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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1376
StrongBox Wealth
Missouri
$358K -$288K -1,035 -47%
SPC
1377
Spirepoint Private Client
Florida
$358K -$278 -1 -0.1%
AWA
1378
Arete Wealth Advisors
Illinois
$357K +$31.7K +114 +11%
SIG
1379
Sargent Investment Group
Maryland
$356K -$7.22K -26 -2%
SG
1380
StoneX Group
New York
$355K -$17.5K -63 -5%
PCG
1381
Prosperity Consulting Group
Maryland
$354K +$35.6K +128 +12%
RWM
1382
RBA Wealth Management
California
$354K -$95K -342 -23%
SSW
1383
Smith Shellnut Wilson
Mississippi
$354K – – –
BCG
1384
Breakwater Capital Group
New Jersey
$353K +$25.6K +92 +9%
RFW
1385
Rainier Family Wealth
Washington
$352K -$68.6K -247 -17%
EFA
1386
Evernest Financial Advisors
Indiana
$350K +$323K +1,161 New
RIP
1387
Reliant Investment Partners
North Carolina
$350K -$4.17K -15 -1%
MCCA
1388
Mill Creek Capital Advisors
Pennsylvania
$349K +$65.9K +237 +26%
PDL
1389
Portfolio Design Labs
California
$347K -$348K -1,252 -52%
CH
1390
Cromwell Holdings
Wyoming
$346K – – –
GSWA
1391
Good Steward Wealth Advisors
Tennessee
$346K +$318K +1,146 New
PWG
1392
Portside Wealth Group
Utah
$346K +$50.6K +182 +19%
ARC
1393
Advisor Resource Council
Texas
$346K +$325K +1,171 New
OFS
1394
Orrstown Financial Services
Pennsylvania
$344K +$115K +415 +57%
CPW
1395
Cove Private Wealth
New York
$342K +$9.17K +33 +3%
LFG
1396
Larson Financial Group
Missouri
$340K +$126K +452 +67%
BW
1397
BIP Wealth
Georgia
$339K +$312K +1,123 New
JSAM
1398
J. Safra Asset Management
New York
$339K -$23.3K -84 -7%
SHIM
1399
Stone House Investment Management
Pennsylvania
$339K +$312K +1,123 New
BAAM
1400
Baker Avenue Asset Management
California
$339K -$4.72K -17 -1%
54 55
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