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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1426
Tyche Wealth Partners
Texas
$454K +$9.13K +28 +2%
WWC
1427
Waypoint Wealth Counsel
Georgia
$454K -$510K -1,563 -54%
MW
1428
MBL Wealth
North Carolina
$454K +$80.9K +248 +23%
CPWA
1429
Cerro Pacific Wealth Advisors
California
$453K -$11.1K -34 -2%
RCM
1430
RMR Capital Management
California
$451K – – –
LP
1431
LMR Partners
United Kingdom
$451K +$432K +1,323 New
PFWA
1432
Paces Ferry Wealth Advisors
Georgia
$450K -$16.6K -51 -4%
CP
1433
CenterBook Partners
Connecticut
$448K -$3.61M -11,078 -89%
NFA
1434
Northern Financial Advisors
Michigan
$448K +$2.94K +9 +0.7%
LWM
1435
LightSquare Wealth Management
Michigan
$448K -$92K -282 -18%
AF
1436
Alerus Financial
North Dakota
$447K – – –
SAM
1437
Strategy Asset Managers
California
$446K -$4.89K -15 -1%
TL
1438
Tradewinds LLC
North Carolina
$445K +$16.4M +50,280 +6,564%
RWM
1439
Revisor Wealth Management
Ohio
$445K -$30K -92 -7%
ML
1440
McAdam LLC
Pennsylvania
$444K +$425K +1,302 New
HVIA
1441
Hudson Valley Investment Advisors
New York
$443K -$2.61K -8 -0.6%
EFM
1442
E Fund Management
China
$442K -$18.9K -58 -4%
SIA
1443
Strategic Investment Advisors
Michigan
$440K -$5.87K -18 -1%
SA
1444
Strategic Advisors
New York
$438K -$6.2K -19 -1%
ZIM
1445
Zacks Investment Management
Illinois
$438K +$54.5K +167 +15%
OL
1446
Odyssean LLC
Connecticut
$436K -$460K -1,411 -52%
BFM
1447
Boothbay Fund Management
New York
$435K -$357K -1,093 -46%
IAN
1448
Integrated Advisors Network
Texas
$434K -$326 -1 -0.1%
PG
1449
Proffitt & Goodson
Tennessee
$434K +$2.61K +8 +0.6%
AI
1450
Accredited Investors
Minnesota
$432K +$78.3K +240 +23%
56 57
58
59 60