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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1351
Flatrock Wealth Partners
California
$545K +$39.1K +120 +8%
EWM
1352
Elevatus Welath Management
New York
$544K +$521K +1,597 New
PP
1353
Patron Partners
Texas
$544K -$31K -95 -6%
BB
1354
Bell Bank
North Dakota
$543K -$44.7K -137 -8%
FFA
1355
Florida Financial Advisors
Florida
$543K +$47.3K +145 +10%
DE
1356
Defiance ETFs
New York
$543K +$78.3K +240 +18%
EBWM
1357
Eagle Bluffs Wealth Management
Missouri
$542K -$14.7K -45 -3%
AGP
1358
Aspire Growth Partners
Florida
$541K -$14K -43 -3%
ZF
1359
Zhang Financial
Michigan
$540K +$4.24K +13 +0.8%
FDCP
1360
Foster Dykema Cabot & Partners
Massachusetts
$538K – – –
QWP
1361
Quotient Wealth Partners
Texas
$536K +$51.2K +157 +11%
EFG
1362
Ethos Financial Group
Pennsylvania
$536K -$23.2K -71 -5%
BA
1363
Bridgewater Advisors
New York
$534K -$10.1K -31 -2%
OP
1364
Oslo Pensjonsforsikring
$532K +$87.4K +268 +21%
HBCM
1365
Heron Bay Capital Management
Michigan
$526K – – –
MWM
1366
Madrid Wealth Management
New Mexico
$526K – – –
ABC
1367
Associated Banc-Corp
Wisconsin
$526K -$19.6K -60 -4%
FCH
1368
Freestone Capital Holdings
Washington
$525K -$16K -49 -3%
PAM
1369
Palisade Asset Management
Minnesota
$525K – – –
VWWMG
1370
Vermillion & White Wealth Management Group
Pennsylvania
$525K – – –
OFS
1371
OneAscent Financial Services
Alabama
$523K +$500K +1,534 New
OWM
1372
OneAscent Wealth Management
Alabama
$522K +$500K +1,533 New
AIMA
1373
Ables Iannone Moore & Associates
Georgia
$522K – – –
MAM
1374
Mainsail Asset Management
Alabama
$521K -$220K -675 -31%
BWP
1375
BSW Wealth Partners
Colorado
$520K -$258K -792 -34%
53 54
55
56 57