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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1851
Cloud Capital Management
Washington
$11K +$11.6K +42 New
DCM
1852
Davidson Capital Management
Texas
$10.7K -$3.15M -11,461 -100%
IWM
1853
IMG Wealth Management
Florida
$10.4K – – –
KFP
1854
Keener Financial Planning
Texas
$10K – – –
UIA
1855
Ulland Investment Advisors
Minnesota
$10K – – –
CA
1856
Centerpoint Advisors
Massachusetts
$10K +$5.5K +20 +143%
DIP
1857
DT Investment Partners
Pennsylvania
$9.88K – – –
HIW
1858
Holos Integrated Wealth
Pennsylvania
$9.62K – – –
DF
1859
Dunhill Financial
United Kingdom
$9.5K +$275 +1 +3%
CIAS
1860
CBIZ Investment Advisory Services
Ohio
$9.34K -$5.78K -21 -39%
HFS
1861
Hopwood Financial Services
Virginia
$9.31K – – –
CWM
1862
Cranbrook Wealth Management
Michigan
$9.03K – – –
PCM
1863
Penserra Capital Management
California
$9K – – –
PWMG
1864
Private Wealth Management Group
New Jersey
$8.47K – – –
NWMP
1865
Noble Wealth Management PBC
Colorado
$8.47K +$8.26K +30 New
HFS
1866
Hughes Financial Services
Virginia
$8.36K -$1.93K -7 -19%
SA
1867
Seneschal Advisors
Washington
$8.19K +$7.98K +29 New
MWM
1868
Mascoma Wealth Management
New Hampshire
$8.19K – – –
AP
1869
Aspect Partners
Virginia
$8.19K +$2.48K +9 +45%
SVCP
1870
Silicon Valley Capital Partners
California
$8.06K +$275 +1 +4%
CMP
1871
Coston McIsaac & Partners
Maine
$8K – – –
GWSA
1872
Global Wealth Strategies & Associates
Colorado
$7.96K +$3.3K +12 +75%
BCM
1873
Boreal Capital Management
Florida
$7.65K – – –
STB
1874
S&T Bank
Pennsylvania
$7.06K +$4.4K +16 +178%
FPB
1875
First PREMIER Bank
South Dakota
$7K – – –
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