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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1576
D'Orazio & Associates
Virginia
$231K -$278 -1 -0.1%
BFC
1577
Bedel Financial Consulting
Indiana
$231K +$13.3K +48 +6%
CFG
1578
Clayton Financial Group
Missouri
$230K -$17.8K -64 -8%
NPI
1579
New Perspectives Inc
Mississippi
$230K – – –
WSC
1580
Wellington Shields & Co
New York
$230K +$111K +400 +111%
SC
1581
Sapient Capital
Indiana
$229K -$63.4K -228 -23%
MWA
1582
Medallion Wealth Advisors
Connecticut
$229K +$31.7K +114 +18%
UCB
1583
United Community Bank
South Carolina
$229K +$22.2K +80 +12%
ML
1584
McAdam LLC
Pennsylvania
$228K -$274K -985 -57%
PWA
1585
Provenance Wealth Advisors
Florida
$228K – – –
RWM
1586
Rockline Wealth Management
New York
$228K – – –
HBW
1587
Hazlett, Burt & Watson
West Virginia
$228K +$23.9K +86 +13%
FAG
1588
Fortitude Advisory Group
Washington
$227K +$11.7K +42 +6%
LAS
1589
LWM Advisory Services
Florida
$227K -$2.22K -8 -1%
BFA
1590
Bill Few Associates
Pennsylvania
$227K -$834 -3 -0.4%
WCA
1591
Westover Capital Advisors
Delaware
$226K – – –
DAS
1592
Diversify Advisory Services
Utah
$226K -$10.6K -38 -5%
GAM
1593
Gould Asset Management
California
$225K – – –
TWM
1594
Thrive Wealth Management
Pennsylvania
$225K -$15.6K -56 -7%
MW
1595
Maia Wealth
Colorado
$225K +$2.22K +8 +1%
VCM
1596
Versant Capital Management
Arizona
$224K +$53.1K +191 +35%
CB
1597
Cadence Bank
Mississippi
$224K +$206K +742 New
WAM
1598
Weatherly Asset Management
California
$224K +$206K +740 New
PA
1599
Prossimo Advisors
California
$224K – – –
SI
1600
Sprott Inc
Ontario, Canada
$224K +$206K +741 New
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