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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1801
IMA Advisory Services
Colorado
$29.7K – – –
CWM
1802
Crowley Wealth Management
Delaware
$29.6K – – –
KA
1803
Kozak & Associates
Colorado
$29.6K – – –
PFA
1804
Pathway Financial Advisers
Indiana
$28.3K +$27.8K +101 New
VWA
1805
Valued Wealth Advisors
Utah
$28.3K -$4.13K -15 -13%
FMTCOCP
1806
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
HCA
1807
Harbor Capital Advisors
Illinois
$26K +$12.1K +44 +94%
CB
1808
Centennial Bank
Arkansas
$26K – – –
CMA
1809
Cedar Mountain Advisors
Oregon
$26K +$15.4K +56 +156%
CA
1810
Crewe Advisors
Utah
$25.4K – – –
CAL
1811
Capital Advisors Ltd
Ohio
$25K +$550 +2 +2%
PMFA
1812
Plante Moran Financial Advisors
Michigan
$24.3K +$7.98K +29 +51%
CTWM
1813
Cherry Tree Wealth Management
Minnesota
$22.9K – – –
HHMI
1814
Howard Hughes Medical Institute
Maryland
$22.6K – – –
TIM
1815
Tortoise Investment Management
New York
$21.7K -$550 -2 -3%
DWM
1816
Darwin Wealth Management
Florida
$21.4K – – –
PAM
1817
Parvin Asset Management
South Dakota
$21.2K – – –
RF
1818
Rossby Financial
Florida
$21.1K -$2.48K -9 -11%
CH
1819
Canton Hathaway
Rhode Island
$21K – – –
TTIC
1820
Tower Trust & Investment Company
Iowa
$20.3K – – –
SC
1821
Solstein Capital
California
$19.5K – – –
NC
1822
North Capital
Utah
$19.2K -$9.63K -35 -34%
MMCM
1823
Murphy & Mullick Capital Management
New York
$19.2K – – –
TFA
1824
Toth Financial Advisory
Virginia
$18.3K -$1.38K -5 -7%
KG
1825
Kilter Group
New York
$18.3K +$1.1K +4 +7%
71 72
73
74 75