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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1651
Traynor Capital Management
Pennsylvania
$297K +$4.89K +15 +2%
LJAC
1652
L.J. Altfest & Co
New York
$296K -$2.28K -7 -0.8%
SWASL
1653
Spartan Wealth Advisory Services LLC
Michigan
$294K -$2.28K -7 -0.8%
ACP
1654
Aviance Capital Partners
Florida
$294K – – –
AGWCA
1655
Annis Gardner Whiting Capital Advisors
Florida
$293K +$23.2K +71 +9%
PSP
1656
Principal Street Partners
Tennessee
$293K – – –
FSAG
1657
Financial Solutions Advisory Group
Illinois
$293K +$3.26K +10 +1%
GAA
1658
Global Assets Advisory
Florida
$292K -$8.15K -25 -3%
CIM
1659
Capital Investment Management
Missouri
$292K -$326 -1 -0.1%
CWG
1660
Crown Wealth Group
North Carolina
$291K +$2.94K +9 +1%
PWM
1661
Pines Wealth Management
North Carolina
$291K +$70.1K +215 +34%
FFA
1662
First Foundation Advisors
California
$290K +$15.3K +47 +6%
DOA
1663
D'Orazio & Associates
Virginia
$290K +$2.61K +8 +0.9%
APP
1664
Avantax Planning Partners
Iowa
$290K – – –
MNBTD
1665
Moody National Bank Trust Division
Texas
$290K – – –
FFS
1666
Founders Financial Securities
Maryland
$289K +$326 +1 +0.1%
FMP
1667
Financial Management Professionals
Texas
$288K +$652 +2 +0.2%
AU
1668
AlphaGrep UK
$288K -$175K -538 -39%
WIM
1669
Walsky Investment Management
Pennsylvania
$287K – – –
WWM
1670
WT Wealth Management
Arizona
$287K – – –
LWA
1671
LifeGoal Wealth Advisors
New York
$287K +$28.1K +86 +11%
DMBA
1672
Deseret Mutual Benefit Administrators
Utah
$287K -$20.5K -63 -7%
DACS
1673
Dymon Asia Capital (Singapore)
Singapore
$286K -$216K -661 -44%
DA
1674
Dover Advisors
Virginia
$285K +$48.9K +150 +20%
AFC
1675
Avise Financial Cooperative
California
$285K -$27.7K -85 -9%
65 66
67
68 69