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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1376
Trust Point Inc
Wisconsin
$358K -$145K -521 -31%
SW
1377
StrongBox Wealth
Missouri
$358K -$288K -1,035 -47%
SPC
1378
Spirepoint Private Client
Florida
$358K -$278 -1 -0.1%
AWA
1379
Arete Wealth Advisors
Illinois
$357K +$31.7K +114 +11%
SIG
1380
Sargent Investment Group
Maryland
$356K -$7.22K -26 -2%
SG
1381
StoneX Group
New York
$355K -$17.5K -63 -5%
PCG
1382
Prosperity Consulting Group
Maryland
$354K +$35.6K +128 +12%
RWM
1383
RBA Wealth Management
California
$354K -$95K -342 -23%
SSW
1384
Smith Shellnut Wilson
Mississippi
$354K – – –
BCG
1385
Breakwater Capital Group
New Jersey
$353K +$25.6K +92 +9%
RFW
1386
Rainier Family Wealth
Washington
$352K -$68.6K -247 -17%
EFA
1387
Evernest Financial Advisors
Indiana
$350K +$323K +1,161 New
RIP
1388
Reliant Investment Partners
North Carolina
$350K -$4.17K -15 -1%
MCCA
1389
Mill Creek Capital Advisors
Pennsylvania
$349K +$65.9K +237 +26%
PDL
1390
Portfolio Design Labs
California
$347K -$348K -1,252 -52%
CH
1391
Cromwell Holdings
Wyoming
$346K – – –
GSWA
1392
Good Steward Wealth Advisors
Tennessee
$346K +$318K +1,146 New
PWG
1393
Portside Wealth Group
Utah
$346K +$50.6K +182 +19%
ARC
1394
Advisor Resource Council
Texas
$346K +$325K +1,171 New
OFS
1395
Orrstown Financial Services
Pennsylvania
$344K +$115K +415 +57%
CPW
1396
Cove Private Wealth
New York
$342K +$9.17K +33 +3%
LFG
1397
Larson Financial Group
Missouri
$340K +$126K +452 +67%
BW
1398
BIP Wealth
Georgia
$339K +$312K +1,123 New
JSAM
1399
J. Safra Asset Management
New York
$339K -$23.3K -84 -7%
SHIM
1400
Stone House Investment Management
Pennsylvania
$339K +$312K +1,123 New
54 55
56
57 58