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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1326
Cassady Schiller Wealth Management
Ohio
$58.3K -$3.99K -19 -6%
HFS
1327
Hantz Financial Services
Michigan
$57K +$61.4K +292 New
FMII
1328
Farmers & Merchants Investments Inc
Nebraska
$56.9K – – –
HWA
1329
HHM Wealth Advisors
Tennessee
$55K – – –
HWM
1330
Horizons Wealth Management
North Carolina
$54.8K – – –
GCM
1331
Gables Capital Management
Florida
$53.4K – – –
MLA
1332
MB, Levis & Associates
Pennsylvania
$53K – – –
FRA
1333
Front Row Advisors
California
$53K – – –
APW
1334
Acima Private Wealth
Virginia
$51.3K +$12.2K +58 +28%
ZB
1335
Zions Bancorporation
Utah
$49.3K -$5.04K -24 -9%
SWA
1336
SOA Wealth Advisors
New York
$49.3K – – –
KI
1337
Kapitalo Investimentos
Brazil
$48.7K +$52.7K +251 New
IRC
1338
Investors Research Corp
Georgia
$48K – – –
RTC
1339
Riverview Trust Company
Washington
$47K – – –
CSPAM
1340
Cary Street Partners Asset Management
Virginia
$46.6K – – –
OC
1341
Oakmont Corp
California
$46.6K – – –
MHR
1342
Matthew Hamilton Rosenberg
$45.8K – – –
AP
1343
Atwood & Palmer
Missouri
$44.7K – – –
BWAM
1344
Boyd Watterson Asset Management
Ohio
$43.9K – – –
BWM
1345
Baystate Wealth Management
Massachusetts
$43.7K +$6.72K +32 +17%
AI
1346
AXS Investments
New York
$43.7K +$1.89K +9 +4%
CWP
1347
Concord Wealth Partners
Virginia
$41.4K -$12.8K -61 -22%
AS
1348
Altshuler Shaham
Israel
$39.6K -$2.1K -10 -5%
BWP
1349
Baldwin Wealth Partners
Massachusetts
$37.9K +$4.2K +20 +11%
AAG
1350
Armstrong Advisory Group
Massachusetts
$37.7K – – –
52 53
54
55 56