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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1751
Affinity Wealth Management
Delaware
$201K -$43.6K -149 -19%
CWM
1752
Circle Wealth Management
New Jersey
$201K +$189K +645 New
CSW
1753
Cogent Strategic Wealth
Illinois
$201K +$195K +668 New
CG
1754
Clifford Group
Massachusetts
$201K +$188K +643 New
MHWM
1755
Montz Harcus Wealth Management
Louisiana
$200K +$188K +642 New
EL
1756
Essex LLC
Illinois
$200K +$187K +641 New
ANBT
1757
American National Bank & Trust
Texas
$196K -$110K -376 -37%
EW
1758
Elyxium Wealth
California
$192K +$180K +614 New
RYIA
1759
Roehl & Yi Investment Advisors
Oregon
$191K -$10.5K -36 -0.3%
CT
1760
Colonial Trust
South Carolina
$189K -$292 -1 -0.2%
CBT
1761
CoreFirst Bank & Trust
Kansas
$187K – – –
SEP
1762
Signature Equity Partners
Ohio
$186K +$174K +596 New
APW
1763
Aventura Private Wealth
Florida
$184K +$29.5K +101 +21%
RC
1764
Rexford Capital
Texas
$182K – – –
OP
1765
ORG Partners
Indiana
$175K +$3.51K +12 +2%
MSWM
1766
Mowery & Schoenfeld Wealth Management
Illinois
$172K +$45.3K +155 +39%
DT
1767
DV Trading
Illinois
$169K +$159K +543 New
PP
1768
Paladin Partners
Wisconsin
$169K +$158K +540 New
BGAI
1769
Bruce G. Allen Investments
Colorado
$168K -$36K -123 -19%
FFO
1770
Fortitude Family Office
Arizona
$167K +$7.31K +25 +5%
C
1771
Covestor
United Kingdom
$166K +$103K +352 +197%
DCBT
1772
Dakota Community Bank & Trust
North Dakota
$164K – – –
TM
1773
Torren Management
California
$164K +$154K +525 New
DMBA
1774
Deseret Mutual Benefit Administrators
Utah
$161K – – –
DE
1775
DV Equities
Illinois
$159K +$149K +511 New
69 70
71
72 73