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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1426
L.J. Altfest & Co
New York
$268K -$5.48K -20 -2%
BFA
1427
Bragg Financial Advisors
North Carolina
$267K -$18.4K -67 -7%
HC
1428
Hendley & Co
Ohio
$267K – – –
IF
1429
Intrua Financial
Texas
$267K -$2.19K -8 -0.9%
WF
1430
WoodTrust Financial
Wisconsin
$266K – – –
CW
1431
CreativeOne Wealth
Kansas
$266K +$252K +921 New
CIAS
1432
Capital Investment Advisory Services
North Carolina
$265K +$29.3K +107 +13%
EL
1433
Essex LLC
Illinois
$264K +$251K +916 New
I
1434
INVST
Indiana
$264K +$14.3K +52 +6%
CAL
1435
Capital Analysts LLC
Pennsylvania
$263K +$13.7K +50 +6%
EA
1436
Echo45 Advisors
California
$263K -$8.5K -31 -3%
HIP
1437
HUB Investment Partners
Texas
$263K +$11.2K +41 +5%
AT
1438
Arlington Trust
Alabama
$262K – – –
AFS
1439
Axiom Financial Strategies
Indiana
$262K +$249K +908 New
PIP
1440
Peachtree Investment Partners
Florida
$261K +$248K +906 New
LWL
1441
Leo Wealth LLC
Texas
$261K -$41.7K -152 -14%
SWM
1442
Seed Wealth Management
Illinois
$261K – – –
DCM
1443
Donaldson Capital Management
Indiana
$261K +$29.9K +109 +14%
FMP
1444
Financial Management Professionals
Texas
$260K -$14.3K -52 -5%
ACM
1445
AUA Capital Management
Pennsylvania
$260K -$3.02K -11 -1%
BB
1446
Busey Bank
Illinois
$260K +$24.9K +91 +11%
OWA
1447
One Wealth Advisors
California
$260K – – –
BWP
1448
Balboa Wealth Partners
Arizona
$259K +$246K +898 New
FFO
1449
Fiduciary Family Office
Florida
$258K -$9.32K -34 -4%
PS
1450
Planned Solutions
California
$258K +$245K +893 New
56 57
58
59 60