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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1576
Princeton Capital Management
New Jersey
$281K – – –
AGC
1577
August Group Capital
$281K +$263K +901 New
OWP
1578
ORG Wealth Partners
Texas
$281K -$15.2K -52 -5%
FWP
1579
Family Wealth Partners
North Carolina
$280K +$263K +898 New
HBW
1580
Hazlett, Burt & Watson
West Virginia
$280K +$5.85K +20 +2%
EA
1581
Echo45 Advisors
California
$279K -$16.4K -56 -6%
GA
1582
Goldstein Advisors
Wisconsin
$279K +$7.31K +25 +3%
AFC
1583
Avise Financial Cooperative
California
$279K +$261K +893 New
TSWM
1584
Triangle Securities Wealth Management
North Carolina
$278K +$5.85K +20 +2%
BNA
1585
BankChampaign National Association
Illinois
$278K +$261K +892 New
AWP
1586
Abacus Wealth Partners
California
$278K +$46.5K +159 +22%
NPAN
1587
Northeast Planning Associates NH
New Hampshire
$277K – – –
BFC
1588
Bedel Financial Consulting
Indiana
$277K +$33.6K +115 +15%
CIAS
1589
Capital Investment Advisory Services
North Carolina
$277K +$5.56K +19 +2%
GIA
1590
GHP Investment Advisors
Colorado
$276K – – –
PP
1591
Pacifica Partners
Canada
$276K – – –
CA
1592
Cullinan Associates
Kentucky
$275K – – –
WF
1593
Wayfinding Financial
Washington
$275K +$2.92K +10 +1%
BMO
1594
Beck Mack & Oliver
New York
$274K +$5.85K +20 +2%
NEPPG
1595
New England Professional Planning Group
Rhode Island
$274K -$8.48K -29 -3%
SAA
1596
Southeast Asset Advisors
Georgia
$274K +$48.8K +167 +24%
RPWA
1597
Regent Peak Wealth Advisors
Georgia
$273K -$2.34K -8 -0.9%
AWM
1598
Atticus Wealth Management
Florida
$273K +$585 +2 +0.2%
LTAS
1599
Linden Thomas Advisory Services
North Carolina
$273K +$12.9K +44 +5%
RI
1600
Rinkey Investments
California
$272K +$255K +871 New
62 63
64
65 66