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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
976
Parkside Financial Bank & Trust
Missouri
$467K +$2.94K +14 +0.6%
TFA
977
Transamerica Financial Advisors
Florida
$465K -$243K -1,158 -33%
CWM
978
Cornerstone Wealth Management
Missouri
$464K +$502K +2,388 New
JIP
979
Jaffetilchin Investment Partners
Florida
$462K -$68.9K -328 -12%
AF
980
Apexium Financial
Texas
$459K -$4.41K -21 -0.9%
SIG
981
Sky Investment Group
Connecticut
$458K -$4.41K -21 -0.9%
CFGS
982
Concourse Financial Group Securities
Alabama
$455K +$237K +1,127 +93%
GA
983
Goldstein Advisors
Wisconsin
$455K +$11.8K +56 +2%
CWA
984
Canvas Wealth Advisors
Kansas
$455K +$17.7K +84 +4%
CFFP
985
Center for Financial Planning
Michigan
$451K -$11.3K -54 -2%
BCM
986
Bayesian Capital Management
New York
$447K -$231K -1,100 -32%
EGA
987
E&G Advisors
Texas
$444K +$126K +600 +36%
SC
988
Savant Capital
Illinois
$443K -$116K -552 -19%
PCA
989
Peddock Capital Advisors
Massachusetts
$441K – – –
CWM
990
Congress Wealth Management
Massachusetts
$439K -$3.57K -17 -0.7%
LC
991
Lindbrook Capital
California
$435K +$50K +238 +12%
SWM
992
Spire Wealth Management
Virginia
$434K +$101K +481 +27%
MWM
993
Meridian Wealth Management
Kentucky
$434K -$11.6K -55 -2%
VI
994
Versor Investments
New York
$432K +$468K +2,225 New
CG
995
Colony Group
Massachusetts
$432K -$330K -1,570 -41%
HPC
996
HM Payson & Co
Maine
$428K – – –
PCM
997
Penserra Capital Management
California
$428K -$2.98M -14,165 -87%
9WM
998
9258 Wealth Management
Ohio
$427K +$64.3K +306 +16%
DI
999
DAGCO Inc
Ohio
$426K – – –
EFMC
1000
Empire Financial Management Company
New York
$426K +$461K +2,192 New
38 39
40
41 42