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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
1626
New Perspectives Inc
Mississippi
$221K – – –
WSC
1627
Wellington Shields & Co
New York
$220K – – –
MWA
1628
Medallion Wealth Advisors
Connecticut
$220K – – –
WAM
1629
Weatherly Asset Management
California
$219K +$4.03K +14 +2%
PWA
1630
Provenance Wealth Advisors
Florida
$219K – – –
PCM
1631
Prelude Capital Management
New York
$219K +$218K +756 New
SW
1632
SteelPeak Wealth
California
$219K +$5.47K +19 +3%
LAS
1633
LWM Advisory Services
Florida
$218K – – –
WCA
1634
Westover Capital Advisors
Delaware
$217K – – –
IWP
1635
Innova Wealth Partners
Pennsylvania
$217K +$23.9K +83 +12%
CB
1636
Cadence Bank
Mississippi
$216K +$1.44K +5 +0.7%
GWCM
1637
Godshalk Welsh Capital Management
Pennsylvania
$214K – – –
KCPG
1638
Kavar Capital Partners Group
Kansas
$214K – – –
SF
1639
Symphony Financial
Texas
$214K +$571K +1,985 New
CWG
1640
Crown Wealth Group
North Carolina
$214K -$16.1K -56 -7%
TWM
1641
Thrive Wealth Management
Pennsylvania
$214K -$2.01K -7 -0.9%
AC
1642
Allstate Corporation
Illinois
$214K -$3.16M -10,998 -94%
TA
1643
Tactive Advisors
Florida
$214K +$212K +737 New
CA
1644
CoreCap Advisors
Michigan
$213K -$68.5K -238 -24%
FFG
1645
Fiduciary Financial Group
California
$213K -$2.01K -7 -0.9%
WCM
1646
Wedge Capital Management
North Carolina
$213K -$23.6K -82 -10%
EL
1647
EWA LLC
Pennsylvania
$212K +$211K +732 New
SIC
1648
Salem Investment Counselors
North Carolina
$212K +$14.7K +51 +8%
UAML
1649
US Asset Management LLC
Pennsylvania
$211K – – –
HBW
1650
Hazlett, Burt & Watson
West Virginia
$211K -$6.62K -23 -3%
64 65
66
67 68