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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1651
Walsky Investment Management
Pennsylvania
$274K – – –
WWM
1652
WT Wealth Management
Arizona
$274K – – –
IAS
1653
Integrity Advisory Solutions
Texas
$274K +$52.6K +164 +24%
FBC
1654
Fairfield, Bush & Co
Connecticut
$274K – – –
SFM
1655
Signet Financial Management
New Jersey
$273K +$8.98K +28 +3%
BWP
1656
Balboa Wealth Partners
Arizona
$272K +$321 +1 +0.1%
BIA
1657
Barry Investment Advisors
Massachusetts
$271K +$2.89K +9 +1%
FA
1658
Fiduciary Alliance
South Carolina
$271K +$1.93K +6 +0.7%
FSAG
1659
Financial Solutions Advisory Group
Illinois
$271K +$267K +831 New
AF
1660
Aviso Financial
Ontario, Canada
$271K +$8.98K +28 +3%
JCM
1661
Jacobsen Capital Management
Utah
$270K – – –
BL
1662
Balentine LLC
Georgia
$270K +$21.5K +67 +9%
AL
1663
Aspiriant LLC
California
$270K -$95.3K -297 -26%
SM
1664
Salzhauer Michael
$269K – – –
RB
1665
Rodgers Brothers
Pennsylvania
$268K – – –
SDWMA
1666
Schneider Downs Wealth Management Advisors
Pennsylvania
$268K – – –
RI
1667
Rinkey Investments
California
$268K -$16K -50 -6%
FFG
1668
Fiduciary Financial Group
California
$267K +$3.85K +12 +1%
MW
1669
Marble Wealth
Alabama
$267K -$188K -585 -42%
GAM
1670
Gould Asset Management
California
$267K +$9.63K +30 +4%
AFPL
1671
Advus Financial Partners, LLC
Florida
$266K -$3.21K -10 -1%
TC
1672
Trilogy Capital
California
$263K -$1.6K -5 -0.6%
SIA
1673
Sovereign Investment Advisors
Arizona
$263K +$259K +807 New
VFG
1674
Victory Financial Group
Texas
$263K +$259K +806 New
FFA
1675
First Foundation Advisors
California
$262K -$7.7K -24 -3%
65 66
67
68 69