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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1701
Mowery & Schoenfeld Wealth Management
Illinois
$112K – – –
TWD
1702
True Wealth Design
Ohio
$110K +$84.2K +306 +373%
FFC
1703
First Financial Corp
Indiana
$108K – – –
JWA
1704
JFS Wealth Advisors
Pennsylvania
$107K -$550 -2 -0.5%
MWPCG
1705
Measured Wealth Private Client Group
New Hampshire
$104K +$102K +369 New
MSFP
1706
Mark Sheptoff Financial Planning
Connecticut
$102K -$9.36K -34 -9%
AW
1707
Avion Wealth
Texas
$101K -$2.48K -9 -2%
IW
1708
Imprint Wealth
South Carolina
$99.4K +$96.9K +352 New
MHR
1709
Matthew Hamilton Rosenberg
$99.1K – – –
BL
1710
BFSG LLC
California
$95.7K -$1.65K -6 -2%
WPA
1711
Wealth Preservation Advisors
Tennessee
$94.8K -$1.1K -4 -1%
BOJHT
1712
Bank of Jackson Hole Trust
Wyoming
$93.4K – – –
TIM
1713
Thompson Investment Management
Wisconsin
$93.1K – – –
CIAM
1714
Caitong International Asset Management
Hong Kong
$92.6K +$90.3K +328 New
AIM
1715
Anchor Investment Management
South Carolina
$91.6K – – –
AAG
1716
Armstrong Advisory Group
Massachusetts
$91.2K -$2.2K -8 -2%
ITIM
1717
Indiana Trust & Investment Management
Indiana
$88.3K – – –
PWA
1718
Physician Wealth Advisors
Utah
$86.9K +$550 +2 +0.7%
LC
1719
Lavaca Capital
Texas
$84.7K – – –
CBT
1720
Crews Bank & Trust
Florida
$84.1K – – –
IRC
1721
Investors Research Corp
Georgia
$83.8K – – –
SIS
1722
Sound Income Strategies
Florida
$82.8K +$67.2K +244 +519%
HWM
1723
Hemington Wealth Management
Virginia
$81K +$2.2K +8 +3%
CT
1724
Caldwell Trust
Florida
$80.2K +$8.26K +30 +12%
PWMA
1725
Pension & Wealth Management Advisors
Massachusetts
$80.2K +$6.33K +23 +9%
67 68
69
70 71