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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1326
BIP Wealth
Georgia
$508K +$230K +787 +94%
SC
1327
Sawyer & Company
Massachusetts
$506K +$14.6K +50 +3%
EA
1328
Everpar Advisors
Oklahoma
$505K +$134K +457 +39%
ESC
1329
Eurizon SLJ Capital
$505K +$473K +1,617 New
ACA
1330
Atlas Capital Advisors
Wyoming
$504K +$472K +1,614 New
IRP
1331
Investment Research Partners
Pennsylvania
$502K +$46.8K +160 +11%
FMWA
1332
Forvis Mazars Wealth Advisors
Missouri
$502K +$54.7K +187 +13%
DCM
1333
DGS Capital Management
New Jersey
$500K +$64.3K +220 +16%
SPF
1334
South Plains Financial
Texas
$500K +$9.94K +34 +2%
ACGA
1335
Atlanta Consulting Group Advisors
Georgia
$498K – – –
WEG
1336
World Equity Group
Illinois
$497K -$2.05K -7 -0.4%
APA
1337
Astoria Portfolio Advisors
New York
$496K -$12K -41 -3%
EWM
1338
Evermay Wealth Management
Virginia
$495K -$2.34K -8 -0.5%
CPWA
1339
Cerro Pacific Wealth Advisors
California
$494K -$57.6K -197 -11%
FDCP
1340
Foster Dykema Cabot & Partners
Massachusetts
$493K – – –
FIA
1341
Foundations Investment Advisors
Arizona
$492K -$1.17K -4 -0.3%
PWPS
1342
Pinnacle Wealth Planning Services
Ohio
$492K -$73.7K -252 -14%
WSA
1343
Wealth Science Advisors
Georgia
$492K +$461K +1,577 New
PCA
1344
Purkiss Capital Advisors
Connecticut
$490K +$292 +1 +0.1%
TPI
1345
Trust Point Inc
Wisconsin
$489K +$5.56K +19 +1%
LW
1346
Linscomb Wealth
Texas
$485K -$2.34K -8 -0.5%
ST
1347
Smithfield Trust
Pennsylvania
$485K +$43.3K +148 +10%
BONH
1348
Bank of New Hampshire
New Hampshire
$484K – – –
HBCM
1349
Heron Bay Capital Management
Michigan
$482K – – –
AIMA
1350
Ables Iannone Moore & Associates
Georgia
$481K -$13.2K -45 -3%
52 53
54
55 56