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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1651
Thrive Wealth Management
Pennsylvania
$247K +$12.3K +42 +6%
IGGA
1652
Iron Gate Global Advisors
Utah
$247K +$2.63K +9 +1%
GAM
1653
Gould Asset Management
California
$246K -$8.19K -28 -3%
PFM
1654
Patton Fund Management
Texas
$246K – – –
HWA
1655
Heritage Wealth Advisors
Virginia
$245K -$292 -1 -0.1%
CWG
1656
Cornerstone Wealth Group
North Carolina
$244K +$229K +783 New
NFA
1657
Northern Financial Advisors
Michigan
$243K -$151K -516 -40%
SSC
1658
Syverson Strege & Co
Iowa
$242K -$19.3K -66 -8%
AGWCA
1659
Annis Gardner Whiting Capital Advisors
Florida
$241K +$29.5K +101 +15%
UCB
1660
United Community Bank
South Carolina
$241K +$9.06K +31 +4%
CB
1661
Cadence Bank
Mississippi
$241K +$4.09K +14 +2%
IF
1662
Intrua Financial
Texas
$241K +$3.51K +12 +2%
LS
1663
Leelyn Smith
Illinois
$240K – – –
JJBC
1664
James J. Burns & Company
New York
$240K -$4.09K -14 -2%
MFP
1665
Meramec Financial Planners
Missouri
$240K +$212K +724 New
CRIG
1666
Charter Research & Investment Group
Connecticut
$239K – – –
NPI
1667
New Perspectives Inc
Mississippi
$238K – – –
BL
1668
Balentine LLC
Georgia
$238K -$82.5K -282 -27%
ALC
1669
Alexander Labrunerie & Co
Missouri
$238K -$14.6K -50 -6%
MWA
1670
Medallion Wealth Advisors
Connecticut
$237K – – –
GKIM
1671
GW&K Investment Management
Massachusetts
$237K +$23.4K +80 +12%
PWA
1672
Provenance Wealth Advisors
Florida
$236K – – –
WAM
1673
Weatherly Asset Management
California
$236K – – –
NFG
1674
Nadler Financial Group
Illinois
$235K +$1.17K +4 +0.5%
CWA
1675
Cura Wealth Advisors
Illinois
$233K +$219K +748 New
65 66
67
68 69