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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1451
Wealth Management Associates
New Jersey
$297K +$43.6K +157 +19%
NW
1452
Naviter Wealth
Arkansas
$296K – – –
MEAC
1453
M.E. Allison & Co
Texas
$295K – – –
WF
1454
WoodTrust Financial
Wisconsin
$295K +$14.7K +53 +6%
CA
1455
CoreCap Advisors
Michigan
$294K +$22.5K +81 +9%
DI
1456
Disciplined Investors
Texas
$294K – – –
WF
1457
Womack Financial
Texas
$294K – – –
PS
1458
Planned Solutions
California
$294K +$5.28K +19 +2%
AFS
1459
Axiom Financial Strategies
Indiana
$294K +$27.5K +99 +11%
HIP
1460
HUB Investment Partners
Texas
$294K +$60.9K +219 +29%
SPF
1461
South Plains Financial
Texas
$293K +$65.6K +236 +32%
LG
1462
LaFleur & Godfrey
Michigan
$292K – – –
CIAS
1463
Capital Investment Advisory Services
North Carolina
$291K -$6.95K -25 -3%
EFM
1464
E Fund Management
China
$291K +$10K +36 +4%
ME
1465
McIlrath & Eck
Washington
$289K – – –
SIC
1466
Samalin Investment Counsel
New York
$288K +$265K +955 New
SG
1467
Somerset Group
Minnesota
$288K – – –
FA
1468
FDx Advisors
Illinois
$287K -$834 -3 -0.3%
AC
1469
ASB Consultores
Florida
$286K -$241K -868 -48%
GPW
1470
Genesis Private Wealth
Virginia
$285K +$13.1K +47 +5%
CFO
1471
CVA Family Office
Colorado
$285K +$6.39K +23 +2%
HI
1472
Harrington Investments
California
$285K – – –
SLWA
1473
San Luis Wealth Advisors
California
$284K +$556 +2 +0.2%
MAM
1474
McLean Asset Management
Virginia
$283K -$24.7K -89 -8%
FMP
1475
Financial Management Professionals
Texas
$283K +$8.61K +31 +3%
57 58
59
60 61