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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
951
Advocacy Wealth Management Services
Georgia
$16K – – –
PA
952
Perennial Advisors
New York
$16K +$15.2K +108 New
RBC
953
Roble Belko & Company
Pennsylvania
$15K -$12.9K -92 -48%
AIM
954
Anchor Investment Management
South Carolina
$14.8K – – –
VIMU
955
Veritas Investment Management (UK)
United Kingdom
$14K – – –
ACM
956
Armbruster Capital Management
New York
$14K +$13.1K +93 New
RFM
957
Royal Fund Management
Florida
$13K +$5.49K +39 +74%
TFO
958
Tarbox Family Office
California
$12K – – –
TJHA
959
Thomas J. Herzfeld Advisors
Florida
$10K -$25.1K -178 -72%
SCA
960
Stuart Chaussee & Associates
California
$10K – – –
MUS
961
Mitsubishi UFJ Securities
Japan
$9K -$38K -270 -82%
NC
962
NewSquare Capital
Pennsylvania
$9K – – –
TC
963
Trust Company
Kansas
$9K +$3.1K +22 +59%
JFA
964
JNBA Financial Advisors
Minnesota
$8K – – –
MIM
965
Macroview Investment Management
Maryland
$8K +$7.88K +56 New
MCIA
966
Mountain Capital Investment Advisors
Colorado
$8K +$8.02K +57 New
CAM
967
ClariVest Asset Management
California
$7K – – –
ECM
968
Exchange Capital Management
Michigan
$7K +$6.33K +45 New
AA
969
AlphaMark Advisors
Kentucky
$6K – – –
GI
970
Gradient Investments
Minnesota
$6K +$5.35K +38 New
DVM
971
Dreman Value Management
Florida
$6K +$5.77K +41 New
WIM
972
Westside Investment Management
California
$5.67K – – –
AIL
973
AGF Investments LLC
Ontario, Canada
$5K -$36.6K -260 -88%
MWM
974
Mascoma Wealth Management
New Hampshire
$5K +$845 +6 +21%
MWM
975
MinichMacGregor Wealth Management
New York
$3K -$8.87K -63 -70%
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