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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1526
Sax Wealth Advisors
New Jersey
$317K -$43.3K -148 -13%
AP
1527
Anchyra Partners
Georgia
$316K +$296K +1,013 New
AM
1528
Atwater Malick
Pennsylvania
$315K – – –
DSC
1529
Duncker Streett & Co
Missouri
$313K -$8.48K -29 -3%
RC
1530
RBF Capital
California
$312K – – –
FFO
1531
Fiduciary Family Office
Florida
$312K +$7.31K +25 +3%
ME
1532
McIlrath & Eck
Washington
$312K +$12.9K +44 +5%
DCM
1533
Dorato Capital Management
Colorado
$311K +$302K +1,033 New
SLWA
1534
San Luis Wealth Advisors
California
$311K -$28.1K -96 -9%
HCA
1535
Hyperion Capital Advisors
New York
$311K – – –
HNWA
1536
Henrickson Nauta Wealth Advisors
Michigan
$309K +$292K +1,000 New
FG
1537
Foster Group
Iowa
$309K +$40.6K +139 +16%
OFW
1538
Omnia Family Wealth
Florida
$307K +$67K +229 +30%
SB
1539
Sunflower Bank
Texas
$306K +$25.7K +88 +10%
CW
1540
CreativeOne Wealth
Kansas
$306K -$30.4K -104 -10%
MEAC
1541
M.E. Allison & Co
Texas
$305K +$292 +1 +0.1%
IP
1542
Intellectus Partners
California
$305K -$20.2K -69 -7%
RCM
1543
RB Capital Management
Nevada
$305K -$5.85K -20 -2%
WF
1544
Womack Financial
Texas
$304K – – –
UAG
1545
United Advisor Group
Ohio
$303K -$6.43K -22 -2%
SIA
1546
Strategic Investment Advisors
Michigan
$302K -$21.1K -72 -7%
SIG
1547
Sargent Investment Group
Maryland
$302K +$283K +967 New
AU
1548
AlphaGrep UK
$301K +$282K +965 New
NW
1549
Naviter Wealth
Arkansas
$301K -$112K -383 -28%
MAM
1550
McLean Asset Management
Virginia
$301K -$1.75K -6 -0.6%
60 61
62
63 64