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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
976
Berry Wealth Group
Texas
$1.52M -$19.6K -60 -1%
HDA
977
Harold Davidson & Associates
California
$1.51M +$27.7K +85 +2%
CAMG
978
CWA Asset Management Group
Florida
$1.51M +$687K +2,105 +91%
LFA
979
Legacy Financial Advisors
Kentucky
$1.5M +$24.5K +75 +2%
API
980
Asset Planning Inc
California
$1.5M -$32K -98 -2%
ANTB
981
AMG National Trust Bank
Colorado
$1.5M +$143K +438 +11%
HA
982
Huntleigh Advisors
Missouri
$1.49M -$28.4K -87 -2%
MCWA
983
Meadow Creek Wealth Advisors
Georgia
$1.48M -$3.59K -11 -0.3%
DI
984
Disciplined Investors
Texas
$1.47M +$326 +1 +0%
PA
985
Procyon Advisors
Connecticut
$1.47M -$116K -357 -8%
PVI
986
Pine Valley Investments
New Jersey
$1.45M -$17.6K -54 -1%
RZH
987
Relyea Zuckerberg Hanson
Connecticut
$1.45M -$64.6K -198 -4%
IP
988
Indivisible Partners
Florida
$1.45M +$180K +551 +15%
AFM
989
Abbot Financial Management
Massachusetts
$1.44M +$5.54K +17 +0.4%
FM
990
Foster & Motley
Ohio
$1.44M -$45.7K -140 -3%
VCP
991
Verus Capital Partners
Arizona
$1.43M +$29.7K +91 +2%
WC
992
Westhampton Capital
North Carolina
$1.43M – – –
FG
993
Fiduciary Group
Georgia
$1.43M -$46.6K -143 -3%
SAM
994
Shikiar Asset Management
New York
$1.42M -$498K -1,526 -27%
DM
995
Delphi Management
Massachusetts
$1.41M +$63.9K +196 +5%
VWM
996
Venturi Wealth Management
Texas
$1.41M +$261K +800 +24%
CGPCS
997
Capital Group Private Client Services
California
$1.41M -$514K -1,577 -28%
NA
998
Nordwand Advisors
Pennsylvania
$1.4M +$519K +1,590 +63%
ARG
999
Advisory Resource Group
Oklahoma
$1.4M -$128K -392 -9%
TAM
1000
Trust Asset Management
Texas
$1.4M -$24.5K -75 -2%
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