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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1376
Baldwin Wealth Partners
Massachusetts
$33.7K -$3.92K -20 -10%
AI
1377
AXS Investments
New York
$33.5K -$9.99K -51 -23%
AFS
1378
Annapolis Financial Services
Maryland
$33.3K – – –
TFM
1379
TFC Financial Management
Massachusetts
$32.4K -$28.4K -145 -46%
OA
1380
Operose Advisors
Wisconsin
$30.6K – – –
BIA
1381
Bell Investment Advisors
California
$28.7K -$3.33K -17 -10%
SF
1382
Safeguard Financial
Wisconsin
$28K +$28.8K +147 New
WPA
1383
West Paces Advisors
Georgia
$27.3K -$5.88K -30 -17%
BSB
1384
Bangor Savings Bank
Maine
$27K – – –
IAS
1385
IMA Advisory Services
Colorado
$26.8K +$20K +102 +276%
C
1386
Covestor
United Kingdom
$26K -$392 -2 -1%
HCM
1387
Hollencrest Capital Management
California
$26K -$392 -2 -1%
CYG
1388
Clean Yield Group
Vermont
$25.6K +$2.55K +13 +11%
TWP
1389
TFO Wealth Partners
Ohio
$25.2K – – –
EL
1390
EMFO LLC
Florida
$24.1K – – –
TCM
1391
Tradewinds Capital Management
Washington
$23.1K – – –
DMKJ
1392
David M. Knott Jr
$23K – – –
RFG
1393
RFP Financial Group
Georgia
$22.5K +$3.53K +18 +18%
CTA
1394
Colonial Trust Advisors
South Carolina
$22.3K – – –
CWM
1395
CarsonAllaria Wealth Management
Illinois
$22.2K – – –
SS
1396
Sunbelt Securities
Texas
$22.2K -$1.57K -8 -7%
AA
1397
Addison Advisors
Vermont
$22.1K – – –
SIS
1398
Strategic Investment Solutions
Illinois
$22K – – –
AWM
1399
Atticus Wealth Management
Florida
$21.8K – – –
TIM
1400
Tortoise Investment Management
New York
$21.6K +$784 +4 +4%
54 55
56
57 58