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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
1776
Sierra Ocean
California
$28.8K +$29.5K +104 New
AWM
1777
Abound Wealth Management
Tennessee
$28.5K +$1.7K +6 +6%
VWA
1778
Valued Wealth Advisors
Utah
$28.3K -$568 -2 -2%
BWL
1779
Bogart Wealth LLC
Virginia
$28.2K – – –
FMTCOCP
1780
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
CA
1781
Continuum Advisory
Idaho
$27.9K +$1.14K +4 +4%
PFA
1782
Pathway Financial Advisers
Indiana
$27.5K -$8.09M -28,477 -100%
LWANC
1783
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.4K – – –
CHC
1784
City Holding Co
West Virginia
$27.4K – – –
KA
1785
Kozak & Associates
Colorado
$27.2K – – –
FP
1786
Financial Perspectives
Minnesota
$26K – – –
CAL
1787
Capital Advisors Ltd
Ohio
$24K -$284 -1 -1%
CWM
1788
Centricity Wealth Management
Ohio
$21.6K +$22.1K +78 New
CH
1789
Canton Hathaway
Rhode Island
$21K – – –
CTWM
1790
Cherry Tree Wealth Management
Minnesota
$21K – – –
AS
1791
Altshuler Shaham
Israel
$21K +$568 +2 +3%
NBT
1792
Northwest Bank & Trust
Iowa
$20.8K – – –
PAM
1793
Parvin Asset Management
South Dakota
$20.7K +$21.3K +75 New
RCA
1794
Runnymede Capital Advisors
Ohio
$20.7K +$21.3K +75 New
DWM
1795
Darwin Wealth Management
Florida
$20.7K +$21.3K +75 New
MWM
1796
Mascoma Wealth Management
New Hampshire
$19.1K – – –
FA
1797
Fedenia Advisers
Wisconsin
$19.1K +$19.6K +69 New
MMCM
1798
Murphy & Mullick Capital Management
New York
$18.8K +$19.3K +68 New
BC
1799
Bayforest Capital
United Kingdom
$18.2K +$18.7K +66 New
MFG
1800
Mendota Financial Group
Wisconsin
$18K -$284 -1 -2%
70 71
72
73 74