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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1551
WR Wealth Planners
Missouri
$67.6K +$64.2K +261 New
IRC
1552
Investors Research Corp
Georgia
$64K – – –
HWM
1553
Horizons Wealth Management
North Carolina
$63.7K – – –
RTC
1554
Riverview Trust Company
Washington
$62.7K +$59.5K +242 New
OC
1555
Oakmont Corp
California
$62.2K – – –
LFG
1556
Larson Financial Group
Missouri
$61K -$6.39K -26 -10%
TFA
1557
Transamerica Financial Advisors
Florida
$61K -$105K -427 -65%
SIS
1558
Sound Income Strategies
Florida
$60.1K +$50.4K +205 +759%
QL
1559
Quarry LP
New York
$59.1K +$53.8K +219 +2,433%
BWAM
1560
Boyd Watterson Asset Management
Ohio
$58.6K – – –
IGWM
1561
ICA Group Wealth Management
Colorado
$58K +$37.6K +153 +215%
KFI
1562
Key Financial Inc
Pennsylvania
$56.2K – – –
BIA
1563
Bell Investment Advisors
California
$55.7K -$2.95K -12 -5%
AA
1564
Addison Advisors
Vermont
$55.7K – – –
CSC
1565
Caldwell Sutter Capital
California
$55.2K – – –
PCMC
1566
Planning Capital Management Corporation
Pennsylvania
$54.2K -$492 -2 -0.9%
TFM
1567
TFC Financial Management
Massachusetts
$52.9K +$492 +2 +1%
GTAM
1568
Global Trust Asset Management
Florida
$50K – – –
TF
1569
Tompkins Financial
New York
$49K – – –
PPC
1570
Park Place Capital
Alabama
$47.4K -$27.5K -112 -38%
FUBT
1571
First United Bank & Trust
Maryland
$47.4K -$2.21K -9 -5%
OSNBOA
1572
Old Second National Bank of Aurora
Illinois
$46.6K – – –
ETS
1573
ESL Trust Services
New York
$46.6K +$44.3K +180 New
BWP
1574
Baldwin Wealth Partners
Massachusetts
$45.3K – – –
AFS
1575
Annapolis Financial Services
Maryland
$44.8K – – –
61 62
63
64 65