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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
1101
Peak Planning Group
Colorado
$301K -$205K -977 -39%
RA
1102
RFG Advisory
Alabama
$301K -$20.8K -99 -6%
HBCM
1103
Heron Bay Capital Management
Michigan
$300K – – –
DWM
1104
Dakota Wealth Management
Florida
$298K +$4.62K +22 +1%
BAAM
1105
Baker Avenue Asset Management
California
$296K -$13.9K -66 -4%
MCM
1106
Manchester Capital Management
Vermont
$296K -$2.1K -10 -0.7%
IW
1107
Imprint Wealth
South Carolina
$295K +$315K +1,499 New
BWM
1108
Baron Wealth Management
Michigan
$295K +$9.25K +44 +3%
EI
1109
Ellevest Inc
New York
$294K -$26.7K -127 -8%
EWM
1110
Evermay Wealth Management
Virginia
$294K +$177K +840 +125%
GFL
1111
Granite FO LLC
New Hampshire
$293K +$306K +1,456 New
SAM
1112
Steinberg Asset Management
New York
$291K – – –
SVWAG
1113
Sound View Wealth Advisors Group
Georgia
$291K -$48.8K -232 -13%
APP
1114
Avantax Planning Partners
Iowa
$290K – – –
MHS
1115
M Holdings Securities
Oregon
$287K -$136K -647 -30%
VV
1116
Verity & Verity
South Carolina
$286K -$9.67K -46 -3%
ATPW
1117
Ashton Thomas Private Wealth
Arizona
$286K +$310K +1,473 New
CL
1118
Choreo LLC
Illinois
$285K +$82.4K +392 +36%
TIA
1119
Traphagen Investment Advisors
New Jersey
$285K +$5.04K +24 +2%
TC
1120
TwinBeech Capital
New York
$284K +$307K +1,463 New
ACM
1121
Advisors Capital Management
New Jersey
$284K +$8.41K +40 +3%
FANJ
1122
Financial Architects (New Jersey)
New Jersey
$282K -$13K -62 -4%
MWP
1123
Meredith Wealth Planning
Illinois
$279K -$18.9K -90 -6%
SA
1124
Strategic Advisors
New York
$279K +$23.1K +110 +8%
WE
1125
Wealth Effects
Massachusetts
$277K – – –
43 44
45
46 47