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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1026
Janiczek Wealth Management
Colorado
$72K +$46.8K +334 +246%
GSAM
1027
Grant Street Asset Management
Pennsylvania
$71K +$64.3K +459 New
EW
1028
Evoke Wealth
California
$70K +$1.96K +14 +3%
BCA
1029
Bray Capital Advisors
Florida
$69K – – –
CAAS
1030
Capital Asset Advisory Services
Michigan
$69K +$62.4K +445 New
TF
1031
Tompkins Financial
New York
$67K -$337K -2,402 -85%
KPCM
1032
Kings Point Capital Management
New York
$66K +$4.21K +30 +8%
SWP
1033
ShoreHaven Wealth Partners
New Jersey
$64K +$57.9K +413 New
HWA
1034
HHM Wealth Advisors
Tennessee
$62K +$22.4K +160 +67%
EFSCE
1035
Enterprise Financial Services Corp (EFSC)
Missouri
$61K +$1.26K +9 +2%
FHC
1036
First Horizon Corporation
Tennessee
$61K +$1.68K +12 +3%
SWA
1037
Sutton Wealth Advisors
Florida
$60.8K +$1.96K +14 +4%
FRA
1038
Front Row Advisors
California
$59K – – –
CB
1039
CNB Bank
Pennsylvania
$58K – – –
TC
1040
Trust Company
Kansas
$58K – – –
TLFA
1041
True Link Financial Advisors
California
$57K +$52.3K +373 New
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$56K – – –
CWC
1043
Carolinas Wealth Consulting
North Carolina
$55K +$46.8K +334 +1,392%
BWP
1044
Baldwin Wealth Partners
Massachusetts
$54K – – –
AA
1045
Ancora Advisors
Ohio
$53K +$1.82K +13 +4%
CFA
1046
Carroll Financial Associates
North Carolina
$52K -$45.4K -324 -49%
HGWM
1047
Harvest Group Wealth Management
Massachusetts
$52K +$10.1K +72 +27%
LTI
1048
Laffer Tengler Investments
Tennessee
$50.9K +$47K +335 New
AFS
1049
Annapolis Financial Services
Maryland
$49K +$44.3K +316 New
ADIM
1050
Alpha DNA Investment Management
Maryland
$48K +$44.4K +317 New
40 41
42
43 44