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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1476
BlackDiamond Wealth Management
New York
$417K -$20.5K -63 -5%
PEA
1477
Park Edge Advisors
Ohio
$417K – – –
BW
1478
BostonPremier Wealth
Massachusetts
$417K – – –
CCA
1479
Corps Capital Advisors
Texas
$416K – – –
PS
1480
Planned Solutions
California
$415K +$29K +89 +8%
CFO
1481
CVA Family Office
Colorado
$415K -$7.5K -23 -2%
DWS
1482
Discipline Wealth Solutions
South Carolina
$413K -$6.85K -21 -2%
PCWA
1483
Pacific Capital Wealth Advisors
California
$413K – – –
JC
1484
JM2 Capital
Oklahoma
$412K -$1.63K -5 -0.4%
EWM
1485
Evermay Wealth Management
Virginia
$411K +$37.8K +116 +11%
PA
1486
Promethium Advisors
Maryland
$411K – – –
IAAG
1487
Innovative Asset Advisors Group
Connecticut
$411K +$58.4K +179 +17%
CWG
1488
Cornerstone Wealth Group
North Carolina
$410K +$83.2K +255 +27%
BB
1489
Busey Bank
Illinois
$410K +$51.5K +158 +15%
PL
1490
Plancorp LLC
Missouri
$408K -$346K -1,060 -48%
AMPWP
1491
Alvarez & Marsal Private Wealth Partners
Florida
$407K -$253K -777 -39%
SC
1492
Saturna Capital
Washington
$407K – – –
FMLI
1493
Fukoku Mutual Life Insurance
Japan
$406K – – –
BC
1494
Broadwater Capital
Massachusetts
$405K – – –
AC
1495
Arjuna Capital
North Carolina
$405K +$2.28K +7 +0.6%
VC
1496
Vicus Capital
Pennsylvania
$404K -$8.81K -27 -2%
SFS
1497
Sharp Financial Services
Pennsylvania
$403K +$32.6K +100 +9%
CAM
1498
Carret Asset Management
New York
$402K – – –
GA
1499
Goldstein Advisors
Wisconsin
$402K +$84.5K +259 +28%
VWA
1500
Visionary Wealth Advisors
Illinois
$401K – – –
58 59
60
61 62