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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1476
Coppell Advisory Solutions
Texas
$45.9K +$44.4K +203 New
TFM
1477
TFC Financial Management
Massachusetts
$45.7K – – –
MHR
1478
Matthew Hamilton Rosenberg
$44.7K – – –
AAG
1479
Armstrong Advisory Group
Massachusetts
$43.8K – – –
GTAM
1480
Global Trust Asset Management
Florida
$43.6K – – –
FUBT
1481
First United Bank & Trust
Maryland
$43.4K +$42K +192 New
TF
1482
Tompkins Financial
New York
$42.7K – – –
PCA
1483
Providence Capital Advisors
North Carolina
$40.9K +$32.6K +149 +466%
OSNBOA
1484
Old Second National Bank of Aurora
Illinois
$40.7K – – –
S
1485
Sachetta
Massachusetts
$40.3K +$38.9K +178 New
BWP
1486
Baldwin Wealth Partners
Massachusetts
$39.5K – – –
AFS
1487
Annapolis Financial Services
Maryland
$39.1K – – –
BSB
1488
Bangor Savings Bank
Maine
$37.1K – – –
SL
1489
Salomon & Ludwin
Virginia
$36.8K – – –
EC
1490
EdgeRock Capital
Colorado
$34.5K +$30.6K +140 New
MSG
1491
Main Street Group
Virginia
$34.4K +$33.2K +152 New
NMM
1492
Naples Money Management
Florida
$33.9K +$32.8K +150 New
SA
1493
Scarborough Advisors
Maryland
$33.7K +$32.6K +149 New
NFA
1494
Northwest Financial Advisors
Virginia
$33.2K +$32.1K +147 New
TVAMP
1495
Tennessee Valley Asset Management Partners
Tennessee
$32.1K +$31.1K +142 New
SWA
1496
SOA Wealth Advisors
New York
$30.3K -$13.1K -60 -31%
BFPW
1497
BOK Financial Private Wealth
Colorado
$29.9K – – –
TWP
1498
TFO Wealth Partners
Ohio
$29.6K -$875 -4 -3%
AIMA
1499
Ables Iannone Moore & Associates
Georgia
$29.2K +$28.2K +129 New
EWP
1500
Elevation Wealth Partners
California
$29.1K +$30.6K +140 New
58 59
60
61 62