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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
826
Baldwin Investment Management
Pennsylvania
$1.96M +$16.4K +56 +0.9%
AWM
827
AE Wealth Management
Kansas
$1.96M +$410K +1,401 +29%
CCP
828
Cunning Capital Partners
North Carolina
$1.94M – – –
GJWM
829
Gilliland Jeter Wealth Management
Arkansas
$1.94M -$46.5K -159 -2%
TRIA
830
Trail Ridge Investment Advisors
Colorado
$1.91M – – –
TDC
831
Thompson Davis & Co
Virginia
$1.91M – – –
AG
832
Ascent Group
Virginia
$1.9M +$108K +368 +6%
WFAG
833
Wescott Financial Advisory Group
Pennsylvania
$1.9M +$1.78M +6,080 New
NERM
834
New England Research & Management
Illinois
$1.9M – – –
DAC
835
Dividend Assets Capital
South Carolina
$1.9M -$320K -1,093 -15%
VA
836
Valmark Advisers
Ohio
$1.89M +$24.6K +84 +1%
TFS
837
Thoroughbred Financial Services
Tennessee
$1.88M -$114K -390 -6%
BAM
838
Bayview Asset Management
Florida
$1.87M -$1.17M -4,000 -40%
EGA
839
Eagle Global Advisors
Texas
$1.87M – – –
DFCM
840
Dark Forest Capital Management
Puerto Rico
$1.87M -$6.36M -21,764 -78%
CIP
841
Convergence Investment Partners
Florida
$1.86M +$428K +1,465 +33%
FA
842
Faithward Advisors
Pennsylvania
$1.86M -$73.7K -252 -4%
CPIG
843
Chicago Partners Investment Group
Illinois
$1.86M +$623K +2,132 +53%
KCM
844
Kempner Capital Management
Texas
$1.85M -$144K -493 -8%
CA
845
CSM Advisors
Pennsylvania
$1.84M -$2.1M -7,185 -55%
SCA
846
Snowden Capital Advisors
New York
$1.81M -$64.3K -220 -4%
ACM
847
AlphaStar Capital Management
North Carolina
$1.81M +$71.1K +243 +4%
EF
848
Exeter Financial
Arizona
$1.8M -$2.92K -10 -0.2%
SWMG
849
Stillwater Wealth Management Group
Florida
$1.79M +$26K +89 +2%
CFWMA
850
Center for Wealth Management Advisory
Ohio
$1.79M +$1.68M +5,730 New
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