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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1076
FSM Wealth Advisors
Ohio
$792K +$15.3K +55 +2%
CPM
1077
Connective Portfolio Management
New York
$790K +$727K +2,615 New
PPG
1078
Peak Planning Group
Colorado
$789K -$56.4K -203 -7%
EWA
1079
EverSource Wealth Advisors
Alabama
$788K +$100K +361 +16%
VBCG
1080
Valley Brook Capital Group
Pennsylvania
$785K +$20.8K +75 +3%
WG
1081
Welch Group
Alabama
$784K – – –
EHC
1082
Everett Harris & Co
California
$779K – – –
PCA
1083
Peddock Capital Advisors
Massachusetts
$777K – – –
BAM
1084
Boyar Asset Management
New York
$774K -$78.1K -281 -10%
PP
1085
PDS Planning
Ohio
$774K +$25.3K +91 +4%
MBT
1086
Montecito Bank & Trust
California
$771K -$22.8K -82 -3%
PL
1087
Plancorp LLC
Missouri
$763K -$21.1K -76 -3%
EPIME
1088
Evelyn Partners Investment Management (Europe)
$762K +$100K +360 +17%
KIA
1089
Knollwood Investment Advisory
Maryland
$755K – – –
MMG
1090
Monetary Management Group
Missouri
$753K -$427K -1,535 -38%
VWM
1091
Venturi Wealth Management
Texas
$752K +$17.2K +62 +3%
CAMG
1092
CWA Asset Management Group
Florida
$745K +$24.5K +88 +4%
MWM
1093
Modern Wealth Management
Kansas
$744K +$39.7K +143 +6%
GSB
1094
Greenfield Savings Bank
Massachusetts
$741K -$38.9K -140 -5%
BB
1095
Burford Brothers
Texas
$735K +$556 +2 +0.1%
CGL
1096
Clarius Group LLC
Washington
$730K -$33.9K -122 -5%
KFS
1097
Kurt F. Somerville
$725K – – –
SCM
1098
Shelton Capital Management
Colorado
$724K -$17.5K -63 -3%
RCA
1099
Ranch Capital Advisors
Florida
$724K +$1.39K +5 +0.2%
ALA
1100
Atlas Legacy Advisors
California
$724K -$212K -762 -24%
42 43
44
45 46