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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1701
Hantz Financial Services
Michigan
$136K +$54.7K +190 +68%
LP
1702
LMR Partners
United Kingdom
$130K +$129K +450 New
CFD
1703
Creative Financial Designs
Indiana
$125K -$52.7K -183 -30%
TFIPS
1704
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K – – –
AT
1705
Avalon Trust
New Mexico
$123K -$15K -52 -11%
GPI
1706
General Partner Inc
Pennsylvania
$123K – – –
KSWA
1707
Kathleen S. Wright Associates
Pennsylvania
$122K – – –
B
1708
Birchbrook
Maine
$120K – – –
AIM
1709
Arcadia Investment Management
Michigan
$116K – – –
RFA
1710
Reyes Financial Architecture
California
$116K +$24.5K +85 +27%
PWM
1711
Proathlete Wealth Management
Florida
$116K – – –
MSWM
1712
Mowery & Schoenfeld Wealth Management
Illinois
$115K – – –
MSFP
1713
Mark Sheptoff Financial Planning
Connecticut
$114K +$9.78K +34 +9%
FFC
1714
First Financial Corp
Indiana
$111K – – –
JWA
1715
JFS Wealth Advisors
Pennsylvania
$111K +$1.44K +5 +1%
AW
1716
Avion Wealth
Texas
$106K +$8.35K +29 +9%
PB
1717
Pinnacle Bancorp
Nebraska
$105K -$25.3K -88 -19%
CM
1718
Capula Management
Cayman Islands
$105K -$12.9K -45 -11%
MHR
1719
Matthew Hamilton Rosenberg
$102K – – –
BL
1720
BFSG LLC
California
$100K – – –
WPA
1721
Wealth Preservation Advisors
Tennessee
$98.5K – – –
BOJHT
1722
Bank of Jackson Hole Trust
Wyoming
$95.9K – – –
AAG
1723
Armstrong Advisory Group
Massachusetts
$95.8K +$36.3K +126 +61%
TIM
1724
Thompson Investment Management
Wisconsin
$95.6K – – –
AIM
1725
Anchor Investment Management
South Carolina
$94K -$1.44K -5 -2%
67 68
69
70 71