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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1226
Revolve Wealth Partners
New Jersey
$733K +$422K +1,295 +151%
SWA
1227
Sax Wealth Advisors
New Jersey
$729K +$404K +1,239 +124%
SA
1228
Sunesis Advisors
Kansas
$728K -$50.9K -156 -7%
PE
1229
PCM Encore
Colorado
$727K -$16.3K -50 -2%
BAM
1230
Boyar Asset Management
New York
$726K -$633K -1,940 -48%
MMHP
1231
Murphy Middleton Hinkle & Parker
Georgia
$726K – – –
FM
1232
Family Management
New York
$725K -$97.5K -299 -12%
FRM
1233
Foundation Resource Management
Arkansas
$725K – – –
GIM
1234
Goelzer Investment Management
Indiana
$723K -$74.7K -229 -10%
CFFP
1235
Center for Financial Planning
Michigan
$723K -$43.7K -134 -6%
SAW
1236
Signal Advisors Wealth
Michigan
$721K -$275K -844 -29%
FMWA
1237
Forvis Mazars Wealth Advisors
Missouri
$720K +$170K +522 +33%
GWM
1238
Graybill Wealth Management
Illinois
$719K – – –
FFM
1239
Forum Financial Management
Illinois
$717K -$11.4K -35 -2%
KFS
1240
Kurt F. Somerville
$716K – – –
FCA
1241
FLC Capital Advisors
California
$712K -$72.1K -221 -10%
SFS
1242
Strategic Financial Services
New York
$711K – – –
NPT
1243
National Philanthropic Trust
Pennsylvania
$711K +$93.3K +286 +16%
CPA
1244
Cardiff Park Advisors
California
$711K +$1.96K +6 +0.3%
CA
1245
Continuum Advisory
Idaho
$711K +$79.3K +243 +13%
RIA
1246
Regal Investment Advisors
Michigan
$710K +$31K +95 +5%
LSWP
1247
Liberty Square Wealth Partners
Pennsylvania
$708K – – –
TCWM
1248
Total Clarity Wealth Management
Illinois
$707K -$746K -2,288 -52%
SVWAG
1249
Sound View Wealth Advisors Group
Georgia
$705K +$15.7K +48 +2%
AWE
1250
Avidian Wealth Enterprises
Texas
$704K +$68.2K +209 +11%
48 49
50
51 52