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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1401
Simplicity Wealth
New Jersey
$496K +$127K +388 +36%
UF
1402
Univest Financial
Pennsylvania
$495K -$326 -1 -0.1%
RFP
1403
Root Financial Partners
California
$494K +$98.5K +302 +26%
SRS
1404
Strong Retirement Solutions
Washington
$494K -$279K -854 -37%
OL
1405
Optas LLC
Texas
$489K +$51.2K +157 +12%
SWA
1406
SFMG Wealth Advisors
Texas
$487K +$39.5K +121 +9%
SC
1407
Sapient Capital
Indiana
$484K -$439K -1,347 -49%
FWTB
1408
First Western Trust Bank
Colorado
$484K +$979 +3 +0.2%
IA
1409
IFC Advisors
California
$484K +$35.9K +110 +8%
CA
1410
Cornerstone Advisory
Maryland
$481K +$17.6K +54 +4%
MAWA
1411
Moss Adams Wealth Advisors
Washington
$479K -$13.4K -41 -3%
MA
1412
MJP Associates
Connecticut
$478K -$94.9K -291 -17%
LA
1413
Lynch & Associates
Indiana
$477K +$63.6K +195 +16%
CA
1414
Carson Advisory
Georgia
$476K +$5.87K +18 +1%
AIS
1415
AM Investment Strategies
Tennessee
$474K -$16.3K -50 -3%
CPA
1416
Capital Performance Advisors
California
$472K -$448K -1,372 -50%
KA
1417
Klingman & Associates
New York
$472K +$5.87K +18 +1%
WFP
1418
Worthington Financial Partners
Ohio
$471K – – –
CC
1419
Courier Capital
New York
$468K – – –
EWS
1420
Evergreen Wealth Solutions
Pennsylvania
$468K +$89.4K +274 +25%
CWA
1421
Crux Wealth Advisors
California
$468K +$652 +2 +0.1%
IBOK
1422
Independence Bank of Kentucky
Kentucky
$468K -$69.8K -214 -13%
WC
1423
Wynn Capital
Georgia
$467K +$27.7K +85 +7%
PPG
1424
Peak Planning Group
Colorado
$466K -$32.6K -100 -7%
SWM
1425
Sterling Wealth Management
Illinois
$462K +$442K +1,355 New
55 56
57
58 59