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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1776
Quadrant Private Wealth Management
Pennsylvania
$218K +$214K +666 New
DAM
1777
Delta Asset Management
Tennessee
$217K – – –
CSW
1778
Cogent Strategic Wealth
Illinois
$217K -$642 -2 -0.3%
DIA
1779
Davidson Investment Advisors
Montana
$217K +$213K +665 New
BIG
1780
Brookwood Investment Group
Arizona
$216K -$361K -1,125 -63%
MF
1781
Meridian Financial
Massachusetts
$215K – – –
COCM
1782
Charter Oak Capital Management
New Hampshire
$215K – – –
RWM
1783
Rockline Wealth Management
New York
$214K – – –
CRA
1784
Clear Retirement Advice
California
$214K – – –
RAM
1785
Reflection Asset Management
South Carolina
$213K +$86K +268 +69%
BFG
1786
Beto Financial Group
Idaho
$213K +$1.6K +5 +0.8%
KLI
1787
Kelman-Lazarov Inc
Tennessee
$213K +$210K +653 New
BIA
1788
Bigelow Investment Advisors
Maine
$212K – – –
NAM
1789
NTV Asset Management
West Virginia
$212K – – –
TC
1790
Trust Company
Kansas
$212K – – –
SRC
1791
Sage Rhino Capital
California
$211K – – –
FOA
1792
Five Oceans Advisors
California
$211K +$321 +1 +0.2%
HWA
1793
HighRoad Wealth Advisors
Oregon
$211K +$208K +647 New
SC
1794
Schulhoff & Co
Ohio
$211K – – –
IPW
1795
Intergy Private Wealth
Colorado
$211K -$17K -53 -8%
CWM
1796
Circle Wealth Management
New Jersey
$210K – – –
NFP
1797
Narus Financial Partners
Utah
$210K +$207K +645 New
TA
1798
Tactive Advisors
Florida
$210K -$13.8K -43 -6%
MHWM
1799
Montz Harcus Wealth Management
Louisiana
$210K +$642 +2 +0.3%
EW
1800
Elyxium Wealth
California
$209K +$8.34K +26 +4%
70 71
72
73 74