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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
1151
Astoria Portfolio Advisors
New York
$230K +$218K +1,075 New
ATWA
1152
Arbor Trust Wealth Advisors
Michigan
$229K – – –
EW
1153
Evoke Wealth
California
$228K -$14.8K -73 -6%
CA
1154
CoreCap Advisors
Michigan
$228K +$45.9K +226 +27%
FWP
1155
Firethorn Wealth Partners
Georgia
$226K -$610 -3 -0.3%
RPWA
1156
Regent Peak Wealth Advisors
Georgia
$226K +$3.66K +18 +2%
PWM
1157
Perigon Wealth Management
California
$226K +$215K +1,057 New
FA
1158
Financial Advisors
Massachusetts
$225K – – –
M1FG
1159
Mach-1 Financial Group
Arkansas
$225K +$23.2K +114 +12%
BFM
1160
Boston Financial Management
Massachusetts
$225K +$214K +1,052 New
BEI
1161
Benjamin Edwards Inc
Missouri
$224K +$32.1K +158 +18%
SW
1162
SteelPeak Wealth
California
$224K +$213K +1,049 New
TBA
1163
Tower Bridge Advisors
Pennsylvania
$223K +$212K +1,044 New
CFO
1164
CVA Family Office
Colorado
$223K +$67.1K +330 +46%
RMCM
1165
Reynders McVeigh Capital Management
Massachusetts
$222K -$23.4K -115 -10%
FMTCOCP
1166
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$222K – – –
DSC
1167
Duncker Streett & Co
Missouri
$221K – – –
LCM
1168
Linker Capital Management
Kentucky
$221K +$210K +1,032 New
RWP
1169
RWA Wealth Partners
Massachusetts
$220K -$2.23K -11 -1%
ESB
1170
Essex Savings Bank
Connecticut
$220K -$406 -2 -0.2%
SM
1171
Salzhauer Michael
$220K +$209K +1,028 New
AM
1172
Atwater Malick
Pennsylvania
$220K +$209K +1,030 New
CPIG
1173
Chicago Partners Investment Group
Illinois
$220K +$215K +1,060 New
NG
1174
Northstar Group
New York
$218K -$4.06K -20 -2%
RC
1175
RBF Capital
California
$218K +$203K +1,000 New
45 46
47
48 49