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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1701
Heritage Wealth Advisors
Virginia
$268K – – –
NSUP
1702
NLB Skladi upravljanje premozenja
$267K -$81.2K -249 -24%
SWM
1703
Seed Wealth Management
Illinois
$267K – – –
EWM
1704
Evergreen Wealth Management
Michigan
$267K +$11.4K +35 +5%
AGC
1705
August Group Capital
$266K -$39.8K -122 -13%
AWM
1706
Ariadne Wealth Management
California
$266K +$255K +782 New
IGGA
1707
Iron Gate Global Advisors
Utah
$266K – – –
CAM
1708
Clark Asset Management
New Hampshire
$266K +$34.9K +107 +16%
JSAM
1709
J. Safra Asset Management
New York
$266K -$93.9K -288 -27%
MW
1710
Marble Wealth
Alabama
$265K -$13K -40 -5%
CIEC
1711
Crédit Industriel et Commercial
France
$262K -$340K -1,042 -58%
JJBC
1712
James J. Burns & Company
New York
$262K – – –
PCM
1713
Poehling Capital Management
Wisconsin
$261K -$8.48K -26 -3%
TWM
1714
Thrive Wealth Management
Pennsylvania
$260K -$9.79K -30 -4%
NPI
1715
New Perspectives Inc
Mississippi
$260K – – –
ALC
1716
Alexander Labrunerie & Co
Missouri
$259K – – –
IPW
1717
Intergy Private Wealth
Colorado
$259K +$37.2K +114 +18%
MWA
1718
Medallion Wealth Advisors
Connecticut
$259K – – –
BCM
1719
BluePath Capital Management
Georgia
$259K -$6.52K -20 -3%
CWM
1720
Challenger Wealth Management
California
$258K +$652 +2 +0.3%
RCA
1721
Rose Capital Advisors
Florida
$258K +$247K +757 New
EL
1722
EWA LLC
Pennsylvania
$258K +$14K +43 +6%
GKIM
1723
GW&K Investment Management
Massachusetts
$257K -$979 -3 -0.4%
AT
1724
Avalon Trust
New Mexico
$257K – – –
MMM
1725
Mendel Money Management
Illinois
$256K -$16.3K -50 -6%
67 68
69
70 71