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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1601
Sugarloaf Wealth Management
Georgia
$27.8K – – –
MIM
1602
Meridiem Investment Management
United Kingdom
$27.5K – – –
CCM
1603
Chilton Capital Management
Texas
$26K +$26.2K +102 New
BWL
1604
Bogart Wealth LLC
Virginia
$26K +$26.2K +102 New
FMTCOCP
1605
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
CFM
1606
Catalyst Funds Management
Australia
$25.5K -$180K -700 -88%
TWD
1607
True Wealth Design
Ohio
$25.5K – – –
CHC
1608
City Holding Co
West Virginia
$25.5K -$72.2K -281 -74%
LWANC
1609
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.3K – – –
PFA
1610
Pathway Financial Advisers
Indiana
$25.2K +$257 +1 +1%
BCMLT
1611
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.7K +$10.8K +42 +76%
SFC
1612
Strategic Financial Concepts
Texas
$24.7K +$2.8M +10,886 New
FP
1613
Financial Perspectives
Minnesota
$24K – – –
GA
1614
GoalVest Advisory
New York
$23K – – –
ITFISA
1615
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$22.7K +$7.45K +29 +48%
PG
1616
Proffitt & Goodson
Tennessee
$21.9K +$22.1K +86 New
BIM
1617
Breakwater Investment Management
Washington
$21.7K +$12.8K +50 +143%
BC
1618
Barrett & Company
Rhode Island
$21.4K – – –
IWA
1619
IBEX Wealth Advisors
New Jersey
$21.1K -$2.86M -11,152 -99%
CAL
1620
Capital Advisors Ltd
Ohio
$21K +$3.6K +14 +21%
SS
1621
Sunbelt Securities
Texas
$20.7K -$8.99K -35 -30%
CT
1622
Clearstead Trust
Maine
$20.4K – – –
VWA
1623
Valued Wealth Advisors
Utah
$20K +$3.08K +12 +18%
CTWM
1624
Cherry Tree Wealth Management
Minnesota
$19.4K +$7.45K +29 +62%
NBT
1625
Northwest Bank & Trust
Iowa
$18.4K – – –
63 64
65
66 67