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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1851
High Note Wealth
Minnesota
$6.36K +$6.53K +23 New
NMG
1852
New Millennium Group
Utah
$6.22K +$1.7K +6 +35%
GJIA
1853
Glass Jacobson Investment Advisors
Maryland
$5.8K +$5.96K +21 New
1IA
1854
1620 Investment Advisors
Massachusetts
$5.8K – – –
NS
1855
NBC Securities
Alabama
$5.64K -$5.9M -20,768 -100%
AP
1856
Aspect Partners
Virginia
$5.53K -$4.26K -15 -43%
CWA
1857
Carolina Wealth Advisors
South Carolina
$5.53K – – –
MAS
1858
MPWM Advisory Solutions
Georgia
$5.53K +$5.68K +20 New
RWM
1859
Ruedi Wealth Management
Illinois
$5.25K – – –
CWP
1860
Clark Wealth Partners
Illinois
$5.25K +$5.39K +19 New
ORAM
1861
One River Asset Management
Connecticut
$5.23K +$5.39K +19 New
POIA
1862
Pin Oak Investment Advisors
Texas
$5K – – –
WBWA
1863
William B. Walkup & Associates
South Carolina
$4.78K – – –
TCA
1864
Trifecta Capital Advisors
Illinois
$4.7K -$15.3K -54 -76%
SC
1865
Stephens Consulting
Michigan
$4.42K – – –
FNWA
1866
Financial Network Wealth Advisors
Utah
$4.42K +$568 +2 +14%
FW
1867
Fairway Wealth
Ohio
$4.14K +$4.26K +15 New
FC
1868
Fairscale Capital
New Hampshire
$3.88K – – –
MIA
1869
MeadowBrook Investment Advisors
Michigan
$3.59K – – –
BFS
1870
Burkett Financial Services
South Carolina
$3.32K – – –
HWP
1871
Highline Wealth Partners
California
$3.32K +$568 +2 +20%
ATC
1872
Adirondack Trust Company
New York
$3.04K – – –
PWA
1873
Principia Wealth Advisory
Texas
$3.04K +$3.12K +11 New
SFCL
1874
Strengthening Families & Communities LLC
Massachusetts
$3K – – –
RP
1875
Raelipskie Partnership
Ontario, Canada
$2.76K -$25.6K -90 -90%
73 74
75
76 77