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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1826
Copia Wealth Management
Oregon
$12.4K +$12.8K +45 New
NWMP
1827
Noble Wealth Management PBC
Colorado
$11.3K +$11.6K +41 New
FFA
1828
Frazier Financial Advisors
Ohio
$11.3K -$1.42K -5 -11%
RTL
1829
Red Tortoise LLC
Georgia
$10.8K – – –
AF
1830
Atala Financial
California
$10.5K +$10.8K +38 New
HCA
1831
Harbor Capital Advisors
Illinois
$10K – – –
UIA
1832
Ulland Investment Advisors
Minnesota
$10K – – –
CMA
1833
Cedar Mountain Advisors
Oregon
$9.95K – – –
HT
1834
Headlands Technologies
Illinois
$9.95K +$10.2K +36 New
SIS
1835
Sound Income Strategies
Florida
$9.68K -$2.84K -10 -22%
DIP
1836
DT Investment Partners
Pennsylvania
$9.67K – – –
MCM
1837
MidAtlantic Capital Management
Virginia
$9.39K -$3.98K -14 -29%
HIW
1838
Holos Integrated Wealth
Pennsylvania
$9.39K +$9.65K +34 New
HFS
1839
Hopwood Financial Services
Virginia
$9.12K +$9.37K +33 New
KFP
1840
Keener Financial Planning
Texas
$9K – – –
CAS
1841
Coppell Advisory Solutions
Texas
$8.26K – – –
SVCP
1842
Silicon Valley Capital Partners
California
$7.82K – – –
TWD
1843
True Wealth Design
Ohio
$7.74K +$7.95K +28 New
CB
1844
Centennial Bank
Arkansas
$7.46K – – –
BC
1845
Barrett & Company
Rhode Island
$7.18K -$7.1K -25 -49%
FPB
1846
First PREMIER Bank
South Dakota
$7K – – –
CI
1847
Clal Insurance
Israel
$7K +$6.82K +24 New
CF
1848
Conquis Financial
California
$6.91K +$7.1K +25 New
TCM
1849
TD Capital Management
Tennessee
$6.65K – – –
HNW
1850
High Note Wealth
Minnesota
$6.36K +$6.53K +23 New
72 73
74
75 76