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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1701
Bragg Financial Advisors
North Carolina
$271K -$29.7K -91 -10%
VFG
1702
Victory Financial Group
Texas
$270K -$4.57K -14 -2%
VW
1703
Vantus Wealth
Pennsylvania
$269K +$258K +790 New
SIC
1704
Salem Investment Counselors
North Carolina
$269K +$18.3K +56 +8%
GAM
1705
Gould Asset Management
California
$269K -$9.79K -30 -4%
OFW
1706
Omnia Family Wealth
Florida
$268K +$6.85K +21 +3%
AWM
1707
Atticus Wealth Management
Florida
$268K -$3.91K -12 -2%
HWA
1708
Heritage Wealth Advisors
Virginia
$268K – – –
NSUP
1709
NLB Skladi upravljanje premozenja
$267K -$81.2K -249 -24%
SWM
1710
Seed Wealth Management
Illinois
$267K – – –
EWM
1711
Evergreen Wealth Management
Michigan
$267K +$11.4K +35 +5%
AGC
1712
August Group Capital
$266K -$39.8K -122 -13%
AWM
1713
Ariadne Wealth Management
California
$266K +$255K +782 New
IGGA
1714
Iron Gate Global Advisors
Utah
$266K – – –
CAM
1715
Clark Asset Management
New Hampshire
$266K +$34.9K +107 +16%
JSAM
1716
J. Safra Asset Management
New York
$266K -$93.9K -288 -27%
MW
1717
Marble Wealth
Alabama
$265K -$13K -40 -5%
CIEC
1718
Crédit Industriel et Commercial
France
$262K -$340K -1,042 -58%
JJBC
1719
James J. Burns & Company
New York
$262K – – –
PCM
1720
Poehling Capital Management
Wisconsin
$261K -$8.48K -26 -3%
TWM
1721
Thrive Wealth Management
Pennsylvania
$260K -$9.79K -30 -4%
NPI
1722
New Perspectives Inc
Mississippi
$260K – – –
ALC
1723
Alexander Labrunerie & Co
Missouri
$259K – – –
IPW
1724
Intergy Private Wealth
Colorado
$259K +$37.2K +114 +18%
MWA
1725
Medallion Wealth Advisors
Connecticut
$259K – – –
67 68
69
70 71