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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
2051
First Command Advisory Services
Texas
$22.5K -$66.5K -204 -76%
MIM
2052
Marshall Investment Management
Colorado
$22.2K +$10.1K +31 +91%
TFA
2053
Toth Financial Advisory
Virginia
$22.1K – – –
TFGT
2054
TS Financial Group (TSFG)
Illinois
$22K – – –
TWM
2055
Tripletail Wealth Management
Florida
$21.7K – – –
AI
2056
Atomic Invest
New York
$21.4K -$1.3K -4 -6%
AP
2057
Aspect Partners
Virginia
$20.4K +$7.83K +24 +67%
BH
2058
Burk Holdings
Oklahoma
$20.1K – – –
NWM
2059
Navigoe Wealth Management
California
$20K +$1.3K +4 +7%
BSB
2060
Bangor Savings Bank
Maine
$19.8K -$6.2K -19 -25%
WBC
2061
West Branch Capital
Massachusetts
$19.8K – – –
GWS
2062
Greykasell Wealth Strategies
California
$19.4K -$7.5K -23 -29%
WWM
2063
Wolff Wiese Magana
California
$19.1K -$1.46M -4,473 -99%
AEPWM
2064
Atlantic Edge Private Wealth Management
Florida
$19.1K – – –
EIP
2065
Essential Investment Partners
Colorado
$19.1K – – –
PAMS
2066
Pinpoint Asset Management (Singapore)
$18.7K +$17.9K +55 New
HWP
2067
Highline Wealth Partners
California
$18.1K +$7.83K +24 +83%
GEA
2068
Glen Eagle Advisors
New Jersey
$17.5K -$17.3K -53 -51%
AW
2069
Ankerstar Wealth
Texas
$17.1K – – –
RDFA
2070
Ritter Daniher Financial Advisory
Ohio
$17K – – –
CWM
2071
Copia Wealth Management
Oregon
$17K +$1.63K +5 +11%
CTA
2072
Colonial Trust Advisors
South Carolina
$17K +$1.96K +6 +14%
MFT
2073
Moisand Fitzgerald Tamayo
Florida
$17K +$16.3K +50 New
MPW
2074
MASECO Private Wealth
$17K – – –
PSFG
2075
Park Square Financial Group
Georgia
$16.7K -$4.57K -14 -22%
81 82
83
84 85