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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
2026
Pavion Blue Capital
California
– -$200K -691 Closed
VEA
2027
Virtus ETF Advisers
New York
– -$179K -617 Closed
HB
2028
Horizon Bancorp
Indiana
– -$145K -500 Closed
CM
2029
Capula Management
Cayman Islands
– -$99.4K -361 Closed
WTFG
2030
Wood Tarver Financial Group
Idaho
– -$81K -282 Closed
APW
2031
Acima Private Wealth
Virginia
– -$76.5K -264 Closed
TPWA
2032
Twin Peaks Wealth Advisors
California
– -$60.7K -225 Closed
BCMLT
2033
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$64.6K -223 Closed
OW
2034
Olistico Wealth
Oklahoma
– -$57.9K -200 Closed
NC
2035
NewSquare Capital
Pennsylvania
– -$54.2K -187 Closed
GC
2036
Garde Capital
Washington
– -$50.7K -175 Closed
IFS
2037
Intelligent Financial Strategies
Minnesota
– -$43.3K -149 Closed
WA
2038
Whipplewood Advisors
Colorado
– -$42K -145 Closed
SO
2039
Sierra Ocean
California
– -$36.6K -126 Closed
CWM
2040
CarsonAllaria Wealth Management
Illinois
– -$34.3K -118 Closed
VWA
2041
VSM Wealth Advisory
Maryland
– -$31.9K -110 Closed
OWA
2042
Opal Wealth Advisors
New York
– -$29.3K -101 Closed
WCM
2043
WealthTrak Capital Management
Virginia
– -$22.9K -79 Closed
LFA
2044
Legend Financial Advisors
Pennsylvania
– -$18.3K -63 Closed
ITFISA
2045
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$13.9K -48 Closed
T
2046
Transce3nd
Texas
– -$13.6K -47 Closed
RAM
2047
Riggs Asset Management
Pennsylvania
– -$11.9K -41 Closed
CW
2048
Curio Wealth
Maryland
– -$10.7K -37 Closed
PW
2049
Pandora Wealth
Illinois
– -$6.66K -23 Closed
TIM
2050
Total Investment Management
Arizona
– -$6.39K -22 Closed
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