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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1676
Carolinas Wealth Consulting
North Carolina
$126K +$2.22K +8 +2%
B
1677
Birchbrook
Maine
$125K – – –
CM
1678
Capula Management
Cayman Islands
$123K +$113K +406 New
AIM
1679
Arcadia Investment Management
Michigan
$121K – – –
PWM
1680
Proathlete Wealth Management
Florida
$120K +$111K +399 New
MSWM
1681
Mowery & Schoenfeld Wealth Management
Illinois
$120K -$2.22K -8 -2%
FFC
1682
First Financial Corp
Indiana
$116K -$23.3K -84 -18%
JWA
1683
JFS Wealth Advisors
Pennsylvania
$114K – – –
FFO
1684
Fortitude Family Office
Arizona
$113K -$1.11K -4 -1%
AG
1685
AmeriFlex Group
Nevada
$111K +$10.8K +39 +12%
RFS
1686
Richardson Financial Services
Massachusetts
$110K +$6.39K +23 +7%
MSFP
1687
Mark Sheptoff Financial Planning
Connecticut
$109K – – –
MEG
1688
Millstone Evans Group
Colorado
$108K – – –
MHR
1689
Matthew Hamilton Rosenberg
$106K +$8.61K +31 +10%
BL
1690
BFSG LLC
California
$104K +$2.78K +10 +3%
WPA
1691
Wealth Preservation Advisors
Tennessee
$103K +$94.5K +340 New
TIM
1692
Thompson Investment Management
Wisconsin
$99.7K – – –
AIM
1693
Anchor Investment Management
South Carolina
$99.5K -$6.95K -25 -7%
RFA
1694
Reyes Financial Architecture
California
$95.1K – – –
ITIM
1695
Indiana Trust & Investment Management
Indiana
$94.5K – – –
BOJHT
1696
Bank of Jackson Hole Trust
Wyoming
$94.5K -$9.45K -34 -9%
AW
1697
Avion Wealth
Texas
$93K – – –
ABWM
1698
Alpine Bank Wealth Management
Colorado
$91.8K +$84.5K +304 New
LC
1699
Lavaca Capital
Texas
$90.6K – – –
CBT
1700
Crews Bank & Trust
Florida
$90K -$4.17K -15 -5%
66 67
68
69 70