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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IGGA
1651
Iron Gate Global Advisors
Utah
$247K +$2.63K +9 +1%
GAM
1652
Gould Asset Management
California
$246K -$8.19K -28 -3%
PFM
1653
Patton Fund Management
Texas
$246K – – –
HWA
1654
Heritage Wealth Advisors
Virginia
$245K -$292 -1 -0.1%
CWG
1655
Cornerstone Wealth Group
North Carolina
$244K +$229K +783 New
NFA
1656
Northern Financial Advisors
Michigan
$243K -$151K -516 -40%
SSC
1657
Syverson Strege & Co
Iowa
$242K -$19.3K -66 -8%
AGWCA
1658
Annis Gardner Whiting Capital Advisors
Florida
$241K +$29.5K +101 +15%
UCB
1659
United Community Bank
South Carolina
$241K +$9.06K +31 +4%
CB
1660
Cadence Bank
Mississippi
$241K +$4.09K +14 +2%
IF
1661
Intrua Financial
Texas
$241K +$3.51K +12 +2%
LS
1662
Leelyn Smith
Illinois
$240K – – –
JJBC
1663
James J. Burns & Company
New York
$240K -$4.09K -14 -2%
MFP
1664
Meramec Financial Planners
Missouri
$240K +$212K +724 New
CRIG
1665
Charter Research & Investment Group
Connecticut
$239K – – –
NPI
1666
New Perspectives Inc
Mississippi
$238K – – –
BL
1667
Balentine LLC
Georgia
$238K -$82.5K -282 -27%
ALC
1668
Alexander Labrunerie & Co
Missouri
$238K -$14.6K -50 -6%
MWA
1669
Medallion Wealth Advisors
Connecticut
$237K – – –
GKIM
1670
GW&K Investment Management
Massachusetts
$237K +$23.4K +80 +12%
PWA
1671
Provenance Wealth Advisors
Florida
$236K – – –
WAM
1672
Weatherly Asset Management
California
$236K – – –
NFG
1673
Nadler Financial Group
Illinois
$235K +$1.17K +4 +0.5%
CWA
1674
Cura Wealth Advisors
Illinois
$233K +$219K +748 New
DW30
1675
Drucker Wealth 3.0
New Jersey
$233K +$218K +747 New
65 66
67
68 69