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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
1176
First City Capital Management
Georgia
$607K -$6.05K -22 -1%
PK
1177
Pflug Koory
Nebraska
$606K +$7.71K +28 +1%
SCP
1178
Stamos Capital Partners
California
$605K -$133K -484 -18%
TWP
1179
Triad Wealth Partners
Kansas
$603K +$2.75K +10 +0.5%
MMHP
1180
Murphy Middleton Hinkle & Parker
Georgia
$602K – – –
CFFP
1181
Center for Financial Planning
Michigan
$601K +$41K +149 +8%
FRM
1182
Foundation Resource Management
Arkansas
$601K +$28.6K +104 +5%
GWM
1183
Graybill Wealth Management
Illinois
$596K – – –
WC
1184
Waterloo Capital
Texas
$595K -$76.8K -279 -12%
BEAM
1185
Baker Ellis Asset Management
Washington
$594K -$68.8K -250 -11%
RS
1186
R Squared
Hong Kong
$593K +$578K +2,100 New
SCA
1187
Sandy Cove Advisors
Massachusetts
$591K -$4.95K -18 -0.9%
BB
1188
Bell Bank
North Dakota
$588K -$38.8K -141 -6%
EGA
1189
E&G Advisors
Texas
$588K +$1.1K +4 +0.2%
CPA
1190
Cardiff Park Advisors
California
$583K +$1.93K +7 +0.3%
1WA
1191
180 Wealth Advisors
Washington
$582K +$33K +120 +6%
RI
1192
Ridgewood Investments
New Jersey
$582K +$546K +1,984 +2,544%
BAAM
1193
Baker Avenue Asset Management
California
$580K +$220K +800 +64%
CAM
1194
Cidel Asset Management
Ontario, Canada
$580K -$17.9K -65 -3%
SFS
1195
Strategic Financial Services
New York
$579K +$826 +3 +0.1%
AG
1196
AlTi Global
New York
$579K +$19.5K +71 +4%
BI
1197
Bolthouse Investments
California
$579K – – –
CTC
1198
Cetera Trust Company
Minnesota
$579K – – –
VFIC
1199
Valley Forge Investment Consultants
Pennsylvania
$574K – – –
TA
1200
TKG Advisors
Indiana
$573K +$49.8K +181 +10%
46 47
48
49 50