K -216 -52%
AWM
970
Aevitas Wealth Management
Massachusetts
$25K -$1.86K -14 -7%
GTAM
971
Global Trust Asset Management
Florida
$25K – – –
BL
972
Balentine LLC
Georgia
$25K +$25.6K +193 New
OFS
973
Orrstown Financial Services
Pennsylvania
$24K – – –
HT
974
Heritage Trust
Oklahoma
$24K +$3.32K +25 +15%
OSNBOA
975
Old Second National Bank of Aurora
Illinois
$23K – – –
37 38
39
40 41