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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1701
Charter Research & Investment Group
Connecticut
$249K – – –
CCFM
1702
Clear Creek Financial Management
Washington
$249K +$245K +763 New
NPI
1703
New Perspectives Inc
Mississippi
$248K – – –
VDC
1704
Van Diest Capital
Iowa
$248K -$86K -268 -26%
DA
1705
Dover Advisors
Virginia
$248K -$48.1K -150 -17%
ALC
1706
Alexander Labrunerie & Co
Missouri
$248K – – –
MWA
1707
Medallion Wealth Advisors
Connecticut
$248K – – –
DT
1708
DV Trading
Illinois
$248K +$69.6K +217 +40%
LWA
1709
LifeGoal Wealth Advisors
New York
$247K +$243K +756 New
M
1710
MATAURO
New York
$247K +$243K +758 New
GKIM
1711
GW&K Investment Management
Massachusetts
$247K -$963 -3 -0.4%
WAM
1712
Weatherly Asset Management
California
$246K – – –
CWM
1713
Challenger Wealth Management
California
$246K -$21.5K -67 -8%
DW30
1714
Drucker Wealth 3.0
New Jersey
$246K +$2.57K +8 +1%
SSC
1715
Syverson Strege & Co
Iowa
$246K -$6.42K -20 -3%
NFG
1716
Nadler Financial Group
Illinois
$246K – – –
AT
1717
Avalon Trust
New Mexico
$245K +$103K +321 +74%
IF
1718
Intrua Financial
Texas
$245K -$6.1K -19 -2%
EWM
1719
Evergreen Wealth Management
Michigan
$244K +$16.4K +51 +7%
CWA
1720
Cura Wealth Advisors
Illinois
$244K – – –
WP
1721
Woodline Partners
California
$242K -$124M -387,166 -100%
GWCM
1722
Godshalk Welsh Capital Management
Pennsylvania
$241K – – –
KCPG
1723
Kavar Capital Partners Group
Kansas
$241K – – –
MWA
1724
Midland Wealth Advisors
Illinois
$240K +$7.7K +24 +3%
RMAM
1725
Raab & Moskowitz Asset Management
New Jersey
$239K – – –
67 68
69
70 71