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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWS
1326
MFA Wealth Services
California
$554K +$15.4K +48 +3%
AC
1327
Apella Capital
Connecticut
$554K +$258K +805 +93%
OIS
1328
Okabena Investment Services
Minnesota
$553K – – –
MA
1329
MJP Associates
Connecticut
$553K -$575K -1,791 -51%
DI
1330
DAGCO Inc
Ohio
$552K – – –
PP
1331
Patron Partners
Texas
$551K -$118K -369 -18%
EGA
1332
E&G Advisors
Texas
$550K +$1.6K +5 +0.3%
PWP
1333
Phillips Wealth Planners
Mississippi
$549K -$7.06K -22 -1%
CC
1334
Clearwave Capital
California
$549K +$1.93K +6 +0.4%
SPF
1335
South Plains Financial
Texas
$548K +$26K +81 +5%
CFM
1336
Catalyst Funds Management
Australia
$547K -$1.13M -3,522 -68%
RA
1337
Riversedge Advisors
Delaware
$544K -$18.9K -59 -3%
SWM
1338
Salvus Wealth Management
New Jersey
$540K +$3.53K +11 +0.7%
HIA
1339
Harbor Investment Advisory
Maryland
$539K -$15.7K -49 -3%
JF
1340
Jump Financial
Illinois
$539K -$801K -2,498 -60%
CI
1341
Conning Inc
Connecticut
$537K -$98.2K -306 -16%
TWA
1342
Tandem Wealth Advisors
Arizona
$535K -$42.7K -133 -8%
IWA
1343
Icon Wealth Advisors
Texas
$534K -$307K -956 -37%
CT
1344
Clearstead Trust
Maine
$534K -$60.6K -189 -10%
BONH
1345
Bank of New Hampshire
New Hampshire
$534K +$27.3K +85 +5%
EBWM
1346
Eagle Bluffs Wealth Management
Missouri
$533K – – –
AGP
1347
Aspire Growth Partners
Florida
$532K -$5.78K -18 -1%
AA
1348
Advisory Alpha
Michigan
$532K -$20.5K -64 -4%
1IA
1349
1834 Investment Advisors
Wisconsin
$531K -$18.9K -59 -3%
QWM
1350
QP Wealth Management
New Jersey
$530K -$63.5K -198 -11%
52 53
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55 56