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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1501
Hendley & Co
Ohio
$256K – – –
DI
1502
Disciplined Investors
Texas
$255K +$277K +974 New
WF
1503
WoodTrust Financial
Wisconsin
$255K – – –
BWA
1504
BlueChip Wealth Advisors
Georgia
$254K +$33.8K +119 +15%
CFO
1505
CVA Family Office
Colorado
$254K +$13.6K +48 +5%
CAL
1506
Capital Analysts LLC
Pennsylvania
$254K +$1.99K +7 +0.8%
MHC
1507
May Hill Capital
Massachusetts
$254K +$261K +919 New
MCCA
1508
Mill Creek Capital Advisors
Pennsylvania
$254K -$26.1K -92 -9%
SAA
1509
Southeast Asset Advisors
Georgia
$254K +$37.5K +132 +17%
BWP
1510
Barlow Wealth Partners
Kentucky
$253K +$5.11K +18 +2%
EL
1511
Essex LLC
Illinois
$253K – – –
LWL
1512
Leo Wealth LLC
Texas
$253K +$2.56K +9 +1%
VWA
1513
Visionary Wealth Advisors
Illinois
$253K -$5.39K -19 -2%
KCM
1514
Kornitzer Capital Management
Kansas
$253K +$32.4K +114 +14%
TC
1515
Trilogy Capital
California
$252K -$9.37K -33 -3%
FMP
1516
Financial Management Professionals
Texas
$251K +$1.99K +7 +0.8%
FCAS
1517
First Command Advisory Services
Texas
$251K +$127K +446 +97%
SWM
1518
Seed Wealth Management
Illinois
$250K – – –
CFA
1519
CWS Financial Advisors
Michigan
$249K +$256K +901 New
ACM
1520
AUA Capital Management
Pennsylvania
$249K – – –
EDRH
1521
Edmond de Rothschild Holding
Switzerland
$249K +$45.4K +160 +22%
I
1522
INVST
Indiana
$248K -$5.11K -18 -2%
GPW
1523
Genesis Private Wealth
Virginia
$248K +$255K +897 New
VWWMG
1524
Vermillion & White Wealth Management Group
Pennsylvania
$248K +$255K +897 New
AA
1525
Ancora Advisors
Ohio
$247K +$34.1K +120 +15%
59 60
61
62 63