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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
751
Quadcap Wealth Management
Texas
$1.73M -$300K -1,221 -15%
CHAM
752
Clear Harbor Asset Management
Connecticut
$1.73M +$73K +297 +5%
JWCA
753
J.W. Coons Advisors
Ohio
$1.73M – – –
IAS
754
Insigneo Advisory Services
Florida
$1.72M +$1.63M +6,622 New
UFF
755
USA Financial Formulas
Michigan
$1.72M +$1.2M +4,869 +275%
IMCOOI
756
Investment Management Corp of Ontario (IMCO)
Canada
$1.72M -$738K -3,000 -31%
JSL
757
JT Stratford LLC
Georgia
$1.71M +$169K +686 +12%
CNBT
758
Canandaigua National Bank & Trust
New York
$1.71M -$354K -1,441 -18%
CWM
759
Cordatus Wealth Management
Pennsylvania
$1.68M -$6.15K -25 -0.4%
JAG
760
Journey Advisory Group
Kentucky
$1.68M -$2.46K -10 -0.2%
PDL
761
Portfolio Design Labs
California
$1.67M +$1.58M +6,441 New
CIC
762
Chase Investment Counsel
Virginia
$1.66M +$590K +2,400 +60%
DFA
763
Delta Financial Advisors
Louisiana
$1.65M +$137K +559 +10%
TFS
764
Thoroughbred Financial Services
Tennessee
$1.63M -$483K -1,963 -24%
RMC
765
Resources Management Corp
Connecticut
$1.63M -$91K -370 -6%
GRP
766
Global Retirement Partners
California
$1.63M +$22.6K +92 +1%
CCP
767
Cunning Capital Partners
North Carolina
$1.62M – – –
DWT
768
Dorsey & Whitney Trust
South Dakota
$1.61M -$780K -3,171 -34%
QCM
769
Qsemble Capital Management
New York
$1.6M +$1.52M +6,190 New
AG
770
Ascent Group
Virginia
$1.6M +$1.21M +4,901 +383%
TDC
771
Thompson Davis & Co
Virginia
$1.6M -$60.5K -246 -4%
TRIA
772
Trail Ridge Investment Advisors
Colorado
$1.59M – – –
TPCW
773
TD Private Client Wealth
New York
$1.58M +$44.5K +181 +3%
TPW
774
Transatlantique Private Wealth
New York
$1.57M -$92.4K -376 -6%
LBWM
775
Left Brain Wealth Management
Illinois
$1.57M +$43.3K +176 +3%
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