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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1101
Goodwin Investment Advisory
Georgia
$41K +$41.6K +258 New
SFG
1102
Sage Financial Group
Pennsylvania
$39K – – –
DOA
1103
D'Orazio & Associates
Virginia
$39K +$6.77K +42 +20%
CCA
1104
Column Capital Advisors
Indiana
$39K +$32.2K +200 +444%
BAMG
1105
Brand Asset Management Group
Missouri
$39K +$40.3K +250 New
FCM
1106
Firestone Capital Management
Florida
$38K – – –
FFA
1107
Freedman Financial Associates
Massachusetts
$38K – – –
MAM
1108
Marquette Asset Management
Minnesota
$37K – – –
AP
1109
Atwood & Palmer
Missouri
$36K +$16.1K +100 +77%
POIA
1110
Pin Oak Investment Advisors
Texas
$35K – – –
GWS
1111
Glassman Wealth Services
Virginia
$34K +$5.48K +34 +19%
AWA
1112
Arkadios Wealth Advisors
Georgia
$34K +$9.51K +59 +37%
AS
1113
Altshuler Shaham
Israel
$34K +$34.3K +213 New
SWG
1114
Summit Wealth Group
Vermont
$34K +$34.8K +216 New
APW
1115
Acima Private Wealth
Virginia
$33K – – –
BWM
1116
Baystate Wealth Management
Massachusetts
$32K +$161 +1 +0.5%
IRC
1117
Investors Research Corp
Georgia
$31K – – –
WPA
1118
West Paces Advisors
Georgia
$30K +$25K +155 +443%
GTAM
1119
Global Trust Asset Management
Florida
$30K – – –
AP
1120
Arlington Partners
Alabama
$30K +$2.1K +13 +7%
EI
1121
Ellevest Inc
New York
$29K +$6.77K +42 +29%
BMD
1122
Better Money Decisions
New Mexico
$29K +$29.6K +184 New
BWP
1123
Baldwin Wealth Partners
Massachusetts
$28K -$28.2K -175 -50%
OSNBOA
1124
Old Second National Bank of Aurora
Illinois
$28K – – –
TFS
1125
TrustCore Financial Services
Tennessee
$26K +$5.48K +34 +26%
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