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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1751
Midland Wealth Advisors
Illinois
$245K -$5.22K -16 -2%
BL
1752
Balentine LLC
Georgia
$245K -$35.9K -110 -13%
HFS
1753
Howard Financial Services
Texas
$244K -$3.91K -12 -2%
MFG
1754
Mosaic Financial Group
Illinois
$244K +$326 +1 +0.1%
TC
1755
Trilogy Capital
California
$244K -$29.7K -91 -11%
SFO
1756
Stokes Family Office
Louisiana
$244K -$21.9K -67 -9%
CFG
1757
Cooper Financial Group
California
$244K +$13K +40 +6%
MAG
1758
Meadowbrook Advisors Group
New Jersey
$244K +$233K +715 New
FCM
1759
FJ Capital Management
Virginia
$243K +$232K +712 New
FFO
1760
Fortitude Family Office
Arizona
$242K +$44.4K +136 +24%
PFA
1761
Perryman Financial Advisory
Texas
$242K +$326 +1 +0.1%
UAML
1762
US Asset Management LLC
Pennsylvania
$241K – – –
MAG
1763
Mayfair Advisory Group
Alabama
$241K +$219K +670 New
MW
1764
Maia Wealth
Colorado
$241K +$979 +3 +0.4%
1WM
1765
1900 Wealth Management
Texas
$240K +$230K +705 New
BWP
1766
Barlow Wealth Partners
Kentucky
$239K – – –
HPM
1767
Hoxton Planning & Management
West Virginia
$239K -$6.85K -21 -3%
PF
1768
Phoenix Financial
Israel
$238K – – –
BBA
1769
BLB&B Advisors
Pennsylvania
$237K +$227K +696 New
HWM
1770
HBE Wealth Management
Nebraska
$237K +$652 +2 +0.3%
CFGW
1771
Chancellor Financial Group WB
Pennsylvania
$237K -$6.52K -20 -3%
PBC
1772
Pavion Blue Capital
California
$235K – – –
FFM
1773
Fullerton Fund Management
Singapore
$235K +$225K +691 New
ACG
1774
Allen Capital Group
Nebraska
$235K +$18.9K +58 +9%
BTWM
1775
Baker Tilly Wealth Management
Wisconsin
$234K +$4.24K +13 +2%
69 70
71
72 73