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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
976
Center for Financial Planning
Michigan
$146K +$10.5K +75 +9%
RPWA
977
Regent Peak Wealth Advisors
Georgia
$145K +$132K +940 New
CCA
978
Childress Capital Advisors
Texas
$144K +$131K +937 New
ME
979
McIlrath & Eck
Washington
$136K – – –
IBOK
980
Independence Bank of Kentucky
Kentucky
$131K +$17.5K +125 +17%
BAM
981
Barrett Asset Management
New York
$129K -$37.1K -265 -24%
FHA
982
First Horizon Advisors
Tennessee
$128K -$439K -3,131 -79%
SSB
983
Sandy Spring Bank
Maryland
$128K – – –
PCM
984
Penserra Capital Management
California
$128K +$26.4K +188 +29%
CI
985
CX Institutional
Indiana
$126K +$46.4K +331 +68%
SFO
986
Standard Family Office
South Dakota
$125K +$114K +814 New
PWM
987
Perigon Wealth Management
California
$123K +$112K +801 New
RCA
988
Ranch Capital Advisors
Florida
$122K -$5.33K -38 -5%
EIM
989
Essex Investment Management
Massachusetts
$121K -$7.01K -50 -6%
MCM
990
Manchester Capital Management
Vermont
$121K +$7.99K +57 +8%
AIL
991
AGF Investments LLC
Ontario, Canada
$118K +$107K +765 New
OC
992
Oakworth Capital
Alabama
$115K -$20K -143 -16%
EA
993
Elm Advisors
California
$108K +$98.4K +702 New
CHA
994
Carmichael Hill & Associates
Maryland
$106K – – –
PB
995
Pinnacle Bancorp
Nebraska
$104K – – –
CBT
996
CoreFirst Bank & Trust
Kansas
$104K +$94.6K +675 New
VFA
997
Valeo Financial Advisors
Indiana
$101K -$42.2K -301 -31%
BAM
998
Belpointe Asset Management
Nevada
$101K +$92.1K +657 New
M1FG
999
Mach-1 Financial Group
Arkansas
$101K +$92.1K +657 New
FCB
1000
First Command Bank
Texas
$100K +$37.4K +267 +70%
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40
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