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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
1426
Olistico Wealth
Oklahoma
$301K – – –
EP
1427
Edgestream Partners
New Jersey
$301K +$309K +1,088 New
BCG
1428
Breakwater Capital Group
New Jersey
$298K -$1.42K -5 -0.5%
HB
1429
HTLF Bank
Colorado
$297K -$34.4K -121 -10%
DTL
1430
Dynamic Technology Lab
Singapore
$297K +$305K +1,075 New
CCG
1431
Cypress Capital Group
Florida
$295K -$42.3K -149 -12%
AWA
1432
Arete Wealth Advisors
Illinois
$295K +$105K +370 +53%
CG
1433
Clarus Group
Texas
$294K – – –
ANBT
1434
American National Bank & Trust
Texas
$293K +$114K +400 +61%
WI
1435
Westbourne Investments
Virginia
$292K +$300K +1,058 New
AWM
1436
Affinity Wealth Management
Delaware
$292K +$852 +3 +0.3%
GWANC
1437
Guardian Wealth Advisors (North Carolina)
North Carolina
$290K +$32.1K +113 +12%
FRA
1438
Front Row Advisors
California
$290K -$852 -3 -0.3%
NEPPG
1439
New England Professional Planning Group
Rhode Island
$289K +$8.23K +29 +3%
PCG
1440
Prosperity Consulting Group
Maryland
$289K +$16.2K +57 +6%
MA
1441
MCF Advisors
Kentucky
$288K – – –
NFC
1442
Northstar Financial Companies
Pennsylvania
$288K +$296K +1,043 New
IA
1443
IMZ Advisory
Florida
$288K – – –
AAS
1444
Ameritas Advisory Services
Nebraska
$288K -$32.1K -113 -10%
V
1445
VeraBank
Texas
$287K – – –
RTC
1446
Real Talk Capital
Tennessee
$286K – – –
AS
1447
Aware Super
Australia
$285K +$293K +1,032 New
GWAM
1448
Guardian Wealth Advisors (Minnesota)
Minnesota
$285K -$24.1K -85 -8%
PL
1449
Parthenon LLC
Kentucky
$284K – – –
FFBTD
1450
First Financial Bank - Trust Division
Ohio
$283K +$10.5K +37 +4%
56 57
58
59 60