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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1401
Prosperity Consulting Group
Maryland
$240K +$228K +928 New
WF
1402
WoodTrust Financial
Wisconsin
$239K +$1.23K +5 +0.5%
RCM
1403
RB Capital Management
Nevada
$239K +$227K +922 New
ICG
1404
InterOcean Capital Group
Tennessee
$239K -$35.7K -145 -14%
IWA
1405
Icon Wealth Advisors
Texas
$237K +$80.9K +329 +56%
AWM
1406
Affinity Wealth Management
Delaware
$237K +$3.69K +15 +2%
ACM
1407
AlphaStar Capital Management
North Carolina
$237K +$225K +914 New
PJWM
1408
Philip James Wealth Mangement
Georgia
$237K -$135K -550 -38%
FBC
1409
Fairfield, Bush & Co
Connecticut
$236K – – –
ACM
1410
AUA Capital Management
Pennsylvania
$236K +$2.71K +11 +1%
AT
1411
Arlington Trust
Alabama
$235K -$2.46K -10 -1%
MW
1412
MBL Wealth
North Carolina
$235K +$223K +905 New
OWA
1413
One Wealth Advisors
California
$234K +$222K +901 New
SWM
1414
Seed Wealth Management
Illinois
$233K – – –
CFG
1415
Clayton Financial Group
Missouri
$233K +$221K +898 New
BB
1416
Busey Bank
Illinois
$232K +$220K +894 New
OW
1417
Olistico Wealth
Oklahoma
$230K – – –
ANBT
1418
American National Bank & Trust
Texas
$230K – – –
FOA
1419
Five Oceans Advisors
California
$230K – – –
GAM
1420
Gould Asset Management
California
$230K – – –
IFG
1421
Independent Financial Group
California
$227K -$8.36K -34 -4%
RB
1422
Renasant Bank
Mississippi
$227K -$6.39K -26 -3%
WWM
1423
WT Wealth Management
Arizona
$226K +$215K +873 New
PWW
1424
Pettyjohn Wood & White
Virginia
$226K +$214K +871 New
CWG
1425
Crown Wealth Group
North Carolina
$225K +$214K +869 New
55 56
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58 59