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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1876
IMG Wealth Management
Florida
$10.7K +$10.6K +37 New
BFS
1877
Bare Financial Services
Pennsylvania
$10.7K +$8.35K +29 +363%
CMA
1878
Cedar Mountain Advisors
Oregon
$10.4K – – –
DIP
1879
DT Investment Partners
Pennsylvania
$10.1K – – –
DWM
1880
Dogwood Wealth Management
Kansas
$10.1K +$3.74K +13 +57%
KFP
1881
Keener Financial Planning
Texas
$10K – – –
UIA
1882
Ulland Investment Advisors
Minnesota
$10K – – –
HFS
1883
Hughes Financial Services
Virginia
$9.71K – – –
DF
1884
Dunhill Financial
United Kingdom
$9.71K -$288 -1 -3%
HFS
1885
Hopwood Financial Services
Virginia
$9.56K – – –
CWM
1886
Cranbrook Wealth Management
Michigan
$9.27K – – –
HIW
1887
Holos Integrated Wealth
Pennsylvania
$9.22K – – –
PCM
1888
Penserra Capital Management
California
$9K -$1.71M -5,925 -99%
PWMG
1889
Private Wealth Management Group
New Jersey
$8.69K – – –
MWM
1890
Mascoma Wealth Management
New Hampshire
$8.4K – – –
SVCP
1891
Silicon Valley Capital Partners
California
$8.25K – – –
CMP
1892
Coston McIsaac & Partners
Maine
$8K – – –
FPB
1893
First PREMIER Bank
South Dakota
$7K – – –
PW
1894
Pandora Wealth
Illinois
$6.66K +$6.62K +23 New
WCM
1895
Westend Capital Management
California
$6.66K +$6.62K +23 New
TIM
1896
Total Investment Management
Arizona
$6.39K +$6.33K +22 New
FPF
1897
First Pacific Financial
Washington
$6.08K – – –
1IA
1898
1620 Investment Advisors
Massachusetts
$6.08K – – –
HNW
1899
High Note Wealth
Minnesota
$6.08K – – –
FLFS
1900
Family Legacy Financial Solutions
North Carolina
$6.08K +$6.04K +21 New
74 75
76
77 78