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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1876
Smallwood Wealth Investment Management
New Jersey
$46.8K – – –
BWL
1877
Bogart Wealth LLC
Virginia
$46.2K +$585 +2 +1%
AA
1878
Addison Advisors
Vermont
$45.3K – – –
CIA
1879
Cape Investment Advisory
Georgia
$45.3K +$26K +89 +159%
GCM
1880
Gables Capital Management
Florida
$43.7K – – –
PSFG
1881
Park Square Financial Group
Georgia
$43.7K +$8.48K +29 +22%
FUBT
1882
First United Bank & Trust
Maryland
$43.4K – – –
MAM
1883
Marquette Asset Management
Minnesota
$43.4K +$25.4K +87 +167%
1M
1884
1248 Management
Missouri
$42.9K – – –
TCM
1885
Tradewinds Capital Management
Washington
$42.1K – – –
WG
1886
Wellington Group
Indiana
$42.1K +$39.5K +135 New
CFD
1887
Creative Financial Designs
Indiana
$41.5K -$4.09K -14 -10%
CAL
1888
Capital Advisors Ltd
Ohio
$41K +$12.6K +43 +48%
AP
1889
Atwood & Palmer
Missouri
$40.6K – – –
GA
1890
GoalVest Advisory
New York
$40.3K +$37.7K +129 New
AIM
1891
Access Investment Management
Georgia
$40.1K – – –
SVWA
1892
Sarver Vrooman Wealth Advisors
Missouri
$39.6K -$22.5K -77 -38%
APW
1893
Atlantic Private Wealth
North Carolina
$39.6K +$585 +2 +2%
AIC
1894
Archer Investment Corporation
Indiana
$39.5K -$7.31K -25 -17%
KB
1895
Kimelman & Baird
New York
$39K – – –
BTC
1896
Bank & Trust Company
Illinois
$38.7K – – –
IAS
1897
IMA Advisory Services
Colorado
$38.5K +$5.26K +18 +17%
MAM
1898
Meeder Asset Management
Ohio
$38.1K -$292 -1 -0.8%
AWM
1899
Abound Wealth Management
Tennessee
$36.8K -$10.8K -37 -24%
CPG
1900
Cornerstone Planning Group
New Jersey
$35.8K – – –
74 75
76
77 78