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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1676
Avion Wealth
Texas
$93K +$852 +3 +0.9%
BL
1677
BFSG LLC
California
$92.6K – – –
TIM
1678
Thompson Investment Management
Wisconsin
$91.2K +$93.7K +330 New
WWA
1679
Wingate Wealth Advisors
Massachusetts
$89.8K +$92.3K +325 New
AG
1680
AmeriFlex Group
Nevada
$89.5K +$93.4K +329 New
AA
1681
AlphaCentric Advisors
Puerto Rico
$88.7K -$4.83K -17 -5%
MHR
1682
Matthew Hamilton Rosenberg
$88.4K +$43.4K +153 +92%
KIM
1683
Kestra Investment Management
Texas
$88.2K +$90.6K +319 New
HFS
1684
Hantz Financial Services
Michigan
$88K – – –
TIM
1685
Tortoise Investment Management
New York
$87.6K +$13.9K +49 +18%
PSFG
1686
Park Square Financial Group
Georgia
$87.6K +$90K +317 New
RFA
1687
Reyes Financial Architecture
California
$87K +$89.5K +315 New
ITIM
1688
Indiana Trust & Investment Management
Indiana
$86.5K – – –
CBT
1689
Crews Bank & Trust
Florida
$86.5K +$88.9K +313 New
KFI
1690
Key Financial Inc
Pennsylvania
$85.1K +$24.4K +86 +39%
BCM
1691
Berbice Capital Management
New York
$82.9K +$85.2K +300 New
LC
1692
Lavaca Capital
Texas
$82.9K +$85.2K +300 New
PWA
1693
Physician Wealth Advisors
Utah
$81.8K +$84.1K +296 New
PWMG
1694
Private Wealth Management Group
New Jersey
$79K – – –
HWM
1695
Horizons Wealth Management
North Carolina
$77.9K – – –
WTFG
1696
Wood Tarver Financial Group
Idaho
$77K +$80.1K +282 New
FMII
1697
Farmers & Merchants Investments Inc
Nebraska
$76.5K -$1.42K -5 -2%
MLA
1698
MB, Levis & Associates
Pennsylvania
$76.5K – – –
SL
1699
Salomon & Ludwin
Virginia
$74.6K – – –
APW
1700
Acima Private Wealth
Virginia
$72.9K – – –
66 67
68
69 70