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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1301
Tradition Wealth Management
Minnesota
$92K +$16.2K +77 +19%
BLC
1302
Brown, Lisle/Cummings
Rhode Island
$91.3K +$15.8K +75 +19%
AT
1303
Avalon Trust
New Mexico
$90.5K +$97.9K +466 New
FFC
1304
First Financial Corp
Indiana
$89.5K – – –
ASBI
1305
American State Bank (Iowa)
Iowa
$88.4K – – –
IA
1306
IFP Advisors
Florida
$87.5K -$579K -2,757 -80%
BCA
1307
Bray Capital Advisors
Florida
$86.6K – – –
BBPWM
1308
Blue Bell Private Wealth Management
Pennsylvania
$81.8K – – –
KSWA
1309
Kathleen S. Wright Associates
Pennsylvania
$81.6K – – –
FCT
1310
First Community Trust
Iowa
$80.6K – – –
CB
1311
CNB Bank
Pennsylvania
$79.2K – – –
HBW
1312
Hazlett, Burt & Watson
West Virginia
$77K +$10.1K +48 +14%
JFA
1313
JNBA Financial Advisors
Minnesota
$75.9K +$5.88K +28 +8%
RA
1314
Rise Advisors
New York
$73.6K +$210 +1 +0.3%
HCP
1315
Hexagon Capital Partners
Arkansas
$73.4K -$20K -95 -20%
NFSG
1316
Newbridge Financial Services Group
Florida
$71.8K +$7.78K +37 +11%
BWA
1317
BDO Wealth Advisors
Florida
$70.7K -$18.3K -87 -19%
MSFP
1318
Mark Sheptoff Financial Planning
Connecticut
$70.1K – – –
CA
1319
Crewe Advisors
Utah
$68K +$5.25K +25 +8%
JWA
1320
JFS Wealth Advisors
Pennsylvania
$67.8K -$3.15K -15 -4%
CHC
1321
City Holding Co
West Virginia
$67.6K -$44.6K -212 -38%
CAC
1322
Core Alternative Capital
Georgia
$67.2K +$5.67K +27 +8%
CP
1323
Castleview Partners
Texas
$61.7K -$12.8K -61 -16%
TFM
1324
TFC Financial Management
Massachusetts
$60.8K +$47.7K +227 +264%
WWP
1325
WR Wealth Planners
Missouri
$59.2K +$60.3K +287 +1,594%
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