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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1676
Gables Capital Management
Florida
$40.4K – – –
BFPW
1677
BOK Financial Private Wealth
Colorado
$39.6K – – –
CP
1678
Castleview Partners
Texas
$39.5K -$31K -113 -45%
SWA
1679
SOA Wealth Advisors
New York
$38.4K – – –
PCA
1680
Providence Capital Advisors
North Carolina
$37.8K – – –
KB
1681
Kimelman & Baird
New York
$36K – – –
APW
1682
Atlantic Private Wealth
North Carolina
$36K +$34.3K +125 New
BTC
1683
Bank & Trust Company
Illinois
$35.8K -$3.84K -14 -10%
TCM
1684
Tradewinds Capital Management
Washington
$35.5K – – –
EBA
1685
Eagle Bay Advisors
New York
$35.3K -$3.02K -11 -8%
CWM
1686
CarsonAllaria Wealth Management
Illinois
$34K – – –
C
1687
Covestor
United Kingdom
$33K +$1.37K +5 +5%
WPA
1688
West Paces Advisors
Georgia
$32.6K -$10.1K -37 -25%
SS
1689
Sunbelt Securities
Texas
$32.4K +$8.5K +31 +38%
WSCM
1690
Wellington Shields Capital Management
New York
$32.3K +$30.7K +112 New
GEA
1691
Glen Eagle Advisors
New Jersey
$32.1K – – –
FCA
1692
FinTrust Capital Advisors
South Carolina
$32K – – –
AWM
1693
Atticus Wealth Management
Florida
$31.7K -$822 -3 -3%
SWM
1694
Sugarloaf Wealth Management
Georgia
$31.4K – – –
MIM
1695
Meridiem Investment Management
United Kingdom
$31.1K – – –
TC
1696
Truvestments Capital
Florida
$30.5K +$29.1K +106 New
VWA
1697
Valued Wealth Advisors
Utah
$30.1K +$7.13K +26 +33%
NAAA
1698
New Age Alpha Advisors
New York
$29.7K +$17.5K +64 +164%
IAS
1699
IMA Advisory Services
Colorado
$29.5K +$28K +102 New
BWL
1700
Bogart Wealth LLC
Virginia
$29.4K – – –
66 67
68
69 70