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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1251
Summit Financial Group
West Virginia
$273K – – –
AUB
1252
Atlantic Union Bankshares
Virginia
$272K -$10.9K -50 -4%
PWM
1253
Power Wealth Management
Georgia
$272K +$263K +1,203 New
KP
1254
Keel Point
Alabama
$272K +$21.4K +98 +9%
RCA
1255
Resonant Capital Advisors
Wisconsin
$270K -$1.97K -9 -0.7%
BAAM
1256
Baker Avenue Asset Management
California
$270K -$85.9K -393 -25%
TAM
1257
Titleist Asset Management
Texas
$268K +$28.2K +129 +12%
SI
1258
Symmetry Investments
Jersey
$268K +$259K +1,186 New
SSW
1259
Smith Shellnut Wilson
Mississippi
$268K – – –
IW
1260
Imprint Wealth
South Carolina
$268K -$44.4K -203 -15%
EA
1261
Echo45 Advisors
California
$266K +$12.2K +56 +5%
CAM
1262
Carret Asset Management
New York
$266K – – –
JFGIW
1263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$266K +$1.75K +8 +0.6%
ST
1264
Sabal Trust
Florida
$265K +$39.1K +179 +18%
APG
1265
Abacus Planning Group
South Carolina
$264K +$7.87K +36 +3%
BW
1266
Bison Wealth
Georgia
$263K +$254K +1,163 New
IAN
1267
Integrated Advisors Network
Texas
$262K -$12.9K -59 -5%
QC
1268
Quent Capital
New York
$262K +$31.3K +143 +14%
CCG
1269
Cypress Capital Group
Florida
$261K – – –
BBA
1270
BLB&B Advisors
Pennsylvania
$259K -$53.1K -243 -15%
RWM
1271
Revisor Wealth Management
Ohio
$259K -$94.5K -432 -27%
DWM
1272
Drive Wealth Management
Utah
$259K +$11.8K +54 +5%
FDCP
1273
Foster Dykema Cabot & Partners
Massachusetts
$259K +$250K +1,141 New
EWM
1274
Empirical Wealth Management
Washington
$257K -$125K -573 -34%
CCA
1275
Childress Capital Advisors
Texas
$257K -$68.4K -313 -22%
49 50
51
52 53