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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1226
My Legacy Advisors
Oregon
$212K +$15.8K +75 +7%
SFG
1227
StrategIQ Financial Group
Indiana
$211K +$210 +1 +0.1%
PTC
1228
Petrus Trust Company
Texas
$211K +$228K +1,085 New
PK
1229
Pflug Koory
Nebraska
$210K +$215K +1,022 +1,675%
HSA
1230
HBK Sorce Advisory
Pennsylvania
$210K -$236K -1,123 -51%
DFG
1231
Delta Financial Group
New Jersey
$210K +$210 +1 +0.1%
TAM
1232
Titleist Asset Management
Texas
$209K +$226K +1,077 New
ESCM
1233
Echo Street Capital Management
New York
$209K -$28.6K -136 -11%
HC
1234
Hamilton Capital
Ohio
$208K -$28.2K -134 -11%
ATWA
1235
Arbor Trust Wealth Advisors
Michigan
$208K – – –
FWP
1236
Firethorn Wealth Partners
Georgia
$207K +$12.8K +61 +6%
AC
1237
Abbrea Capital
California
$206K – – –
FA
1238
Financial Advisors
Massachusetts
$204K – – –
RIA
1239
Realta Investment Advisors
Delaware
$204K -$38.9K -185 -15%
MA
1240
MCF Advisors
Kentucky
$203K +$1.89K +9 +0.9%
ACI
1241
Alpha Cubed Investments
California
$203K +$5.46K +26 +3%
SC
1242
Scotia Capital
Ontario, Canada
$202K -$243K -1,155 -53%
SW
1243
StrongBox Wealth
Missouri
$202K +$219K +1,040 New
V
1244
VeraBank
Texas
$202K – – –
EM
1245
Excalibur Management
Massachusetts
$201K – – –
FMTCOCP
1246
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$201K – – –
CF
1247
Copperwynd Financial
Arizona
$201K +$18.1K +86 +9%
PP
1248
Patron Partners
Texas
$201K +$22.9K +109 +12%
LCM
1249
Linker Capital Management
Kentucky
$200K – – –
AF
1250
Advisornet Financial
Minnesota
$199K -$6.93K -33 -3%
48 49
50
51 52