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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1326
Tradition Wealth Management
Minnesota
$87K +$1.66K +8 +2%
CP
1327
Castleview Partners
Texas
$83.6K – – –
RA
1328
Rise Advisors
New York
$83.3K +$416 +2 +0.5%
JWA
1329
JFS Wealth Advisors
Pennsylvania
$80.3K +$1.87K +9 +3%
JFA
1330
JNBA Financial Advisors
Minnesota
$80.1K – – –
MSFP
1331
Mark Sheptoff Financial Planning
Connecticut
$79.6K – – –
HBW
1332
Hazlett, Burt & Watson
West Virginia
$78K – – –
SOW
1333
State of Wyoming
Wyoming
$74.3K -$135K -648 -66%
HNWAG
1334
High Net Worth Advisory Group
Florida
$74.1K – – –
NFSG
1335
Newbridge Financial Services Group
Florida
$73.5K – – –
CA
1336
Crewe Advisors
Utah
$71.7K +$28.1K +135 +71%
CAC
1337
Core Alternative Capital
Georgia
$70.4K +$1.04K +5 +2%
CSWM
1338
Cassady Schiller Wealth Management
Ohio
$70.4K +$66.4K +319 New
FMII
1339
Farmers & Merchants Investments Inc
Nebraska
$64.6K – – –
HWA
1340
HHM Wealth Advisors
Tennessee
$62.4K – – –
HWM
1341
Horizons Wealth Management
North Carolina
$62K +$52.2K +251 +810%
PFC
1342
Phocas Financial Corp
California
$61.8K +$58.3K +280 New
ZB
1343
Zions Bancorporation
Utah
$61.3K +$832 +4 +1%
GCM
1344
Gables Capital Management
Florida
$60.7K – – –
CWP
1345
Concord Wealth Partners
Virginia
$60.5K +$57K +274 New
MLA
1346
MB, Levis & Associates
Pennsylvania
$60.2K +$56.8K +273 New
FRA
1347
Front Row Advisors
California
$60K -$208 -1 -0.4%
SWA
1348
SOA Wealth Advisors
New York
$56K – – –
IRC
1349
Investors Research Corp
Georgia
$54.5K +$9.99K +48 +24%
RTC
1350
Riverview Trust Company
Washington
$53K -$24.1K -116 -32%
52 53
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