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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1051
Ironwood Investment Counsel
Arizona
$372K -$5.2K -25 -1%
FAFN
1052
First Affirmative Financial Network
Colorado
$371K +$20.6K +99 +6%
ETH
1053
Exos TFP Holdings
New York
$370K -$242K -1,165 -41%
PWMAG
1054
Pinnacle Wealth Management Advisory Group
New Jersey
$368K +$78K +375 +29%
TA
1055
TFB Advisors
Kansas
$364K +$343K +1,650 New
EW
1056
Evoke Wealth
California
$363K +$8.21M +39,481 +2,152%
EI
1057
Ellevest Inc
New York
$362K +$135K +648 +65%
PFWA
1058
Paces Ferry Wealth Advisors
Georgia
$362K +$12.7K +61 +4%
FMLI
1059
Fukoku Mutual Life Insurance
Japan
$361K – – –
WA
1060
Wambolt & Associates
Colorado
$359K +$3.12K +15 +0.9%
GA
1061
Geller Advisors
New York
$359K +$1.46K +7 +0.4%
SWA
1062
SFMG Wealth Advisors
Texas
$357K +$25.6K +123 +8%
RW
1063
Rede Wealth
Virginia
$356K – – –
4WM
1064
44 Wealth Management
Oregon
$356K -$13.7K -66 -4%
LOIP
1065
Live Oak Investment Partners
Texas
$356K – – –
WFI
1066
West Family Investments
California
$356K +$3.75K +18 +1%
SPWG
1067
Sage Private Wealth Group
Illinois
$355K -$9.36K -45 -3%
BONH
1068
Bank of New Hampshire
New Hampshire
$353K – – –
CPC
1069
Congress Park Capital
New York
$353K – – –
GTCM
1070
Gyon Technologies Capital Management
New Jersey
$351K +$331K +1,592 New
LA
1071
Legacy Advisors
Pennsylvania
$351K +$65.1K +313 +25%
BAAM
1072
Baker Avenue Asset Management
California
$350K +$28.1K +135 +9%
FFA
1073
Farther Finance Advisors
California
$350K +$330K +1,588 New
RGC
1074
Roberts, Glore & Co
Illinois
$350K – – –
QWM
1075
QP Wealth Management
New Jersey
$350K – – –
41 42
43
44 45