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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1301
Phillips Wealth Planners
Mississippi
$619K +$2.94K +9 +0.5%
MHC
1302
May Hill Capital
Massachusetts
$618K +$14.4K +44 +2%
DI
1303
DAGCO Inc
Ohio
$618K +$38.5K +118 +7%
HIA
1304
Harbor Investment Advisory
Maryland
$617K +$50.6K +155 +9%
GXJ
1305
Global X Japan
Japan
$611K -$69.1K -212 -11%
CSPIA
1306
Cary Street Partners Investment Advisory
Virginia
$611K -$13.7K -42 -2%
BTI
1307
Blue Trust Inc
Georgia
$606K -$107K -329 -16%
MFA
1308
Mayflower Financial Advisors
Massachusetts
$605K -$6.2K -19 -1%
IPAM
1309
Investment Partners Asset Management
New Jersey
$604K -$6.52K -20 -1%
IFG
1310
Independent Financial Group
California
$604K +$12.4K +38 +2%
AWM
1311
Aprio Wealth Management
Georgia
$604K -$42.7K -131 -7%
CLOS
1312
Compagnie Lombard Odier SCmA
Switzerland
$601K -$261K -800 -31%
CCM
1313
Coerente Capital Management
Ontario, Canada
$601K +$4.89K +15 +0.9%
NIM
1314
Northeast Investment Management
Massachusetts
$601K -$25.4K -78 -4%
VCM
1315
Versant Capital Management
Arizona
$601K +$158K +485 +38%
TWA
1316
Tandem Wealth Advisors
Arizona
$596K +$35.9K +110 +7%
PWMG
1317
Prestige Wealth Management Group
New Jersey
$596K +$141K +432 +33%
SW
1318
StrongBox Wealth
Missouri
$594K +$4.89K +15 +0.9%
QC
1319
Quent Capital
New York
$588K +$148K +454 +36%
3IP
1320
3Chopt Investment Partners
Virginia
$586K +$55.8K +171 +11%
WWMP
1321
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$583K -$13K -40 -2%
TCM
1322
Tributary Capital Management
Nebraska
$581K – – –
RW
1323
Rede Wealth
Virginia
$580K – – –
LAI
1324
Legal Advantage Investments
California
$579K -$16.3K -50 -3%
AAS
1325
Ameritas Advisory Services
Nebraska
$579K -$512K -1,569 -48%
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