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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1151
Canvas Wealth Advisors
Kansas
$222K -$3.71K -18 -2%
BEI
1152
Benjamin Edwards Inc
Missouri
$222K +$16.5K +80 +8%
MSAM
1153
Moloney Securities Asset Management
Missouri
$219K -$18.5K -90 -7%
STA
1154
Summit Trail Advisors
New York
$219K +$229K +1,111 New
SRG
1155
SBB Research Group
Illinois
$218K +$228K +1,107 New
DI
1156
Diligent Investors
California
$217K -$20.6K -100 -8%
EW
1157
Evoke Wealth
California
$217K +$8.45K +41 +4%
JCIA
1158
Jackson Creek Investment Advisors
Colorado
$217K +$237K +1,150 New
NJBEST
1159
New Jersey Better Educational Savings Trust
New Jersey
$216K – – –
SFA
1160
Souders Financial Advisors
Ohio
$216K +$2.88K +14 +1%
CG
1161
Clarus Group
Texas
$215K – – –
OPOWM
1162
One Plus One Wealth Management
Florida
$215K – – –
RPWA
1163
Regent Peak Wealth Advisors
Georgia
$215K +$7.62K +37 +4%
FWP
1164
Firethorn Wealth Partners
Georgia
$214K +$20.2K +98 +9%
SFG
1165
StrategIQ Financial Group
Indiana
$213K +$412 +2 +0.2%
SSW
1166
Smith Shellnut Wilson
Mississippi
$213K +$14K +68 +7%
MAM
1167
McLean Asset Management
Virginia
$212K +$824 +4 +0.4%
BMCM
1168
Bryn Mawr Capital Management
Pennsylvania
$211K -$37.3K -181 -14%
EM
1169
Excalibur Management
Massachusetts
$210K -$36K -175 -14%
ATWA
1170
Arbor Trust Wealth Advisors
Michigan
$210K – – –
ARG
1171
Advisory Resource Group
Oklahoma
$209K -$46.6K -226 -18%
AC
1172
Abbrea Capital
California
$209K +$23.7K +115 +12%
NPI
1173
New Perspectives Inc
Mississippi
$207K +$217K +1,054 New
FA
1174
Financial Advisors
Massachusetts
$206K – – –
SCM
1175
Stevens Capital Management
Pennsylvania
$206K +$216K +1,050 New
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48 49