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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1601
Falcon Wealth Planning
California
$317K -$43.7K -134 -13%
DI
1602
Diligent Investors
California
$317K – – –
MEAC
1603
M.E. Allison & Co
Texas
$315K -$5.54K -17 -2%
BWA
1604
BlueChip Wealth Advisors
Georgia
$314K – – –
TWD
1605
True Wealth Design
Ohio
$313K +$45.7K +140 +18%
RCM
1606
RB Capital Management
Nevada
$313K -$11.7K -36 -4%
WRPWM
1607
Werba Rubin Papier Wealth Management
California
$313K -$8.15K -25 -3%
AOWM
1608
Asset One Wealth Management
Washington
$312K +$5.87K +18 +2%
FWP
1609
Family Wealth Partners
North Carolina
$311K +$6.85K +21 +2%
JSSH
1610
J. Safra Sarasin Holding
$311K +$297K +912 New
JSL
1611
JT Stratford LLC
Georgia
$310K -$687K -2,106 -70%
SIA
1612
Sovereign Investment Advisors
Arizona
$310K +$32.6K +100 +12%
CWMA
1613
Capstone Wealth Management (Alabama)
Alabama
$310K +$296K +909 New
GCP
1614
Guardian Capital (Pennsylvania)
Pennsylvania
$309K -$52.2K -160 -15%
OIS
1615
OneAscent Investment Solutions
Alabama
$308K +$295K +905 New
HI
1616
Harrington Investments
California
$307K – – –
SAA
1617
Southeast Asset Advisors
Georgia
$307K – – –
HBW
1618
Hazlett, Burt & Watson
West Virginia
$307K – – –
ACM
1619
AUA Capital Management
Pennsylvania
$307K – – –
PCM
1620
Princeton Capital Management
New Jersey
$307K – – –
NRC
1621
New Republic Capital
North Carolina
$306K +$61.6K +189 +27%
WF
1622
Wayfinding Financial
Washington
$306K -$1.3K -4 -0.4%
SFG
1623
SNS Financial Group
Minnesota
$305K +$292K +894 New
BWA
1624
Basecamp Wealth Advisors
Washington
$304K -$652 -2 -0.2%
TSWM
1625
Triangle Securities Wealth Management
North Carolina
$304K – – –
63 64
65
66 67