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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1426
Diligent Investors
California
$268K – – –
LJAC
1427
L.J. Altfest & Co
New York
$268K -$5.48K -20 -2%
BFA
1428
Bragg Financial Advisors
North Carolina
$267K -$18.4K -67 -7%
HC
1429
Hendley & Co
Ohio
$267K – – –
IF
1430
Intrua Financial
Texas
$267K -$2.19K -8 -0.9%
WF
1431
WoodTrust Financial
Wisconsin
$266K – – –
CW
1432
CreativeOne Wealth
Kansas
$266K +$252K +921 New
CIAS
1433
Capital Investment Advisory Services
North Carolina
$265K +$29.3K +107 +13%
EL
1434
Essex LLC
Illinois
$264K +$251K +916 New
I
1435
INVST
Indiana
$264K +$14.3K +52 +6%
CAL
1436
Capital Analysts LLC
Pennsylvania
$263K +$13.7K +50 +6%
EA
1437
Echo45 Advisors
California
$263K -$8.5K -31 -3%
HIP
1438
HUB Investment Partners
Texas
$263K +$11.2K +41 +5%
AT
1439
Arlington Trust
Alabama
$262K – – –
AFS
1440
Axiom Financial Strategies
Indiana
$262K +$249K +908 New
PIP
1441
Peachtree Investment Partners
Florida
$261K +$248K +906 New
LWL
1442
Leo Wealth LLC
Texas
$261K -$41.7K -152 -14%
SWM
1443
Seed Wealth Management
Illinois
$261K – – –
DCM
1444
Donaldson Capital Management
Indiana
$261K +$29.9K +109 +14%
FMP
1445
Financial Management Professionals
Texas
$260K -$14.3K -52 -5%
ACM
1446
AUA Capital Management
Pennsylvania
$260K -$3.02K -11 -1%
BB
1447
Busey Bank
Illinois
$260K +$24.9K +91 +11%
OWA
1448
One Wealth Advisors
California
$260K – – –
BWP
1449
Balboa Wealth Partners
Arizona
$259K +$246K +898 New
FFO
1450
Fiduciary Family Office
Florida
$258K -$9.32K -34 -4%
56 57
58
59 60