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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1001
44 Wealth Management
Oregon
$348K -$19.1K -94 -5%
WFI
1002
West Family Investments
California
$348K – – –
RW
1003
Rede Wealth
Virginia
$346K – – –
EWM
1004
Empirical Wealth Management
Washington
$345K -$2.23K -11 -0.7%
EF
1005
Exeter Financial
Arizona
$345K – – –
AIM
1006
AMI Investment Management
Indiana
$344K -$584K -2,873 -64%
FM
1007
Family Management
New York
$344K – – –
PWPS
1008
Pinnacle Wealth Planning Services
Ohio
$344K +$28K +138 +9%
BWM
1009
Buckley Wealth Management
Nevada
$344K +$327K +1,610 New
BSW
1010
Buckingham Strategic Wealth
Missouri
$342K -$10.4K -51 -3%
CPC
1011
Congress Park Capital
New York
$342K – – –
MS
1012
Maven Securities
Jersey
$342K +$325K +1,600 New
LWP
1013
Lumature Wealth Partners
Georgia
$341K +$225K +1,106 +228%
QWM
1014
QP Wealth Management
New Jersey
$339K – – –
CA
1015
Continuum Advisory
Idaho
$339K +$333K +1,640 New
BAM
1016
Belpointe Asset Management
Nevada
$338K +$153K +753 +91%
RGC
1017
Roberts, Glore & Co
Illinois
$337K – – –
LC
1018
Lindbrook Capital
California
$337K +$23.8K +117 +8%
ABC
1019
Associated Banc-Corp
Wisconsin
$336K -$47.1K -232 -13%
IC
1020
Intersect Capital
California
$336K +$77.8K +383 +32%
ST
1021
Smithfield Trust
Pennsylvania
$334K +$74K +364 +30%
NL
1022
NWAM LLC
Washington
$334K +$107K +525 +51%
NFC
1023
Northeast Financial Consultants
Connecticut
$333K +$316K +1,556 New
SPWG
1024
Sage Private Wealth Group
Illinois
$332K +$35.4K +174 +13%
HBCM
1025
Heron Bay Capital Management
Michigan
$330K – – –
39 40
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