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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1401
Alta Advisers
United Kingdom
$462K – – –
FWTB
1402
First Western Trust Bank
Colorado
$462K +$3.21K +10 +0.7%
RWM
1403
Revisor Wealth Management
Ohio
$454K -$16.4K -51 -4%
PCH
1404
PGIM Custom Harvest
New Jersey
$452K +$8.02K +25 +2%
KCM
1405
Kathmere Capital Management
Pennsylvania
$451K +$28.2K +88 +7%
AU
1406
AlphaGrep UK
$450K +$134K +417 +43%
WFP
1407
Worthington Financial Partners
Ohio
$450K – – –
CA
1408
Carson Advisory
Georgia
$450K -$6.74K -21 -1%
CC
1409
Courier Capital
New York
$448K +$3.21K +10 +0.7%
AFGAS
1410
Allegiance Financial Group Advisory Services
Virginia
$448K -$14.8K -46 -3%
SFA
1411
Souders Financial Advisors
Ohio
$447K +$40.4K +126 +10%
CWA
1412
Crux Wealth Advisors
California
$447K -$7.06K -22 -2%
PFWA
1413
Paces Ferry Wealth Advisors
Georgia
$447K – – –
KA
1414
Klingman & Associates
New York
$446K +$14.8K +46 +3%
CPWA
1415
Cerro Pacific Wealth Advisors
California
$445K -$69.6K -217 -14%
CA
1416
Cornerstone Advisory
Maryland
$442K +$8.66K +27 +2%
EFM
1417
E Fund Management
China
$441K +$434K +1,354 New
RI
1418
Ridgewood Investments
New Jersey
$438K +$432K +1,345 New
BG
1419
Bollard Group
Massachusetts
$438K +$1.28K +4 +0.3%
CAM
1420
Councilmark Asset Management
Tennessee
$436K – – –
SAM
1421
Strategy Asset Managers
California
$432K -$12.2K -38 -3%
RCM
1422
RMR Capital Management
California
$432K – – –
FCT
1423
Family Capital Trust
Massachusetts
$430K +$424K +1,320 New
PWMG
1424
Prestige Wealth Management Group
New Jersey
$429K -$4.49K -14 -1%
AF
1425
Alerus Financial
North Dakota
$427K -$13.2K -41 -3%
55 56
57
58 59