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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2051
Clark Wealth Partners
Illinois
$9.8K +$3.53K +11 +58%
HFS
2052
Hughes Financial Services
Virginia
$9.78K -$321 -1 -3%
NWMP
2053
Noble Wealth Management PBC
Colorado
$9.78K – – –
PWA
2054
Principia Wealth Advisory
Texas
$9.78K +$2.25K +7 +30%
SA
2055
Seneschal Advisors
Washington
$9.45K – – –
HWP
2056
Highline Wealth Partners
California
$9.45K +$2.57K +8 +38%
SVCP
2057
Silicon Valley Capital Partners
California
$9.37K – – –
CMP
2058
Coston McIsaac & Partners
Maine
$9K – – –
BCM
2059
Boreal Capital Management
Florida
$8.83K – – –
HIA
2060
HFM Investment Advisors
New Jersey
$8.47K – – –
VWM
2061
Vermillion Wealth Management
Minnesota
$8.47K +$8.34K +26 New
FPB
2062
First PREMIER Bank
South Dakota
$8K – – –
TCM
2063
Triumph Capital Management
Colorado
$7.57K +$1.28K +4 +21%
RWM
2064
Rialto Wealth Management
New York
$7.5K +$1.6K +5 +28%
WCM
2065
Westend Capital Management
California
$7.5K – – –
NA
2066
Networth Advisors
Pennsylvania
$7.5K +$5.78K +18 +360%
MS
2067
Monetary Solutions
Ohio
$7.17K – – –
POIA
2068
Pin Oak Investment Advisors
Texas
$7K – – –
FPF
2069
First Pacific Financial
Washington
$6.89K – – –
1IA
2070
1620 Investment Advisors
Massachusetts
$6.84K – – –
CWA
2071
Carolina Wealth Advisors
South Carolina
$6.84K +$6.74K +21 New
MAS
2072
MPWM Advisory Solutions
Georgia
$6.52K – – –
KFG
2073
Kingdom Financial Group
Arizona
$6.19K – – –
RTC
2074
Riverview Trust Company
Washington
$6.19K – – –
LAS
2075
Lloyd Advisory Services
Georgia
$6.19K +$6.1K +19 New
81 82
83
84 85