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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
2026
Downshift Financial
Colorado
$25.9K +$24.8K +76 New
PAM
2027
Parvin Asset Management
South Dakota
$25.6K – – –
DF
2028
Dunhill Financial
United Kingdom
$25K +$10.8K +33 +83%
EF
2029
Entrust Financial
Pennsylvania
$24.9K -$326 -1 -1%
BDPWM
2030
Barnes Dennig Private Wealth Management
Ohio
$24.5K +$1.63K +5 +7%
IWM
2031
IMG Wealth Management
Florida
$24.5K +$4.24K +13 +22%
TTIC
2032
Tower Trust & Investment Company
Iowa
$24.5K – – –
RWM
2033
Raffa Wealth Management
District of Columbia
$23.9K +$2.61K +8 +13%
LI
2034
Louisbourg Investments
New Brunswick, Canada
$23.9K +$22.8K +70 New
BFPW
2035
BOK Financial Private Wealth
Colorado
$23.2K +$4.89K +15 +28%
GTAM
2036
Global Trust Asset Management
Florida
$23.2K – – –
MMCM
2037
Murphy & Mullick Capital Management
New York
$23.2K – – –
HCA
2038
Harbor Capital Advisors
Illinois
$23K -$326 -1 -1%
FCAS
2039
First Command Advisory Services
Texas
$22.5K -$66.5K -204 -76%
MIM
2040
Marshall Investment Management
Colorado
$22.2K +$10.1K +31 +91%
TFA
2041
Toth Financial Advisory
Virginia
$22.1K – – –
TFGT
2042
TS Financial Group (TSFG)
Illinois
$22K – – –
TWM
2043
Tripletail Wealth Management
Florida
$21.7K – – –
AP
2044
Aspect Partners
Virginia
$20.4K +$7.83K +24 +67%
BH
2045
Burk Holdings
Oklahoma
$20.1K – – –
NWM
2046
Navigoe Wealth Management
California
$20K +$1.3K +4 +7%
BSB
2047
Bangor Savings Bank
Maine
$19.8K -$6.2K -19 -25%
WBC
2048
West Branch Capital
Massachusetts
$19.8K – – –
GWS
2049
Greykasell Wealth Strategies
California
$19.4K -$7.5K -23 -29%
WWM
2050
Wolff Wiese Magana
California
$19.1K -$1.46M -4,473 -99%
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