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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1001
Boothbay Fund Management
New York
$350K +$333K +1,638 New
4WM
1002
44 Wealth Management
Oregon
$348K -$19.1K -94 -5%
WFI
1003
West Family Investments
California
$348K – – –
RW
1004
Rede Wealth
Virginia
$346K – – –
EWM
1005
Empirical Wealth Management
Washington
$345K -$2.23K -11 -0.7%
EF
1006
Exeter Financial
Arizona
$345K – – –
AIM
1007
AMI Investment Management
Indiana
$344K -$584K -2,873 -64%
FM
1008
Family Management
New York
$344K – – –
PWPS
1009
Pinnacle Wealth Planning Services
Ohio
$344K +$28K +138 +9%
BWM
1010
Buckley Wealth Management
Nevada
$344K +$327K +1,610 New
BSW
1011
Buckingham Strategic Wealth
Missouri
$342K -$10.4K -51 -3%
CPC
1012
Congress Park Capital
New York
$342K – – –
MS
1013
Maven Securities
Jersey
$342K +$325K +1,600 New
LWP
1014
Lumature Wealth Partners
Georgia
$341K +$225K +1,106 +228%
QWM
1015
QP Wealth Management
New Jersey
$339K – – –
CA
1016
Continuum Advisory
Idaho
$339K +$333K +1,640 New
BAM
1017
Belpointe Asset Management
Nevada
$338K +$153K +753 +91%
RGC
1018
Roberts, Glore & Co
Illinois
$337K – – –
LC
1019
Lindbrook Capital
California
$337K +$23.8K +117 +8%
ABC
1020
Associated Banc-Corp
Wisconsin
$336K -$47.1K -232 -13%
IC
1021
Intersect Capital
California
$336K +$77.8K +383 +32%
ST
1022
Smithfield Trust
Pennsylvania
$334K +$74K +364 +30%
NL
1023
NWAM LLC
Washington
$334K +$107K +525 +51%
NFC
1024
Northeast Financial Consultants
Connecticut
$333K +$316K +1,556 New
SPWG
1025
Sage Private Wealth Group
Illinois
$332K +$35.4K +174 +13%
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