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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1626
Mascoma Wealth Management
New Hampshire
$17.6K +$10.3K +40 +138%
CAS
1627
Coppell Advisory Solutions
Texas
$17.6K +$17.7K +69 New
SFA
1628
Semmax Financial Advisors
North Carolina
$17.4K +$16.7K +65 New
OWA
1629
Opal Wealth Advisors
New York
$17.1K +$17.2K +67 New
AWM
1630
Abound Wealth Management
Tennessee
$16.8K +$1.54K +6 +10%
IGWM
1631
ICA Group Wealth Management
Colorado
$16.8K -$40.6K -158 -71%
MFG
1632
Mendota Financial Group
Wisconsin
$16.6K – – –
TFA
1633
Toth Financial Advisory
Virginia
$16.6K – – –
CAM
1634
Creekmur Asset Management
Illinois
$16.2K +$1.28K +5 +9%
CA
1635
Continuum Advisory
Idaho
$15.8K – – –
SIS
1636
Sound Income Strategies
Florida
$15.1K -$44.4K -173 -75%
NCM
1637
Northwest Capital Management
Oregon
$15.1K – – –
RWA
1638
Redmont Wealth Advisors
Illinois
$14.8K – – –
AW
1639
Avion Wealth
Texas
$14K +$514 +2 +4%
PPWM
1640
PFG Private Wealth Management
Florida
$13.5K – – –
FFA
1641
Frazier Financial Advisors
Ohio
$13.3K – – –
CAM
1642
Chesapeake Asset Management
New York
$12.8K -$2.57K -10 -17%
PPA
1643
Painted Porch Advisors
California
$12.5K +$12.6K +49 New
MCM
1644
MidAtlantic Capital Management
Virginia
$12.2K – – –
RWM
1645
Raffa Wealth Management
District of Columbia
$12.2K – – –
OAJ
1646
Ogorek Anthony Joseph
New York
$12K – – –
CSWM
1647
Cassady Schiller Wealth Management
Ohio
$12K -$77K -300 -86%
WIM
1648
Westside Investment Management
California
$11.7K +$4.62K +18 +64%
RFA
1649
Register Financial Advisors
Georgia
$11.2K – – –
CPA
1650
Clear Point Advisors
New York
$11.2K – – –
64 65
66
67 68