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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1551
Compass Ion Advisors
Pennsylvania
$299K +$66.4K +227 +31%
SIM
1552
Sentry Investment Management
Wisconsin
$298K – – –
CAL
1553
Capital Analysts LLC
Pennsylvania
$298K +$52K +178 +23%
SIC
1554
Samalin Investment Counsel
New York
$294K -$8.48K -29 -3%
BWM
1555
BCS Wealth Management
Tennessee
$293K +$275K +940 New
SG
1556
Somerset Group
Minnesota
$293K – – –
DI
1557
Diligent Investors
California
$291K – – –
TIP
1558
Tandem Investment Partners
New Jersey
$290K -$52.6K -180 -16%
BWA
1559
Basecamp Wealth Advisors
Washington
$288K +$270K +924 New
BWA
1560
BlueChip Wealth Advisors
Georgia
$287K – – –
VP
1561
Verum Partners
North Carolina
$287K +$5.26K +18 +2%
SMA
1562
Seven Mile Advisory
New Jersey
$287K -$13.7K -47 -5%
HI
1563
Harrington Investments
California
$287K -$7.31K -25 -3%
WRPWM
1564
Werba Rubin Papier Wealth Management
California
$286K +$36K +123 +15%
KCM
1565
Kornitzer Capital Management
Kansas
$286K – – –
CIM
1566
Capital Investment Management
Missouri
$285K +$267K +913 New
DA
1567
Dover Advisors
Virginia
$285K – – –
SFO
1568
Stokes Family Office
Louisiana
$284K +$50.6K +173 +23%
GPW
1569
Genesis Private Wealth
Virginia
$284K -$10.5K -36 -4%
IWP
1570
Innova Wealth Partners
Pennsylvania
$283K +$27.8K +95 +12%
EM
1571
Excalibur Management
Massachusetts
$283K +$6.14K +21 +2%
SW
1572
Simplicity Wealth
New Jersey
$283K +$265K +907 New
VWA
1573
Visionary Wealth Advisors
Illinois
$281K – – –
ACM
1574
AUA Capital Management
Pennsylvania
$281K – – –
PCM
1575
Princeton Capital Management
New Jersey
$281K – – –
61 62
63
64 65