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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1876
Bare Financial Services
Pennsylvania
$10.7K +$8.35K +29 +363%
CMA
1877
Cedar Mountain Advisors
Oregon
$10.4K – – –
DIP
1878
DT Investment Partners
Pennsylvania
$10.1K – – –
DWM
1879
Dogwood Wealth Management
Kansas
$10.1K +$3.74K +13 +57%
KFP
1880
Keener Financial Planning
Texas
$10K – – –
UIA
1881
Ulland Investment Advisors
Minnesota
$10K – – –
HFS
1882
Hughes Financial Services
Virginia
$9.71K – – –
DF
1883
Dunhill Financial
United Kingdom
$9.71K -$288 -1 -3%
HFS
1884
Hopwood Financial Services
Virginia
$9.56K – – –
CWM
1885
Cranbrook Wealth Management
Michigan
$9.27K – – –
HIW
1886
Holos Integrated Wealth
Pennsylvania
$9.22K – – –
PCM
1887
Penserra Capital Management
California
$9K -$1.71M -5,925 -99%
PWMG
1888
Private Wealth Management Group
New Jersey
$8.69K – – –
MWM
1889
Mascoma Wealth Management
New Hampshire
$8.4K – – –
SVCP
1890
Silicon Valley Capital Partners
California
$8.25K – – –
CMP
1891
Coston McIsaac & Partners
Maine
$8K – – –
FPB
1892
First PREMIER Bank
South Dakota
$7K – – –
PW
1893
Pandora Wealth
Illinois
$6.66K +$6.62K +23 New
WCM
1894
Westend Capital Management
California
$6.66K +$6.62K +23 New
TIM
1895
Total Investment Management
Arizona
$6.39K +$6.33K +22 New
FPF
1896
First Pacific Financial
Washington
$6.08K – – –
1IA
1897
1620 Investment Advisors
Massachusetts
$6.08K – – –
HNW
1898
High Note Wealth
Minnesota
$6.08K – – –
FLFS
1899
Family Legacy Financial Solutions
North Carolina
$6.08K +$6.04K +21 New
SC
1900
Stephens Consulting
Michigan
$5.79K +$2.88K +10 +100%
74 75
76
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