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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
1801
Sierra Ocean
California
$36.6K +$6.91K +24 +24%
APW
1802
Atlantic Private Wealth
North Carolina
$36.2K – – –
KB
1803
Kimelman & Baird
New York
$36.2K – – –
BTC
1804
Bank & Trust Company
Illinois
$35.9K – – –
TCM
1805
Tradewinds Capital Management
Washington
$35.6K – – –
NWM
1806
Nova Wealth Management
Florida
$35.1K -$10.1K -35 -22%
MPW
1807
MASECO Private Wealth
$35K +$34.8K +121 New
CWM
1808
CarsonAllaria Wealth Management
Illinois
$34.3K – – –
VWA
1809
Valued Wealth Advisors
Utah
$33.3K +$288 +1 +0.9%
SWA
1810
SOA Wealth Advisors
New York
$32.4K -$6.04K -21 -16%
WSCM
1811
Wellington Shields Capital Management
New York
$32.4K – – –
GEA
1812
Glen Eagle Advisors
New Jersey
$32.3K – – –
VWA
1813
VSM Wealth Advisory
Maryland
$31.9K +$31.7K +110 New
MIM
1814
Meridiem Investment Management
United Kingdom
$31.3K – – –
NEWAS
1815
N.E.W. Advisory Services
Wisconsin
$30.9K -$30.5K -106 -50%
IAS
1816
IMA Advisory Services
Colorado
$30.5K +$863 +3 +3%
CWM
1817
Crowley Wealth Management
Delaware
$30.4K – – –
NC
1818
North Capital
Utah
$29.8K +$4.6K +16 +18%
OWA
1819
Opal Wealth Advisors
New York
$29.3K +$4.89K +17 +20%
FMTCOCP
1820
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
CHC
1821
City Holding Co
West Virginia
$28.7K -$27.9K -97 -49%
KA
1822
Kozak & Associates
Colorado
$28K – – –
FP
1823
Financial Perspectives
Minnesota
$27.2K – – –
CB
1824
Centennial Bank
Arkansas
$26.7K +$3.74K +13 +16%
CA
1825
Crewe Advisors
Utah
$26.1K -$7.19K -25 -22%
71 72
73
74 75