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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1951
Operose Advisors
Wisconsin
$60.7K +$58.1K +178 New
MSG
1952
Main Street Group
Virginia
$60K -$6.85K -21 -11%
IW
1953
Imprint Wealth
South Carolina
$60K – – –
TFM
1954
TFC Financial Management
Massachusetts
$59.3K +$1.3K +4 +2%
CPG
1955
Cornerstone Planning Group
New Jersey
$58.4K -$8.15K -25 -13%
OAJ
1956
Ogorek Anthony Joseph
New York
$58K +$2.94K +9 +5%
MSWA
1957
Marshall & Sterling Wealth Advisors
New York
$57.6K +$326 +1 +0.6%
CM
1958
Capula Management
Cayman Islands
$57.2K +$54.8K +168 New
CAL
1959
Capital Advisors Ltd
Ohio
$57K -$11.1K -34 -17%
FLP
1960
Financial Life Planners
Arizona
$54K – – –
LWM
1961
Lodestone Wealth Management
Washington
$53.1K -$5.22K -16 -9%
KFI
1962
Key Financial Inc
Pennsylvania
$51.5K – – –
SWIM
1963
Smallwood Wealth Investment Management
New Jersey
$51.1K – – –
CHC
1964
City Holding Co
West Virginia
$51.1K – – –
KAS
1965
Kemnay Advisory Services
New York
$50.4K +$2.61K +8 +6%
MAM
1966
Marquette Asset Management
Minnesota
$49.7K -$7.83K -24 -14%
AIM
1967
Access Investment Management
Georgia
$48.4K – – –
MEG
1968
Millstone Evans Group
Colorado
$47.7K -$28.4K -87 -38%
GCM
1969
Gables Capital Management
Florida
$47.7K – – –
SVWA
1970
Sarver Vrooman Wealth Advisors
Missouri
$47.6K -$1.63K -5 -4%
FUBT
1971
First United Bank & Trust
Maryland
$47.4K – – –
1M
1972
1248 Management
Missouri
$46.8K – – –
GA
1973
GoalVest Advisory
New York
$46K +$1.96K +6 +5%
GSEP
1974
Golden State Equity Partners
California
$45.3K -$1.74M -5,327 -98%
FNWA
1975
Financial Network Wealth Advisors
Utah
$45K +$11.1K +34 +35%
77 78
79
80 81