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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1701
Perryman Financial Advisory
Texas
$221K +$207K +709 New
RPGK
1702
Retirement Planning Group (Kansas)
Kansas
$221K +$207K +709 New
CFGW
1703
Chancellor Financial Group WB
Pennsylvania
$220K +$206K +705 New
1C
1704
111 Capital
France
$218K -$1.15M -3,936 -85%
WCM
1705
Wedge Capital Management
North Carolina
$218K -$9.94K -34 -5%
ACM
1706
Aster Capital Management
United Arab Emirates
$218K +$204K +699 New
IPW
1707
Intergy Private Wealth
Colorado
$218K +$204K +699 New
EWM
1708
Evergreen Wealth Management
Michigan
$218K +$204K +698 New
EL
1709
EWA LLC
Pennsylvania
$218K +$204K +698 New
HWM
1710
HBE Wealth Management
Nebraska
$217K +$203K +694 New
CRA
1711
Clear Retirement Advice
California
$216K +$192K +656 New
TL
1712
Tradewinds LLC
North Carolina
$216K +$202K +692 New
RFN
1713
RDA Financial Network
Iowa
$216K +$202K +691 New
PBC
1714
Pavion Blue Capital
California
$216K +$202K +691 New
TA
1715
Tactive Advisors
Florida
$215K -$56.4K -193 -22%
ISS
1716
Intesa Sanpaolo SpA.
Italy
$215K +$200K +683 New
VW
1717
Vantus Wealth
Pennsylvania
$214K +$201K +686 New
5NPW
1718
55 North Private Wealth
Florida
$214K +$200K +685 New
EAN
1719
Excelsior Advisor Network
Colorado
$214K +$200K +685 New
PF
1720
Phoenix Financial
Israel
$214K +$200K +685 New
AP
1721
Americana Partners
Texas
$212K -$232K -792 -54%
CWA
1722
Canvas Wealth Advisors
Kansas
$212K +$198K +677 New
IAS
1723
Integrity Advisory Solutions
Texas
$211K +$198K +677 New
BTWM
1724
Baker Tilly Wealth Management
Wisconsin
$211K +$198K +676 New
RCWM
1725
Royal Capital Wealth Management
Indiana
$211K +$197K +675 New
67 68
69
70 71