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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1201
Strategic Financial Services
New York
$594K – – –
CTC
1202
Cetera Trust Company
Minnesota
$594K +$11.5K +40 +2%
RA
1203
RFG Advisory
Alabama
$593K -$182K -634 -24%
VFIC
1204
Valley Forge Investment Consultants
Pennsylvania
$589K – – –
APG
1205
Abacus Planning Group
South Carolina
$589K +$88.9K +309 +18%
FRM
1206
Foundation Resource Management
Arkansas
$587K – – –
LSWP
1207
Liberty Square Wealth Partners
Pennsylvania
$585K – – –
MCM
1208
Manchester Capital Management
Vermont
$585K +$76.3K +265 +15%
SM
1209
Southport Management
Wyoming
$579K +$288K +1,000 +100%
SW
1210
Simplicity Wealth
New Jersey
$577K +$379K +1,316 +195%
CFFP
1211
Center for Financial Planning
Michigan
$574K +$9.21K +32 +2%
AG
1212
AlTi Global
New York
$573K +$4.6K +16 +0.8%
RCA
1213
Resonant Capital Advisors
Wisconsin
$572K +$34.2K +119 +6%
FI
1214
Fosun International
China
$566K – – –
CCB
1215
Country Club Bank
Missouri
$563K +$26.2K +91 +5%
1WA
1216
180 Wealth Advisors
Washington
$563K -$49.5K -172 -8%
PP
1217
Patron Partners
Texas
$560K +$23.9K +83 +4%
CSPIA
1218
Cary Street Partners Investment Advisory
Virginia
$559K +$69.9K +243 +14%
CWM
1219
Challenger Wealth Management
California
$555K +$29.4K +102 +6%
ATPW
1220
Ashton Thomas Private Wealth
Arizona
$554K +$62.4K +217 +13%
GIA
1221
Gladstone Institutional Advisory
Florida
$554K -$21.6K -75 -4%
SPA
1222
Shore Point Advisors
New Jersey
$553K +$288 +1 +0.1%
GWP
1223
Gen-Wealth Partners
Michigan
$550K -$28.5K -99 -5%
RW
1224
Rede Wealth
Virginia
$550K +$288 +1 +0.1%
RIL
1225
Rothschild Investment LLC
Illinois
$547K -$24.2K -84 -4%
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