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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1751
Secure Asset Management
Michigan
$202K +$189K +646 New
AWM
1752
Affinity Wealth Management
Delaware
$201K -$43.6K -149 -19%
CWM
1753
Circle Wealth Management
New Jersey
$201K +$189K +645 New
CSW
1754
Cogent Strategic Wealth
Illinois
$201K +$195K +668 New
CG
1755
Clifford Group
Massachusetts
$201K +$188K +643 New
MHWM
1756
Montz Harcus Wealth Management
Louisiana
$200K +$188K +642 New
EL
1757
Essex LLC
Illinois
$200K +$187K +641 New
ANBT
1758
American National Bank & Trust
Texas
$196K -$110K -376 -37%
EW
1759
Elyxium Wealth
California
$192K +$180K +614 New
RYIA
1760
Roehl & Yi Investment Advisors
Oregon
$191K -$10.5K -36 -0.3%
CT
1761
Colonial Trust
South Carolina
$189K -$292 -1 -0.2%
CBT
1762
CoreFirst Bank & Trust
Kansas
$187K – – –
SEP
1763
Signature Equity Partners
Ohio
$186K +$174K +596 New
APW
1764
Aventura Private Wealth
Florida
$184K +$29.5K +101 +21%
RC
1765
Rexford Capital
Texas
$182K – – –
OP
1766
ORG Partners
Indiana
$175K +$3.51K +12 +2%
MSWM
1767
Mowery & Schoenfeld Wealth Management
Illinois
$172K +$45.3K +155 +39%
DT
1768
DV Trading
Illinois
$169K +$159K +543 New
PP
1769
Paladin Partners
Wisconsin
$169K +$158K +540 New
BGAI
1770
Bruce G. Allen Investments
Colorado
$168K -$36K -123 -19%
FFO
1771
Fortitude Family Office
Arizona
$167K +$7.31K +25 +5%
C
1772
Covestor
United Kingdom
$166K +$103K +352 +197%
DCBT
1773
Dakota Community Bank & Trust
North Dakota
$164K – – –
TM
1774
Torren Management
California
$164K +$154K +525 New
DMBA
1775
Deseret Mutual Benefit Administrators
Utah
$161K – – –
69 70
71
72 73