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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1126
Resonant Capital Advisors
Wisconsin
$971K -$27.4K -84 -3%
TWP
1127
Triad Wealth Partners
Kansas
$966K +$136K +417 +18%
SWM
1128
Segment Wealth Management
Texas
$965K – – –
NG
1129
Norden Group
Utah
$955K +$165K +505 +22%
SL
1130
Sentinus LLC
Illinois
$954K +$25.4K +78 +3%
PP
1131
PDS Planning
Ohio
$949K +$29K +89 +3%
HWM
1132
Hohimer Wealth Management
Washington
$947K +$38.5K +118 +4%
MIM
1133
Merrion Investment Management
New Jersey
$947K – – –
4WM
1134
44 Wealth Management
Oregon
$939K +$597K +1,831 +198%
AWM
1135
Abound Wealth Management
Tennessee
$933K -$50.2K -154 -5%
CS
1136
Crescent Sterling
Louisiana
$932K +$65.2K +200 +8%
WC
1137
Waterloo Capital
Texas
$927K +$4.89K +15 +0.6%
KSWWM
1138
Keyes Stange & Wooten Wealth Management
Florida
$919K -$12.4K -38 -1%
TFA
1139
Transamerica Financial Advisors
Florida
$917K +$22.5K +69 +3%
RCA
1140
Ranch Capital Advisors
Florida
$915K +$39.1K +120 +5%
TCOT
1141
Trust Company of Toledo
Ohio
$914K +$652 +2 +0.1%
HIP
1142
HUB Investment Partners
Texas
$911K +$272K +834 +45%
LIM
1143
Leavell Investment Management
Alabama
$909K +$6.52K +20 +0.8%
RPC
1144
Rossmore Private Capital
Connecticut
$906K – – –
ATPW
1145
Ashton Thomas Private Wealth
Arizona
$903K +$24.8K +76 +3%
CSI
1146
Cross Staff Investments
New York
$903K – – –
CSB
1147
City State Bank
Iowa
$894K -$3.91K -12 -0.5%
WA
1148
WBH Advisory
Maryland
$890K -$327K -1,002 -28%
CIM
1149
Cambria Investment Management
California
$889K +$134K +412 +19%
NED
1150
Nancy E. Dempze
$886K -$65.2K -200 -7%
44 45
46
47 48