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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1176
Center for Financial Planning
Michigan
$589K +$37.2K +134 +7%
BAM
1177
Belpointe Asset Management
Nevada
$589K -$31.7K -114 -6%
CFP
1178
Catalyst Financial Partners
Massachusetts
$587K +$18.1K +65 +3%
GC
1179
Grimes & Company
Massachusetts
$585K +$3.89K +14 +0.7%
SPA
1180
Shore Point Advisors
New Jersey
$577K +$278 +1 +0.1%
WG
1181
Winton Group
United Kingdom
$575K +$529K +1,903 New
SVWAG
1182
Sound View Wealth Advisors Group
Georgia
$574K +$6.39K +23 +1%
RW
1183
Rede Wealth
Virginia
$573K -$1.11K -4 -0.2%
OC
1184
Oakworth Capital
Alabama
$571K +$4.72K +17 +0.9%
HWM
1185
Hohimer Wealth Management
Washington
$571K +$525K +1,891 New
AWA
1186
Aaron Wealth Advisors
Illinois
$570K +$28.6K +103 +6%
HW
1187
Hancock Whitney
Mississippi
$569K -$558K -2,009 -52%
MSCM
1188
McElhenny Sheffield Capital Management
Texas
$566K +$521K +1,875 New
AF
1189
Advisornet Financial
Minnesota
$565K -$3.06K -11 -0.6%
BWP
1190
BSW Wealth Partners
Colorado
$565K -$47.5K -171 -8%
TCM
1191
Tributary Capital Management
Nebraska
$565K +$51.4K +185 +11%
CG
1192
Curat Global
New Hampshire
$563K +$518K +1,865 New
HC
1193
Hara Capital
Washington
$562K – – –
PK
1194
Pflug Koory
Nebraska
$560K +$6.39K +23 +1%
RCA
1195
Resonant Capital Advisors
Wisconsin
$560K +$48.1K +173 +10%
PP
1196
Patron Partners
Texas
$559K +$70.9K +255 +16%
CCB
1197
Country Club Bank
Missouri
$559K – – –
WIA
1198
Wetzel Investment Advisors
Indiana
$558K -$6.11K -22 -1%
SS
1199
Sunbelt Securities
Texas
$558K +$248K +892 +93%
WAM
1200
Wakefield Asset Management
Colorado
$557K +$513K +1,846 New
46 47
48
49 50