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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1876
Westend Capital Management
California
$6.49K – – –
CWP
1877
Clark Wealth Partners
Illinois
$5.93K – – –
FPF
1878
First Pacific Financial
Washington
$5.93K – – –
1IA
1879
1620 Investment Advisors
Massachusetts
$5.93K – – –
FLFS
1880
Family Legacy Financial Solutions
North Carolina
$5.93K – – –
HNW
1881
High Note Wealth
Minnesota
$5.93K – – –
POIA
1882
Pin Oak Investment Advisors
Texas
$5.66K +$275 +1 +5%
EWM
1883
Evolution Wealth Management
Florida
$5.64K – – –
MAS
1884
MPWM Advisory Solutions
Georgia
$5.64K – – –
PWA
1885
Principia Wealth Advisory
Texas
$5.64K +$275 +1 +5%
DWM
1886
Dogwood Wealth Management
Kansas
$5.38K -$4.68K -17 -47%
CTA
1887
Colonial Trust Advisors
South Carolina
$5.36K -$31.9K -116 -86%
BHWM
1888
Bay Harbor Wealth Management
Maryland
$5.09K +$1.93K +7 +64%
WBWA
1889
William B. Walkup & Associates
South Carolina
$4.89K – – –
TCA
1890
Trifecta Capital Advisors
Illinois
$4.8K -$35.8K -130 -88%
DFA
1891
DHJJ Financial Advisors
Illinois
$4.53K – – –
PS
1892
PayPay Securities
Japan
$4.09K +$2.2K +8 +133%
FC
1893
Fairscale Capital
New Hampshire
$3.96K – – –
M
1894
MOTCO
Texas
$3.95K – – –
ATC
1895
Adirondack Trust Company
New York
$3.95K – – –
BFS
1896
Burkett Financial Services
South Carolina
$3.41K – – –
NMG
1897
New Millennium Group
Utah
$3.39K – – –
BIM
1898
Breakwater Investment Management
Washington
$3.39K +$550 +2 +20%
LC
1899
Luminist Capital
Michigan
$3.38K – – –
HWP
1900
Highline Wealth Partners
California
$3.1K -$826 -3 -21%
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