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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1201
Bridgefront Capital
Texas
$538K +$553K +1,946 New
BJL
1202
Brighton Jones LLC
Washington
$537K +$62.8K +221 +13%
RIL
1203
Rothschild Investment LLC
Illinois
$535K -$7.95K -28 -1%
LSWP
1204
Liberty Square Wealth Partners
Pennsylvania
$534K +$573K +2,019 New
SOW
1205
State of Wyoming
Wyoming
$532K +$480K +1,692 +726%
GC
1206
Grimes & Company
Massachusetts
$531K +$15.9K +56 +3%
DI
1207
DAGCO Inc
Ohio
$529K +$33.5K +118 +7%
ALAM
1208
Asahi Life Asset Management
Japan
$528K +$542K +1,910 New
SPA
1209
Shore Point Advisors
New Jersey
$527K +$28.1K +99 +5%
RW
1210
Rede Wealth
Virginia
$525K +$10.5K +37 +2%
SWP
1211
Strategic Wealth Partners
Ohio
$522K -$16.8K -59 -3%
LSA
1212
Lansing Street Advisors
Pennsylvania
$522K +$218K +769 +69%
AF
1213
Advisornet Financial
Minnesota
$520K -$4.83K -17 -0.9%
BWM
1214
Baron Wealth Management
Michigan
$520K -$16.5K -58 -3%
FDCP
1215
Foster Dykema Cabot & Partners
Massachusetts
$519K +$141K +496 +36%
CCB
1216
Country Club Bank
Missouri
$519K +$118K +415 +28%
CFP
1217
Catalyst Financial Partners
Massachusetts
$519K +$16.5K +58 +3%
SVWAG
1218
Sound View Wealth Advisors Group
Georgia
$518K +$13.1K +46 +3%
CWM
1219
Congress Wealth Management
Massachusetts
$518K +$40.9K +144 +8%
OC
1220
Oakworth Capital
Alabama
$518K +$75.8K +267 +17%
WIA
1221
Wetzel Investment Advisors
Indiana
$515K – – –
HC
1222
Hara Capital
Washington
$514K – – –
HTHT
1223
Hemenway Trust Hemenway Trust
New Hampshire
$514K -$11.4K -40 -2%
GA
1224
Geller Advisors
New York
$513K -$19.9K -70 -4%
LW
1225
Linscomb Wealth
Texas
$510K -$9.65K -34 -2%
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