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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1851
Bison Wealth
Georgia
– -$299K -1,155 Closed
BFS
1852
Bard Financial Services
Connecticut
– -$288K -1,130 Closed
CIC
1853
Cornercap Investment Counsel
Georgia
– -$279K -1,093 Closed
GSC
1854
Ground Swell Capital
South Carolina
– -$277K -1,087 Closed
OTL
1855
Oak Thistle LLC
New York
– -$275K -1,077 Closed
DC
1856
DeDora Capital
California
– -$268K -1,049 Closed
ORAM
1857
One River Asset Management
Connecticut
– -$287K -1,047 Closed
WF
1858
Wayfinding Financial
Washington
– -$242K -945 Closed
GCP
1859
GSA Capital Partners
United Kingdom
– -$240K -940 Closed
RWA
1860
Redhawk Wealth Advisors
Minnesota
– -$232K -909 Closed
RIA
1861
Realta Investment Advisors
Delaware
– -$228K -894 Closed
GDP
1862
Great Diamond Partners
Maine
– -$219K -858 Closed
PWW
1863
Pettyjohn Wood & White
Virginia
– -$212K -833 Closed
ACI
1864
Alpha Cubed Investments
California
– -$209K -821 Closed
RIA
1865
Regal Investment Advisors
Michigan
– -$209K -819 Closed
RCWM
1866
Royal Capital Wealth Management
Indiana
– -$204K -798 Closed
FFA
1867
First Foundation Advisors
California
– -$127K -497 Closed
TFF
1868
The Family Firm
Maryland
– -$65.8K -258 Closed
QL
1869
Quarry LP
New York
– -$53.3K -209 Closed
EC
1870
EdgeRock Capital
Colorado
– -$49.2K -193 Closed
RFG
1871
RFP Financial Group
Georgia
– -$46.9K -184 Closed
SA
1872
Scarborough Advisors
Maryland
– -$38K -149 Closed
TWP
1873
Triad Wealth Partners
Kansas
– -$37.2K -146 Closed
TWD
1874
True Wealth Design
Ohio
– -$25.5K -100 Closed
IWA
1875
IBEX Wealth Advisors
New Jersey
– -$21.1K -83 Closed
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