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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1626
Apella Capital
Connecticut
$221K +$227K +790 New
NPI
1627
New Perspectives Inc
Mississippi
$221K – – –
WSC
1628
Wellington Shields & Co
New York
$220K – – –
MWA
1629
Medallion Wealth Advisors
Connecticut
$220K – – –
WAM
1630
Weatherly Asset Management
California
$219K +$4.03K +14 +2%
PWA
1631
Provenance Wealth Advisors
Florida
$219K – – –
PCM
1632
Prelude Capital Management
New York
$219K +$218K +756 New
SW
1633
SteelPeak Wealth
California
$219K +$5.47K +19 +3%
LAS
1634
LWM Advisory Services
Florida
$218K – – –
WCA
1635
Westover Capital Advisors
Delaware
$217K – – –
IWP
1636
Innova Wealth Partners
Pennsylvania
$217K +$23.9K +83 +12%
CB
1637
Cadence Bank
Mississippi
$216K +$1.44K +5 +0.7%
GWCM
1638
Godshalk Welsh Capital Management
Pennsylvania
$214K – – –
KCPG
1639
Kavar Capital Partners Group
Kansas
$214K – – –
SF
1640
Symphony Financial
Texas
$214K +$571K +1,985 New
CWG
1641
Crown Wealth Group
North Carolina
$214K -$16.1K -56 -7%
TWM
1642
Thrive Wealth Management
Pennsylvania
$214K -$2.01K -7 -0.9%
AC
1643
Allstate Corporation
Illinois
$214K -$3.16M -10,998 -94%
TA
1644
Tactive Advisors
Florida
$214K +$212K +737 New
CA
1645
CoreCap Advisors
Michigan
$213K -$68.5K -238 -24%
FFG
1646
Fiduciary Financial Group
California
$213K -$2.01K -7 -0.9%
WCM
1647
Wedge Capital Management
North Carolina
$213K -$23.6K -82 -10%
EL
1648
EWA LLC
Pennsylvania
$212K +$211K +732 New
SIC
1649
Salem Investment Counselors
North Carolina
$212K +$14.7K +51 +8%
UAML
1650
US Asset Management LLC
Pennsylvania
$211K – – –
64 65
66
67 68