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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1826
Capital Advisors Ltd
Ohio
$25K -$863 -3 -3%
AWM
1827
Abound Wealth Management
Tennessee
$24.9K – – –
RF
1828
Rossby Financial
Florida
$24.3K +$9.78K +34 +68%
MIM
1829
MTM Investment Management
South Carolina
$24.3K +$24.2K +84 New
TWD
1830
True Wealth Design
Ohio
$23.8K +$9.78K +34 +71%
CTWM
1831
Cherry Tree Wealth Management
Minnesota
$23.5K -$10.9K -38 -32%
HHMI
1832
Howard Hughes Medical Institute
Maryland
$23.2K +$23K +80 New
WCM
1833
WealthTrak Capital Management
Virginia
$22.9K +$4.03K +14 +22%
TIM
1834
Tortoise Investment Management
New York
$22.9K +$5.18K +18 +30%
RI
1835
Ridgewood Investments
New Jersey
$22.6K +$15K +52 +200%
CH
1836
Canton Hathaway
Rhode Island
$22K – – –
DWM
1837
Darwin Wealth Management
Florida
$21.9K – – –
PAM
1838
Parvin Asset Management
South Dakota
$21.7K – – –
TTIC
1839
Tower Trust & Investment Company
Iowa
$20.9K – – –
TFA
1840
Toth Financial Advisory
Virginia
$20.3K +$1.44K +5 +8%
SC
1841
Solstein Capital
California
$20K +$19.9K +69 New
LFA
1842
Legend Financial Advisors
Pennsylvania
$18.3K +$18.1K +63 New
MMCM
1843
Murphy & Mullick Capital Management
New York
$18.1K – – –
IHWM
1844
Iron Horse Wealth Management
Iowa
$18K – – –
KG
1845
Kilter Group
New York
$17.7K +$17.6K +61 New
CPG
1846
Cornerstone Planning Group
New Jersey
$17.4K +$576 +2 +3%
NCM
1847
Northwest Capital Management
Oregon
$17.1K – – –
FWM
1848
FSA Wealth Management
Massachusetts
$17.1K +$17K +59 New
PPA
1849
Painted Porch Advisors
California
$16.8K -$1.73K -6 -9%
WBC
1850
West Branch Capital
Massachusetts
$16.8K – – –
72 73
74
75 76