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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1126
Merrion Investment Management
New Jersey
$947K – – –
4WM
1127
44 Wealth Management
Oregon
$939K +$597K +1,831 +198%
AWM
1128
Abound Wealth Management
Tennessee
$933K -$50.2K -154 -5%
CS
1129
Crescent Sterling
Louisiana
$932K +$65.2K +200 +8%
WC
1130
Waterloo Capital
Texas
$927K +$4.89K +15 +0.6%
KSWWM
1131
Keyes Stange & Wooten Wealth Management
Florida
$919K -$12.4K -38 -1%
TFA
1132
Transamerica Financial Advisors
Florida
$917K +$22.5K +69 +3%
RCA
1133
Ranch Capital Advisors
Florida
$915K +$39.1K +120 +5%
TCOT
1134
Trust Company of Toledo
Ohio
$914K +$652 +2 +0.1%
HIP
1135
HUB Investment Partners
Texas
$911K +$272K +834 +45%
LIM
1136
Leavell Investment Management
Alabama
$909K +$6.52K +20 +0.8%
RPC
1137
Rossmore Private Capital
Connecticut
$906K – – –
ATPW
1138
Ashton Thomas Private Wealth
Arizona
$903K +$24.8K +76 +3%
CSI
1139
Cross Staff Investments
New York
$903K – – –
CSB
1140
City State Bank
Iowa
$894K -$3.91K -12 -0.5%
WA
1141
WBH Advisory
Maryland
$890K -$327K -1,002 -28%
CIM
1142
Cambria Investment Management
California
$889K +$134K +412 +19%
NED
1143
Nancy E. Dempze
$886K -$65.2K -200 -7%
AAG
1144
Armstrong Advisory Group
Massachusetts
$885K -$3.91K -12 -0.5%
IWA
1145
Icon Wealth Advisors
Texas
$883K +$311K +953 +58%
HCM
1146
Howard Capital Management
Georgia
$883K +$328K +1,006 +64%
SAM
1147
Sagewood Asset Management
New York
$882K +$285K +873 +51%
AT
1148
Adelphi Trust
Florida
$882K +$148K +453 +21%
1W
1149
1776 Wealth
Georgia
$881K -$18.6K -57 -2%
WWM
1150
Western Wealth Management
Colorado
$868K -$1.63K -5 -0.2%
44 45
46
47 48