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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1526
Crestmont Private Wealth
Texas
$217K +$206K +753 New
MFG
1527
Mosaic Financial Group
Illinois
$217K – – –
BFC
1528
Bedel Financial Consulting
Indiana
$217K +$206K +751 New
FAG
1529
Fortitude Advisory Group
Washington
$217K +$206K +751 New
TIA
1530
Tiemann Investment Advisors
California
$217K +$206K +751 New
WCA
1531
Westover Capital Advisors
Delaware
$216K +$206K +750 New
GAM
1532
Gould Asset Management
California
$215K -$38.4K -140 -16%
SI
1533
Seeds Investor
New York
$215K +$205K +746 New
PA
1534
Prossimo Advisors
California
$214K +$204K +743 New
EDRH
1535
Edmond de Rothschild Holding
Switzerland
$213K -$125K -456 -38%
KCPG
1536
Kavar Capital Partners Group
Kansas
$213K -$55.1K -201 -21%
ZIM
1537
Zacks Investment Management
Illinois
$213K +$202K +738 New
PWM
1538
PBMares Wealth Management
Virginia
$213K +$202K +738 New
DOA
1539
D'Orazio & Associates
Virginia
$212K +$202K +736 New
EA
1540
Everpar Advisors
Oklahoma
$212K -$35.4K -129 -15%
NRC
1541
New Republic Capital
North Carolina
$211K +$200K +730 New
AO
1542
Advisor OS
Illinois
$211K +$201K +732 New
PFC
1543
Poplar Forest Capital
California
$211K +$200K +731 New
WCM
1544
Washington Capital Management
Washington
$210K +$200K +728 New
RFN
1545
RDA Financial Network
Iowa
$210K +$199K +727 New
IFS
1546
Ifrah Financial Services
Arkansas
$209K +$199K +726 New
MW
1547
Maia Wealth
Colorado
$209K +$195K +712 New
TAM
1548
Trillium Asset Management
Massachusetts
$209K +$198K +724 New
OFS
1549
Orrstown Financial Services
Pennsylvania
$209K +$198K +724 New
CHP
1550
Cable Hill Partners
Oregon
$208K -$73.7K -269 -27%
60 61
62
63 64