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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1826
Westside Investment Management
California
$88.4K +$877 +3 +1%
HWM
1827
Horizons Wealth Management
North Carolina
$88K – – –
MLA
1828
MB, Levis & Associates
Pennsylvania
$86.4K – – –
RF
1829
Rossby Financial
Florida
$84.9K +$57.6K +197 +263%
SIS
1830
Sound Income Strategies
Florida
$81.9K -$5.56K -19 -7%
FMII
1831
Farmers & Merchants Investments Inc
Nebraska
$81.2K -$2.92K -10 -4%
GFL
1832
Granite FO LLC
New Hampshire
$81.2K – – –
PUI
1833
Purpose Unlimited Inc
$79.6K +$74.6K +255 New
T
1834
TrustBank
Illinois
$79.6K +$74.6K +255 New
P
1835
Palladiem
Pennsylvania
$78.5K +$73.1K +250 New
OC
1836
Oakmont Corp
California
$74.9K – – –
CRI
1837
Commonwealth Retirement Investments
Virginia
$72.7K +$68.1K +233 New
PWMA
1838
Pension & Wealth Management Advisors
Massachusetts
$72.4K -$15.2K -52 -18%
PB
1839
Prosperity Bancshares
Texas
$71.5K +$67K +229 New
MEG
1840
Millstone Evans Group
Colorado
$70.9K – – –
FRA
1841
Front Row Advisors
California
$68.9K – – –
PPC
1842
Park Place Capital
Alabama
$67.7K +$5.26K +18 +9%
NEWAS
1843
N.E.W. Advisory Services
Wisconsin
$67.1K +$31.6K +108 +101%
CSC
1844
Caldwell Sutter Capital
California
$66.5K – – –
AAG
1845
Armstrong Advisory Group
Massachusetts
$66.2K -$32.5K -111 -34%
MPW
1846
MASECO Private Wealth
$65.7K +$11.7K +40 +23%
KAS
1847
Kemnay Advisory Services
New York
$65.5K +$61.4K +210 New
OSNBOA
1848
Old Second National Bank of Aurora
Illinois
$62.7K +$6.14K +21 +12%
BWAM
1849
Boyd Watterson Asset Management
Ohio
$62.4K – – –
OW
1850
Olistico Wealth
Oklahoma
$62.4K +$58.5K +200 New
72 73
74
75 76