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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1876
Trifecta Capital Advisors
Illinois
$5.13K – – –
HIMS
1877
Hager Investment Management Services
New Hampshire
$4.53K +$3.61K +13 +650%
NSG
1878
Nalls Sherbakoff Group
Tennessee
$4.24K +$3.89K +14 New
FC
1879
Fairscale Capital
New Hampshire
$4.24K – – –
GWSA
1880
Global Wealth Strategies & Associates
Colorado
$4.23K +$1.39K +5 +56%
M
1881
MOTCO
Texas
$4.23K +$1.67K +6 +75%
CAM
1882
Chesapeake Asset Management
New York
$4.23K -$11.1K -40 -74%
SFA
1883
Semmax Financial Advisors
North Carolina
$4.06K +$3.89K +14 New
RBC
1884
Roble Belko & Company
Pennsylvania
$4K +$3.61K +13 New
PWA
1885
Principia Wealth Advisory
Texas
$3.98K +$834 +3 +27%
HWP
1886
Highline Wealth Partners
California
$3.93K +$278 +1 +8%
BFS
1887
Burkett Financial Services
South Carolina
$3.62K – – –
KWM
1888
Kiker Wealth Management
Georgia
$3.62K +$3.33K +12 New
BCM
1889
Blume Capital Management
California
$3.32K -$108K -389 -97%
AWM
1890
Activest Wealth Management
Florida
$3.32K +$3.06K +11 New
ATC
1891
Adirondack Trust Company
New York
$3.32K – – –
SC
1892
Stephens Consulting
Michigan
$3.02K -$1.67K -6 -38%
BIM
1893
Breakwater Investment Management
Washington
$3.02K – – –
RP
1894
Raelipskie Partnership
Ontario, Canada
$3.02K – – –
LWMI
1895
Legacy Wealth Management (Idaho)
Idaho
$2.72K – – –
RAM
1896
Riggs Asset Management
Pennsylvania
$2.72K – – –
PMFA
1897
Plante Moran Financial Advisors
Michigan
$2.42K – – –
BFS
1898
Bare Financial Services
Pennsylvania
$2.42K +$2.22K +8 New
MAFA
1899
MJT & Associates Financial Advisory
Minnesota
$2.42K +$2.22K +8 New
BHWM
1900
Bay Harbor Wealth Management
Maryland
$2.12K +$1.95K +7 New
74 75
76
77 78