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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
926
Roble Belko & Company
Pennsylvania
$26K – – –
OFS
927
Orrstown Financial Services
Pennsylvania
$26K +$25.8K +192 New
FIB
928
First Interstate Bank
Montana
$25K -$6.32K -47 -20%
OSNBOA
929
Old Second National Bank of Aurora
Illinois
$25K – – –
RFWA
930
RPg Family Wealth Advisory
Massachusetts
$22.1K -$30.4K -226 -58%
ADL
931
Asset Dedication LLC
California
$20K -$2.83K -21 -12%
HWM
932
Holloway Wealth Management
Florida
$20K – – –
CAG
933
Crestwood Advisors Group
Massachusetts
$20K +$19.2K +143 New
IUHSA
934
Itau Unibanco Holding S.A.
Brazil
$19K +$19.2K +143 New
WA
935
Winfield Associates
Ohio
$18K -$7.13K -53 -28%
HCC
936
Hirtle Callaghan & Co
Pennsylvania
$18K – – –
BWA
937
Burt Wealth Advisors
Maryland
$16K – – –
BL
938
Balentine LLC
Georgia
$16K +$7.94K +59 +95%
AWMS
939
Advocacy Wealth Management Services
Georgia
$15K -$7.26K -54 -33%
HR
940
Howe & Rusling
New York
$14K -$942 -7 -6%
VIMU
941
Veritas Investment Management (UK)
United Kingdom
$14K – – –
AIM
942
Anchor Investment Management
South Carolina
$13.9K – – –
AIS
943
Accurate Investment Solutions
Pennsylvania
$13K – – –
PIM
944
Parasol Investment Management
Illinois
$12K -$46.4K -345 -79%
MWM
945
MinichMacGregor Wealth Management
New York
$12K -$942 -7 -7%
TFO
946
Tarbox Family Office
California
$11K -$404 -3 -3%
NC
947
NewSquare Capital
Pennsylvania
$9K -$14.8K -110 -63%
SCA
948
Stuart Chaussee & Associates
California
$9K +$9.01K +67 New
JFA
949
JNBA Financial Advisors
Minnesota
$8K +$1.08K +8 +17%
BTIS
950
BB&T Investment Services
North Carolina
$8K +$6.99K +52 +325%
36 37
38
39 40