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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1401
Copeland Capital Management
Pennsylvania
$18.3K +$4.85K +24 +38%
DWA
1402
Delos Wealth Advisors
Texas
$17.9K – – –
TFA
1403
Toth Financial Advisory
Virginia
$17.5K +$17K +84 New
BC
1404
Barrett & Company
Rhode Island
$17.5K +$17.4K +86 New
CT
1405
Clearstead Trust
Maine
$16.7K -$217K -1,074 -93%
LFA
1406
Legend Financial Advisors
Pennsylvania
$16.2K -$22.4K -111 -59%
SC
1407
Steph & Co
Wisconsin
$14.8K +$14.4K +71 New
WTG
1408
West Tower Group
Virginia
$14.6K -$71.6K -354 -83%
MFG
1409
Mendota Financial Group
Wisconsin
$13.5K – – –
IG
1410
ING Group
Netherlands
$13.3K -$1.64M -8,134 -99%
WPA
1411
West Paces Advisors
Georgia
$12.9K -$16.2K -80 -56%
NCM
1412
Northwest Capital Management
Oregon
$12.3K – – –
GEA
1413
Glen Eagle Advisors
New Jersey
$12.1K +$6.07K +30 +107%
GFPC
1414
Global Financial Private Client
Florida
$11.6K – – –
EBA
1415
Eagle Bay Advisors
New York
$11.4K – – –
HWP
1416
Hibernia Wealth Partners
Louisiana
$11.2K +$10.9K +54 New
AWM
1417
Abound Wealth Management
Tennessee
$11K -$202 -1 -2%
AIC
1418
Archer Investment Corporation
Indiana
$11K – – –
CAL
1419
Capital Advisors Ltd
Ohio
$11K +$404 +2 +4%
DSC
1420
Duncker Streett & Co
Missouri
$10.8K -$198K -977 -95%
LFA
1421
Level Financial Advisors
New York
$10.7K – – –
RW
1422
RVW Wealth
California
$10.4K +$10.1K +50 New
RWM
1423
Raffa Wealth Management
District of Columbia
$9.99K – – –
CTWM
1424
Cherry Tree Wealth Management
Minnesota
$9.79K +$7.68K +38 +422%
CPG
1425
Cornerstone Planning Group
New Jersey
$9.37K +$606 +3 +7%
55 56
57
58 59