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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1226
Avestar Capital
New York
$228K +$220K +1,090 New
DWM
1227
Drive Wealth Management
Utah
$227K +$220K +1,087 New
IA
1228
IFP Advisors
Florida
$226K +$56.6K +280 +35%
ACI
1229
Alpha Cubed Investments
California
$226K +$2.02K +10 +0.9%
SW
1230
StrongBox Wealth
Missouri
$224K -$23.2K -115 -10%
DFG
1231
Delta Financial Group
New Jersey
$223K -$1.21K -6 -0.6%
DBT
1232
Dubuque Bank & Trust
Iowa
$223K +$216K +1,070 New
ATWA
1233
Arbor Trust Wealth Advisors
Michigan
$223K -$5.46K -27 -2%
CIP
1234
Convergence Investment Partners
Florida
$222K +$404 +2 +0.2%
GF
1235
Gries Financial
Ohio
$221K +$214K +1,060 New
TAM
1236
Titleist Asset Management
Texas
$220K +$404 +2 +0.2%
TAM
1237
Trillium Asset Management
Massachusetts
$217K -$9.7K -48 -4%
FRM
1238
Fox Run Management
Connecticut
$216K -$770K -3,808 -79%
V
1239
VeraBank
Texas
$216K – – –
IFG
1240
Independent Financial Group
California
$216K +$210K +1,038 New
MMM
1241
Mendel Money Management
Illinois
$216K +$210K +1,038 New
NG
1242
Northstar Group
New York
$216K -$2.02K -10 -1%
KV
1243
Kickstand Ventures
New York
$215K +$209K +1,032 New
MAM
1244
McLean Asset Management
Virginia
$215K +$207K +1,024 New
MCCA
1245
Mill Creek Capital Advisors
Pennsylvania
$214K -$54.2K -268 -21%
LCM
1246
Leisure Capital Management
California
$213K -$5.66K -28 -3%
VSQM
1247
V-Square Quantitative Management
Illinois
$213K +$207K +1,024 New
FA
1248
Financial Advisors
Massachusetts
$212K -$6.07K -30 -3%
EM
1249
Excalibur Management
Massachusetts
$212K +$205K +1,016 New
QC
1250
Quent Capital
New York
$211K +$5.66K +28 +3%
48 49
50
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