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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1401
Journey Strategic Wealth
New Jersey
$280K +$34.5K +126 +15%
OP
1402
ORG Partners
Indiana
$280K -$771K -2,811 -74%
LG
1403
LaFleur & Godfrey
Michigan
$279K – – –
OL
1404
Optas LLC
Texas
$278K +$264K +963 New
FRM
1405
Fox Run Management
Connecticut
$277K +$264K +962 New
FBT
1406
First Bank & Trust
South Dakota
$277K +$5.48K +20 +2%
AHL
1407
Abel Hall LLC
Louisiana
$276K – – –
ME
1408
McIlrath & Eck
Washington
$276K – – –
PCMC
1409
Private Capital Management (Colorado)
Colorado
$276K +$262K +956 New
SG
1410
Somerset Group
Minnesota
$275K – – –
BBP
1411
Banco BTG Pactual
Brazil
$275K +$261K +952 New
BWM
1412
Brophy Wealth Management
New Hampshire
$274K +$261K +951 New
FC
1413
Forte Capital
New York
$273K – – –
GTAM
1414
Global Trust Asset Management
Florida
$273K +$171K +625 +193%
NL
1415
NWAM LLC
Washington
$273K +$260K +948 New
TC
1416
Trilogy Capital
California
$273K -$26.6K -97 -9%
HI
1417
Harrington Investments
California
$272K – – –
SWM
1418
Segment Wealth Management
Texas
$272K – – –
QC
1419
Quent Capital
New York
$271K -$11.8K -43 -4%
VP
1420
Verum Partners
North Carolina
$271K -$4.66K -17 -2%
TFA
1421
Transamerica Financial Advisors
Florida
$271K +$193K +704 +300%
GWANC
1422
Guardian Wealth Advisors (North Carolina)
North Carolina
$271K -$12.3K -45 -5%
VWA
1423
Visionary Wealth Advisors
Illinois
$269K – – –
SLWA
1424
San Luis Wealth Advisors
California
$269K – – –
CCA
1425
Childress Capital Advisors
Texas
$269K -$2.19K -8 -0.9%
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