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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
1451
American Institute for Advanced Investment Management
Arizona
$383K -$39.5K -135 -10%
PCP
1452
Proficio Capital Partners
Massachusetts
$382K -$6.43K -22 -2%
PEA
1453
Park Edge Advisors
Ohio
$382K – – –
BW
1454
BostonPremier Wealth
Massachusetts
$382K -$29.2K -100 -8%
JC
1455
JM2 Capital
Oklahoma
$381K +$357K +1,222 New
RFS
1456
Richardson Financial Services
Massachusetts
$381K +$88.6K +303 +33%
CCA
1457
Corps Capital Advisors
Texas
$381K +$357K +1,220 New
ECM
1458
Elgethun Capital Management
South Dakota
$380K – – –
OHIS
1459
Oak Harvest Investment Services
Texas
$380K -$176K -603 -33%
PA
1460
Promethium Advisors
Maryland
$377K – – –
PCWA
1461
Pacific Capital Wealth Advisors
California
$375K -$6.72K -23 -2%
PCM
1462
Prelude Capital Management
New York
$375K +$351K +1,200 New
PAG
1463
Paladin Advisory Group
Iowa
$374K +$20.8K +71 +6%
PWG
1464
Portside Wealth Group
Utah
$373K +$22.5K +77 +7%
FFS
1465
Founders Financial Securities
Maryland
$373K +$349K +1,194 New
FMLI
1466
Fukoku Mutual Life Insurance
Japan
$372K – – –
BAM
1467
Belpointe Asset Management
Nevada
$372K -$94.4K -323 -21%
FFA
1468
Florida Financial Advisors
Florida
$372K +$16.1K +55 +5%
CAM
1469
Carret Asset Management
New York
$372K – – –
BC
1470
Broadwater Capital
Massachusetts
$371K -$8.77K -30 -2%
EGM
1471
Engineers Gate Manager
New York
$371K -$2.12M -7,241 -86%
FCG
1472
Fielder Capital Group
Tennessee
$370K +$82.2K +281 +31%
RBWA
1473
RFG - Bristol Wealth Advisors
Massachusetts
$367K -$6.43K -22 -2%
KAS
1474
KPP Advisory Services
Kentucky
$367K -$9.06K -31 -3%
FFA
1475
Founders Financial Alliance
North Carolina
$361K +$20.5K +70 +6%
57 58
59
60 61