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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1526
Bragg Financial Advisors
North Carolina
$256K +$27.8K +101 +13%
G
1527
GenTrust
Florida
$256K +$249K +904 New
TC
1528
Trilogy Capital
California
$256K -$2.75K -10 -1%
NEPPG
1529
New England Professional Planning Group
Rhode Island
$256K – – –
FCG
1530
Fielder Capital Group
Tennessee
$256K +$56.1K +204 +29%
OL
1531
Optas LLC
Texas
$255K +$12.1K +44 +5%
VP
1532
Verum Partners
North Carolina
$255K -$5.78K -21 -2%
VWA
1533
Visionary Wealth Advisors
Illinois
$254K +$3.58K +13 +1%
ACM
1534
AUA Capital Management
Pennsylvania
$254K – – –
PCM
1535
Princeton Capital Management
New Jersey
$254K +$15.7K +57 +7%
RFP
1536
Root Financial Partners
California
$253K +$23.7K +86 +11%
SB
1537
Sunflower Bank
Texas
$252K +$550 +2 +0.2%
NPAN
1538
Northeast Planning Associates NH
New Hampshire
$251K – – –
BIA
1539
Barry Investment Advisors
Massachusetts
$251K +$17.1K +62 +8%
PP
1540
Pacifica Partners
Canada
$250K – – –
EM
1541
Excalibur Management
Massachusetts
$250K +$5.78K +21 +2%
VBA
1542
von Borstel & Associates
Oregon
$250K +$239K +868 New
GIA
1543
GHP Investment Advisors
Colorado
$250K – – –
RPWA
1544
Regent Peak Wealth Advisors
Georgia
$250K +$243K +884 New
CA
1545
Cullinan Associates
Kentucky
$249K – – –
TA
1546
Tactive Advisors
Florida
$249K +$39.6K +144 +20%
KAM
1547
Knightsbridge Asset Management
California
$248K +$242K +879 New
AFPL
1548
Advus Financial Partners, LLC
Florida
$247K -$24.8K -90 -9%
AWM
1549
Atticus Wealth Management
Florida
$247K +$79K +287 +49%
FI
1550
Financial Insights
Washington
$246K -$7.43K -27 -3%
60 61
62
63 64