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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1401
WoodTrust Financial
Wisconsin
$239K +$1.23K +5 +0.5%
RCM
1402
RB Capital Management
Nevada
$239K +$227K +922 New
ICG
1403
InterOcean Capital Group
Tennessee
$239K -$35.7K -145 -14%
IWA
1404
Icon Wealth Advisors
Texas
$237K +$80.9K +329 +56%
AWM
1405
Affinity Wealth Management
Delaware
$237K +$3.69K +15 +2%
ACM
1406
AlphaStar Capital Management
North Carolina
$237K +$225K +914 New
PJWM
1407
Philip James Wealth Mangement
Georgia
$237K -$135K -550 -38%
FBC
1408
Fairfield, Bush & Co
Connecticut
$236K – – –
ACM
1409
AUA Capital Management
Pennsylvania
$236K +$2.71K +11 +1%
AT
1410
Arlington Trust
Alabama
$235K -$2.46K -10 -1%
MW
1411
MBL Wealth
North Carolina
$235K +$223K +905 New
OWA
1412
One Wealth Advisors
California
$234K +$222K +901 New
SWM
1413
Seed Wealth Management
Illinois
$233K – – –
CFG
1414
Clayton Financial Group
Missouri
$233K +$221K +898 New
BB
1415
Busey Bank
Illinois
$232K +$220K +894 New
OW
1416
Olistico Wealth
Oklahoma
$230K – – –
ANBT
1417
American National Bank & Trust
Texas
$230K – – –
FOA
1418
Five Oceans Advisors
California
$230K – – –
GAM
1419
Gould Asset Management
California
$230K – – –
IFG
1420
Independent Financial Group
California
$227K -$8.36K -34 -4%
RB
1421
Renasant Bank
Mississippi
$227K -$6.39K -26 -3%
WWM
1422
WT Wealth Management
Arizona
$226K +$215K +873 New
PWW
1423
Pettyjohn Wood & White
Virginia
$226K +$214K +871 New
CWG
1424
Crown Wealth Group
North Carolina
$225K +$214K +869 New
NL
1425
NWAM LLC
Washington
$223K -$28.5K -116 -12%
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