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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1526
Rockline Wealth Management
New York
$218K +$207K +756 New
CPW
1527
Crestmont Private Wealth
Texas
$217K +$206K +753 New
MFG
1528
Mosaic Financial Group
Illinois
$217K – – –
BFC
1529
Bedel Financial Consulting
Indiana
$217K +$206K +751 New
FAG
1530
Fortitude Advisory Group
Washington
$217K +$206K +751 New
TIA
1531
Tiemann Investment Advisors
California
$217K +$206K +751 New
WCA
1532
Westover Capital Advisors
Delaware
$216K +$206K +750 New
GAM
1533
Gould Asset Management
California
$215K -$38.4K -140 -16%
SI
1534
Seeds Investor
New York
$215K +$205K +746 New
PA
1535
Prossimo Advisors
California
$214K +$204K +743 New
EDRH
1536
Edmond de Rothschild Holding
Switzerland
$213K -$125K -456 -38%
KCPG
1537
Kavar Capital Partners Group
Kansas
$213K -$55.1K -201 -21%
ZIM
1538
Zacks Investment Management
Illinois
$213K +$202K +738 New
PWM
1539
PBMares Wealth Management
Virginia
$213K +$202K +738 New
DOA
1540
D'Orazio & Associates
Virginia
$212K +$202K +736 New
EA
1541
Everpar Advisors
Oklahoma
$212K -$35.4K -129 -15%
NRC
1542
New Republic Capital
North Carolina
$211K +$200K +730 New
AO
1543
Advisor OS
Illinois
$211K +$201K +732 New
PFC
1544
Poplar Forest Capital
California
$211K +$200K +731 New
WCM
1545
Washington Capital Management
Washington
$210K +$200K +728 New
RFN
1546
RDA Financial Network
Iowa
$210K +$199K +727 New
IFS
1547
Ifrah Financial Services
Arkansas
$209K +$199K +726 New
MW
1548
Maia Wealth
Colorado
$209K +$195K +712 New
TAM
1549
Trillium Asset Management
Massachusetts
$209K +$198K +724 New
OFS
1550
Orrstown Financial Services
Pennsylvania
$209K +$198K +724 New
60 61
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63 64