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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1676
ORG Partners
Indiana
$155K -$94.1K -342 -38%
SL
1677
Salomon & Ludwin
Virginia
$154K +$74.9K +272 +101%
DCBT
1678
Dakota Community Bank & Trust
North Dakota
$149K +$11.3K +41 +8%
GSWM
1679
Golden State Wealth Management
California
$148K +$9.91K +36 +7%
BDL
1680
Bey-Douglas LLC
Georgia
$148K +$144K +525 New
UFF
1681
USA Financial Formulas
Michigan
$146K -$238K -864 -63%
DMBA
1682
Deseret Mutual Benefit Administrators
Utah
$146K -$11K -40 -7%
FFO
1683
Fortitude Family Office
Arizona
$144K -$2.2K -8 -2%
PB
1684
Pinnacle Bancorp
Nebraska
$144K +$39.9K +145 +40%
SS
1685
SBI Securities
Japan
$139K -$12.4K -45 -8%
RA
1686
Rise Advisors
New York
$138K -$81.2K -295 -38%
APW
1687
Aventura Private Wealth
Florida
$137K +$3.3K +12 +3%
BBPWM
1688
Blue Bell Private Wealth Management
Pennsylvania
$137K – – –
BLC
1689
Brown, Lisle/Cummings
Rhode Island
$133K – – –
WSC
1690
Wellington Shields & Co
New York
$130K -$82.6K -300 -39%
AT
1691
Avalon Trust
New Mexico
$123K +$2.75K +10 +2%
TFIPS
1692
Towarzystwo Funduszy Inwestycyjnych PZU SA
$121K – – –
GPI
1693
General Partner Inc
Pennsylvania
$120K – – –
AFWM
1694
Abich Financial Wealth Management
Virginia
$120K +$117K +425 New
KSWA
1695
Kathleen S. Wright Associates
Pennsylvania
$119K – – –
B
1696
Birchbrook
Maine
$117K – – –
PR
1697
Payden & Rygel
California
$113K -$9.85M -35,800 -99%
AIM
1698
Arcadia Investment Management
Michigan
$113K – – –
RFA
1699
Reyes Financial Architecture
California
$113K – – –
PWM
1700
Proathlete Wealth Management
Florida
$113K – – –
66 67
68
69 70