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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1601
Signet Financial Management
New Jersey
$234K +$3.45K +12 +2%
BFA
1602
Bragg Financial Advisors
North Carolina
$234K -$5.18K -18 -2%
SWA
1603
Stratos Wealth Advisors
Ohio
$234K -$2.01K -7 -0.9%
WF
1604
Wayfinding Financial
Washington
$233K -$15.8K -55 -6%
DOA
1605
D'Orazio & Associates
Virginia
$233K +$11.5K +40 +5%
RRWA
1606
Rainey & Randall Wealth Advisors
Florida
$233K – – –
CEI
1607
Clark Estates Inc
New York
$232K – – –
MWA
1608
Midland Wealth Advisors
Illinois
$231K -$12.1K -42 -5%
CCFM
1609
Clear Creek Financial Management
Washington
$230K -$35.1K -122 -13%
LAM
1610
Longboard Asset Management
Arizona
$230K – – –
BFA
1611
Bill Few Associates
Pennsylvania
$229K +$11.5K +40 +5%
MW
1612
Maia Wealth
Colorado
$228K +$2.59K +9 +1%
JJBC
1613
James J. Burns & Company
New York
$228K -$3.17K -11 -1%
CF
1614
Copperwynd Financial
Arizona
$228K +$20.4K +71 +10%
CC
1615
Climber Capital
Switzerland
$227K -$14.4K -50 -6%
RA
1616
Rise Advisors
New York
$227K -$16.4K -57 -7%
PA
1617
Prossimo Advisors
California
$227K +$11.5K +40 +5%
APP
1618
Avantax Planning Partners
Iowa
$226K -$576 -2 -0.3%
AGA
1619
Accuvest Global Advisors
Utah
$226K +$224K +780 New
ML
1620
McAdam LLC
Pennsylvania
$226K +$6.91K +24 +3%
SMF
1621
Scott Marsh Financial
Utah
$225K +$224K +778 New
GAM
1622
Gould Asset Management
California
$224K +$8.06K +28 +4%
BFC
1623
Bedel Financial Consulting
Indiana
$224K -$7.19K -25 -3%
JCM
1624
Jacobsen Capital Management
Utah
$224K +$11.2K +39 +5%
LS
1625
Leelyn Smith
Illinois
$223K – – –
63 64
65
66 67