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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1926
Burkett Financial Services
South Carolina
$3.49K – – –
KWM
1927
Kiker Wealth Management
Georgia
$3.48K – – –
AWM
1928
Activest Wealth Management
Florida
$3.48K +$288 +1 +9%
TPW
1929
Talon Private Wealth
Florida
$3.48K +$3.45K +12 New
LC
1930
Luminist Capital
Michigan
$3.48K +$3.45K +12 New
NMG
1931
New Millennium Group
Utah
$3.35K -$3.17K -11 -48%
BHWM
1932
Bay Harbor Wealth Management
Maryland
$3.2K +$1.15K +4 +57%
ACA
1933
American Capital Advisory
Idaho
$3.19K +$2.3K +8 +267%
BIM
1934
Breakwater Investment Management
Washington
$2.9K – – –
CAM
1935
Chesapeake Asset Management
New York
$2.9K -$1.15K -4 -29%
RP
1936
Raelipskie Partnership
Ontario, Canada
$2.9K – – –
LWMI
1937
Legacy Wealth Management (Idaho)
Idaho
$2.61K – – –
LIS
1938
Legacy Investment Solutions
Idaho
$2.61K +$2.59K +9 New
STB
1939
S&T Bank
Pennsylvania
$2.61K +$2.59K +9 New
MAFA
1940
MJT & Associates Financial Advisory
Minnesota
$2.32K – – –
BA
1941
Bellwether Advisors
Nebraska
$2.32K +$2.3K +8 New
W
1942
WealthCollab
Washington
$2.03K – – –
HIA
1943
HFM Investment Advisors
New Jersey
$2.03K +$1.15K +4 +133%
NRWA
1944
North Ridge Wealth Advisors
Oregon
$1.74K – – –
PS
1945
PayPay Securities
Japan
$1.74K +$863 +3 +100%
WWM
1946
Wolff Wiese Magana
California
$1.45K – – –
T
1947
Tidemark
California
$1.45K +$1.44K +5 New
RPA
1948
Redwood Park Advisors
California
$1.16K – – –
LFA
1949
LGT Financial Advisors
Texas
$1.16K +$1.15K +4 New
MAWAG
1950
Mid-American Wealth Advisory Group
Missouri
$1.16K +$1.15K +4 New
76 77
78
79 80