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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1751
Accurate Wealth Management
Florida
$229K +$10.3K +32 +5%
PF
1752
Phoenix Financial
Israel
$228K +$4.81K +15 +2%
MP
1753
McDonald Partners
Ohio
$227K -$139K -433 -38%
HWM
1754
HBE Wealth Management
Nebraska
$226K – – –
ST
1755
Sageworth Trust
Pennsylvania
$226K +$223K +694 New
CWA
1756
Canvas Wealth Advisors
Kansas
$226K +$4.49K +14 +2%
PEWA
1757
Pacific Excel Wealth Advisors
California
$226K +$222K +692 New
PBC
1758
Pavion Blue Capital
California
$225K – – –
EAN
1759
Excelsior Advisor Network
Colorado
$223K – – –
SMA
1760
Seven Mile Advisory
New Jersey
$223K -$75.1K -234 -25%
BWP
1761
Barlow Wealth Partners
Kentucky
$223K – – –
5NPW
1762
55 North Private Wealth
Florida
$223K -$642 -2 -0.3%
RFN
1763
RDA Financial Network
Iowa
$223K -$2.57K -8 -1%
KIM
1764
Kestra Investment Management
Texas
$221K +$218K +678 New
CFG
1765
Cooper Financial Group
California
$220K +$217K +676 New
HNWA
1766
Henrickson Nauta Wealth Advisors
Michigan
$220K -$105K -326 -33%
BTWM
1767
Baker Tilly Wealth Management
Wisconsin
$220K -$321 -1 -0.1%
RCWM
1768
Royal Capital Wealth Management
Indiana
$220K – – –
GPFA
1769
Game Plan Financial Advisors
Ohio
$220K +$216K +674 New
SSW
1770
Smith Shellnut Wilson
Mississippi
$219K – – –
CAM
1771
Clark Asset Management
New Hampshire
$219K +$216K +673 New
BG
1772
Bahl & Gaynor
Ohio
$219K +$215K +671 New
EIM
1773
Ervin Investment Management
Washington
$218K +$215K +670 New
MGAM
1774
McGowan Group Asset Management
Texas
$218K – – –
BDL
1775
Bey-Douglas LLC
Georgia
$218K +$215K +669 New
69 70
71
72 73