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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
SeaCrest Wealth Management
New York
$301K +$12.4K +75 +4%
YWP
902
YorkBridge Wealth Partners
New York
$301K +$16.6K +100 +6%
MSA
903
Marino Stram & Associates
Massachusetts
$301K +$314K +1,893 New
SFG
904
Summit Financial Group
West Virginia
$300K +$9.45K +57 +3%
MC
905
Machina Capital
France
$299K +$312K +1,881 New
AWM
906
Apollon Wealth Management
South Carolina
$298K +$16.9K +102 +6%
RWM
907
Ritholtz Wealth Management
New York
$298K +$34.6K +209 +13%
HCP
908
Holt Capital Partners
Texas
$297K -$16.6K -100 -5%
IP
909
Investment Partners
Ohio
$295K +$1.33K +8 +0.4%
AP
910
Appleton Partners
Massachusetts
$292K -$56.5K -341 -16%
CWA
911
Clearview Wealth Advisors
Oregon
$291K – – –
EWM
912
Empirical Wealth Management
Washington
$291K +$39.6K +239 +15%
FRM
913
Fox Run Management
Connecticut
$291K +$303K +1,829 New
WWM
914
Western Wealth Management
Colorado
$290K -$1.49K -9 -0.5%
SCM
915
Stonebridge Capital Management
California
$290K – – –
ACA
916
Atlas Capital Advisors
Wyoming
$289K -$85.9K -518 -22%
FPS
917
Fieldpoint Private Securities
Connecticut
$288K +$24K +145 +10%
HFG
918
Heron Financial Group
New York
$287K -$39.8K -240 -12%
EGA
919
E&G Advisors
Texas
$284K -$296K -1,786 Closed
EP
920
Eudaimonia Partners
Tennessee
$283K +$72.9K +440 +33%
4WM
921
44 Wealth Management
Oregon
$282K -$38.8K -234 -12%
WP
922
WealthSource Partners
California
$282K +$294K +1,776 New
FFN
923
Focus Financial Network
Minnesota
$281K +$8.29K +50 +3%
LPT
924
Legacy Private Trust
Wisconsin
$279K -$43.1K -260 -13%
WA
925
Wambolt & Associates
Colorado
$279K -$35.6K -215 -11%
35 36
37
38 39