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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1601
Provenance Wealth Advisors
Florida
$209K – – –
RWM
1602
Rockline Wealth Management
New York
$209K – – –
FAG
1603
Fortitude Advisory Group
Washington
$209K +$1.42K +5 +0.7%
BFA
1604
Bill Few Associates
Pennsylvania
$208K -$2.84K -10 -1%
HIP
1605
HUB Investment Partners
Texas
$208K -$44.9K -158 -17%
MFG
1606
Mosaic Financial Group
Illinois
$208K – – –
GWCM
1607
Godshalk Welsh Capital Management
Pennsylvania
$207K -$9.94K -35 -4%
WCA
1608
Westover Capital Advisors
Delaware
$207K – – –
PCMC
1609
Private Capital Management (Colorado)
Colorado
$207K -$58.8K -207 -22%
GAM
1610
Gould Asset Management
California
$206K – – –
APP
1611
Avantax Planning Partners
Iowa
$206K -$10.5K -37 -5%
RWP
1612
Revolve Wealth Partners
New Jersey
$205K +$211K +743 New
ALC
1613
Alexander Labrunerie & Co
Missouri
$205K +$211K +742 New
PA
1614
Prossimo Advisors
California
$205K – – –
BFC
1615
Bedel Financial Consulting
Indiana
$205K -$284 -1 -0.1%
KCPG
1616
Kavar Capital Partners Group
Kansas
$204K – – –
ZIM
1617
Zacks Investment Management
Illinois
$204K +$284 +1 +0.1%
UAML
1618
US Asset Management LLC
Pennsylvania
$204K -$15.1K -53 -7%
PWM
1619
PBMares Wealth Management
Virginia
$204K – – –
SPF
1620
South Plains Financial
Texas
$203K +$208K +733 New
CHP
1621
Cable Hill Partners
Oregon
$202K +$2.56K +9 +1%
PFC
1622
Poplar Forest Capital
California
$202K – – –
WCM
1623
Washington Capital Management
Washington
$201K – – –
TIA
1624
Tiemann Investment Advisors
California
$201K -$7.1K -25 -3%
OWA
1625
One Wealth Advisors
California
$200K -$48.8K -172 -19%
63 64
65
66 67