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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1826
Horizons Wealth Management
North Carolina
$88K – – –
MLA
1827
MB, Levis & Associates
Pennsylvania
$86.4K – – –
RF
1828
Rossby Financial
Florida
$84.9K +$57.6K +197 +263%
SIS
1829
Sound Income Strategies
Florida
$81.9K -$5.56K -19 -7%
FMII
1830
Farmers & Merchants Investments Inc
Nebraska
$81.2K -$2.92K -10 -4%
GFL
1831
Granite FO LLC
New Hampshire
$81.2K – – –
PUI
1832
Purpose Unlimited Inc
$79.6K +$74.6K +255 New
T
1833
TrustBank
Illinois
$79.6K +$74.6K +255 New
P
1834
Palladiem
Pennsylvania
$78.5K +$73.1K +250 New
OC
1835
Oakmont Corp
California
$74.9K – – –
CRI
1836
Commonwealth Retirement Investments
Virginia
$72.7K +$68.1K +233 New
PWMA
1837
Pension & Wealth Management Advisors
Massachusetts
$72.4K -$15.2K -52 -18%
PB
1838
Prosperity Bancshares
Texas
$71.5K +$67K +229 New
MEG
1839
Millstone Evans Group
Colorado
$70.9K – – –
FRA
1840
Front Row Advisors
California
$68.9K – – –
PPC
1841
Park Place Capital
Alabama
$67.7K +$5.26K +18 +9%
NEWAS
1842
N.E.W. Advisory Services
Wisconsin
$67.1K +$31.6K +108 +101%
CSC
1843
Caldwell Sutter Capital
California
$66.5K – – –
AAG
1844
Armstrong Advisory Group
Massachusetts
$66.2K -$32.5K -111 -34%
MPW
1845
MASECO Private Wealth
$65.7K +$11.7K +40 +23%
KAS
1846
Kemnay Advisory Services
New York
$65.5K +$61.4K +210 New
OSNBOA
1847
Old Second National Bank of Aurora
Illinois
$62.7K +$6.14K +21 +12%
BWAM
1848
Boyd Watterson Asset Management
Ohio
$62.4K – – –
OW
1849
Olistico Wealth
Oklahoma
$62.4K +$58.5K +200 New
CT
1850
Caldwell Trust
Florida
$60.6K -$26.3K -90 -32%
72 73
74
75 76