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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1401
First Western Trust Bank
Colorado
$484K +$979 +3 +0.2%
IA
1402
IFC Advisors
California
$484K +$35.9K +110 +8%
CA
1403
Cornerstone Advisory
Maryland
$481K +$17.6K +54 +4%
MAWA
1404
Moss Adams Wealth Advisors
Washington
$479K -$13.4K -41 -3%
MA
1405
MJP Associates
Connecticut
$478K -$94.9K -291 -17%
LA
1406
Lynch & Associates
Indiana
$477K +$63.6K +195 +16%
CA
1407
Carson Advisory
Georgia
$476K +$5.87K +18 +1%
AIS
1408
AM Investment Strategies
Tennessee
$474K -$16.3K -50 -3%
CPA
1409
Capital Performance Advisors
California
$472K -$448K -1,372 -50%
KA
1410
Klingman & Associates
New York
$472K +$5.87K +18 +1%
WFP
1411
Worthington Financial Partners
Ohio
$471K – – –
CC
1412
Courier Capital
New York
$468K – – –
EWS
1413
Evergreen Wealth Solutions
Pennsylvania
$468K +$89.4K +274 +25%
CWA
1414
Crux Wealth Advisors
California
$468K +$652 +2 +0.1%
IBOK
1415
Independence Bank of Kentucky
Kentucky
$468K -$69.8K -214 -13%
WC
1416
Wynn Capital
Georgia
$467K +$27.7K +85 +7%
PPG
1417
Peak Planning Group
Colorado
$466K -$32.6K -100 -7%
SWM
1418
Sterling Wealth Management
Illinois
$462K +$442K +1,355 New
BG
1419
Bollard Group
Massachusetts
$459K +$979 +3 +0.2%
1C
1420
111 Capital
France
$459K -$150K -461 -25%
AFGAS
1421
Allegiance Financial Group Advisory Services
Virginia
$459K -$10.1K -31 -2%
CG
1422
Curat Global
New Hampshire
$458K -$200K -612 -33%
CAM
1423
Councilmark Asset Management
Tennessee
$456K – – –
FFS
1424
Flavin Financial Services
Florida
$456K +$436K +1,338 New
FISPB
1425
Fideuram - Intesa Sanpaolo Private Banking
$455K +$35.6K +109 +9%
55 56
57
58 59