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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1301
Childress Capital Advisors
Texas
$630K -$34.6K -106 -5%
CFA
1302
Collaborative Fund Advisors
Nevada
$629K +$35.9K +110 +6%
AC
1303
Apella Capital
Connecticut
$626K +$22.2K +68 +4%
FWA
1304
FSM Wealth Advisors
Ohio
$624K +$8.15K +25 +1%
KCM
1305
Kathmere Capital Management
Pennsylvania
$621K +$143K +438 +32%
FCB
1306
First County Bank
Connecticut
$621K +$16K +49 +3%
ACGA
1307
Atlanta Consulting Group Advisors
Georgia
$619K -$38.2K -117 -6%
PWP
1308
Phillips Wealth Planners
Mississippi
$619K +$2.94K +9 +0.5%
MHC
1309
May Hill Capital
Massachusetts
$618K +$14.4K +44 +2%
DI
1310
DAGCO Inc
Ohio
$618K +$38.5K +118 +7%
HIA
1311
Harbor Investment Advisory
Maryland
$617K +$50.6K +155 +9%
GXJ
1312
Global X Japan
Japan
$611K -$69.1K -212 -11%
CSPIA
1313
Cary Street Partners Investment Advisory
Virginia
$611K -$13.7K -42 -2%
BTI
1314
Blue Trust Inc
Georgia
$606K -$107K -329 -16%
MFA
1315
Mayflower Financial Advisors
Massachusetts
$605K -$6.2K -19 -1%
IPAM
1316
Investment Partners Asset Management
New Jersey
$604K -$6.52K -20 -1%
IFG
1317
Independent Financial Group
California
$604K +$12.4K +38 +2%
AWM
1318
Aprio Wealth Management
Georgia
$604K -$42.7K -131 -7%
CLOS
1319
Compagnie Lombard Odier SCmA
Switzerland
$601K -$261K -800 -31%
CCM
1320
Coerente Capital Management
Ontario, Canada
$601K +$4.89K +15 +0.9%
NIM
1321
Northeast Investment Management
Massachusetts
$601K -$25.4K -78 -4%
VCM
1322
Versant Capital Management
Arizona
$601K +$158K +485 +38%
TWA
1323
Tandem Wealth Advisors
Arizona
$596K +$35.9K +110 +7%
PWMG
1324
Prestige Wealth Management Group
New Jersey
$596K +$141K +432 +33%
SW
1325
StrongBox Wealth
Missouri
$594K +$4.89K +15 +0.9%
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