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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1576
Challenger Wealth Management
California
$233K -$300K -1,090 -57%
GAA
1577
Global Assets Advisory
Florida
$233K -$15.4K -56 -6%
SM
1578
Salzhauer Michael
$233K – – –
AL
1579
Aspiriant LLC
California
$232K -$138K -503 -38%
IIC
1580
Integrated Investment Consultants
Michigan
$232K -$61.1K -222 -21%
AA
1581
Ancora Advisors
Ohio
$232K -$1.65K -6 -0.7%
RB
1582
Rodgers Brothers
Pennsylvania
$232K – – –
LG
1583
Leuthold Group
Minnesota
$231K – – –
PCM
1584
Poehling Capital Management
Wisconsin
$231K -$275 -1 -0.1%
GAM
1585
Gould Asset Management
California
$230K +$11.6K +42 +5%
PWM
1586
PBMares Wealth Management
Virginia
$230K -$4.95K -18 -2%
SFM
1587
Signet Financial Management
New Jersey
$230K +$2.2K +8 +1%
IWP
1588
Innova Wealth Partners
Pennsylvania
$229K +$17.9K +65 +9%
ALC
1589
Alexander Labrunerie & Co
Missouri
$229K – – –
SL
1590
Sentinus LLC
Illinois
$228K +$222K +808 New
RWP
1591
Revolve Wealth Partners
New Jersey
$227K -$1.93K -7 -0.9%
RRWA
1592
Rainey & Randall Wealth Advisors
Florida
$227K – – –
MMM
1593
Mendel Money Management
Illinois
$226K -$2.75K -10 -1%
CEI
1594
Clark Estates Inc
New York
$226K – – –
MW
1595
MBL Wealth
North Carolina
$225K -$3.85K -14 -2%
PA
1596
Prossimo Advisors
California
$225K +$4.13K +15 +2%
SWM
1597
Seed Wealth Management
Illinois
$224K -$30.3K -110 -12%
AWM
1598
Affinity Wealth Management
Delaware
$224K -$37.7K -137 -15%
WRPWM
1599
Werba Rubin Papier Wealth Management
California
$224K +$219K +794 New
LAM
1600
Longboard Asset Management
Arizona
$224K – – –
62 63
64
65 66