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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1676
Facet Wealth Inc
Maryland
$201K +$218K +757 New
LA
1677
Lynch & Associates
Indiana
$201K +$199K +692 New
BGAI
1678
Bruce G. Allen Investments
Colorado
$200K -$44.6K -155 -18%
PBC
1679
Pavion Blue Capital
California
$200K – – –
FOA
1680
Five Oceans Advisors
California
$200K +$2.3K +8 +1%
AGWCA
1681
Annis Gardner Whiting Capital Advisors
Florida
$197K +$44.9K +156 +30%
FCAS
1682
First Command Advisory Services
Texas
$196K -$863 -3 -0.4%
GWSG
1683
GPS Wealth Strategies Group
Colorado
$194K +$1.15K +4 +0.6%
DAM
1684
Delta Asset Management
Tennessee
$193K – – –
AF
1685
Aviso Financial
Ontario, Canada
$192K +$7.19K +25 +4%
GKIM
1686
GW&K Investment Management
Massachusetts
$191K +$7.77K +27 +4%
VEA
1687
Virtus ETF Advisers
New York
$179K – – –
CT
1688
Colonial Trust
South Carolina
$176K +$288 +1 +0.2%
CBT
1689
CoreFirst Bank & Trust
Kansas
$174K +$172K +599 New
AWM
1690
Atticus Wealth Management
Florida
$170K +$137K +477 +434%
OP
1691
ORG Partners
Indiana
$169K +$12.1K +42 +5%
RC
1692
Rexford Capital
Texas
$169K +$168K +583 New
DMBA
1693
Deseret Mutual Benefit Administrators
Utah
$161K – – –
SS
1694
SBI Securities
Japan
$156K -$7.19K -25 -4%
FFO
1695
Fortitude Family Office
Arizona
$150K +$41.2K +143 +38%
HB
1696
Horizon Bancorp
Indiana
$145K +$144K +500 New
GSWM
1697
Golden State Wealth Management
California
$142K -$17.3K -60 -11%
BBPWM
1698
Blue Bell Private Wealth Management
Pennsylvania
$141K – – –
DCBT
1699
Dakota Community Bank & Trust
North Dakota
$141K +$9.21K +32 +7%
APW
1700
Aventura Private Wealth
Florida
$138K -$576 -2 -0.4%
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68
69 70