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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1601
Asset One Wealth Management
Washington
$299K +$291K +907 New
AWP
1602
Abacus Wealth Partners
California
$296K +$6.1K +19 +2%
AGC
1603
August Group Capital
$295K +$1.28K +4 +0.4%
DMBA
1604
Deseret Mutual Benefit Administrators
Utah
$295K +$124K +388 +75%
WF
1605
Wayfinding Financial
Washington
$294K +$6.42K +20 +2%
HI
1606
Harrington Investments
California
$294K -$5.45K -17 -2%
SAA
1607
Southeast Asset Advisors
Georgia
$294K +$7.7K +24 +3%
ACM
1608
AUA Capital Management
Pennsylvania
$293K – – –
PCM
1609
Princeton Capital Management
New Jersey
$293K – – –
RPWA
1610
Regent Peak Wealth Advisors
Georgia
$292K +$6.74K +21 +2%
HBW
1611
Hazlett, Burt & Watson
West Virginia
$292K – – –
EA
1612
Echo45 Advisors
California
$292K +$321 +1 +0.1%
BWA
1613
Basecamp Wealth Advisors
Washington
$292K -$9.3K -29 -3%
FWP
1614
Family Wealth Partners
North Carolina
$291K -$1.6K -5 -0.6%
SEP
1615
Signature Equity Partners
Ohio
$291K +$95K +296 +50%
TSWM
1616
Triangle Securities Wealth Management
North Carolina
$291K – – –
PP
1617
Pacifica Partners
Canada
$290K – – –
NPAN
1618
Northeast Planning Associates NH
New Hampshire
$290K – – –
BFC
1619
Bedel Financial Consulting
Indiana
$289K – – –
GPW
1620
Genesis Private Wealth
Virginia
$289K -$7.38K -23 -3%
BFA
1621
Bragg Financial Advisors
North Carolina
$289K +$6.1K +19 +2%
PWAM
1622
Private Wealth Asset Management
Iowa
$288K +$4.81K +15 +2%
CA
1623
Cullinan Associates
Kentucky
$287K – – –
SFSG
1624
Sound Financial Strategies Group
Mississippi
$287K -$430K -1,339 -60%
BMO
1625
Beck Mack & Oliver
New York
$286K – – –
63 64
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66 67