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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1301
Angeles Wealth Management
California
$530K +$54.1K +185 +12%
AA
1302
Advisory Alpha
Michigan
$530K -$32.2K -110 -6%
OIS
1303
Okabena Investment Services
Minnesota
$529K – – –
PPG
1304
Peak Planning Group
Colorado
$529K -$29.5K -101 -6%
DI
1305
DAGCO Inc
Ohio
$529K – – –
1IA
1306
1834 Investment Advisors
Wisconsin
$527K -$19.3K -66 -4%
EGA
1307
E&G Advisors
Texas
$526K -$117K -400 -19%
KCP
1308
Kera Capital Partners
California
$525K +$11.7K +40 +2%
CC
1309
Clearwave Capital
California
$524K +$491K +1,679 New
CIM
1310
Cambria Investment Management
California
$523K +$490K +1,677 New
FFA
1311
Fi3 Financial Advisors
Indiana
$522K +$175K +600 +56%
PWP
1312
Phillips Wealth Planners
Mississippi
$521K +$9.06K +31 +2%
IBOK
1313
Independence Bank of Kentucky
Kentucky
$519K -$4.39K -15 -0.9%
MWS
1314
MFA Wealth Services
California
$516K +$24K +82 +5%
WIA
1315
Wetzel Investment Advisors
Indiana
$516K -$12.6K -43 -3%
AGP
1316
Aspire Growth Partners
Florida
$515K -$20.5K -70 -4%
AIM
1317
Advyzon Investment Management
Illinois
$514K +$96.2K +329 +25%
OF
1318
Optimize Financial
California
$514K +$5.85K +20 +1%
SW
1319
StrongBox Wealth
Missouri
$514K +$14.3K +49 +3%
SWM
1320
Salvus Wealth Management
New Jersey
$513K +$13.2K +45 +3%
FRM
1321
Fox Run Management
Connecticut
$513K -$3.51K -12 -0.7%
IP
1322
Indivisible Partners
Florida
$513K +$480K +1,642 New
EBWM
1323
Eagle Bluffs Wealth Management
Missouri
$511K -$4.39K -15 -0.9%
CG
1324
Cynosure Group
Utah
$509K +$477K +1,632 New
CSPIA
1325
Cary Street Partners Investment Advisory
Virginia
$508K -$100K -343 -17%
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