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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
976
Kurt F. Somerville
$501K -$196K -1,000 -28%
CWM
977
Cornerstone Wealth Management
Missouri
$500K +$41.1K +210 +9%
FM
978
Family Management
New York
$500K +$257K +1,311 +102%
LC
979
LCNB Corp
Ohio
$496K +$98K +500 +24%
SWM
980
SeaCrest Wealth Management
New York
$496K -$11.6K -59 -2%
HI
981
Horizon Investments
North Carolina
$496K +$87.8K +448 +21%
CI
982
CX Institutional
Indiana
$495K +$116K +594 +30%
WG
983
Welch Group
Alabama
$494K – – –
RPC
984
Rossmore Private Capital
Connecticut
$493K – – –
FMWA
985
Forvis Mazars Wealth Advisors
Missouri
$492K -$22.1K -113 -4%
PCP
986
Proficio Capital Partners
Massachusetts
$491K +$19.4K +99 +4%
BAM
987
Boyar Asset Management
New York
$491K -$3.92K -20 -0.8%
ECG
988
Edge Capital Group
Georgia
$487K +$154K +788 +45%
SAM
989
Seelaus Asset Management
New Jersey
$487K -$80.1K -409 -14%
IWA
990
Intercontinental Wealth Advisors
Texas
$486K +$5.68K +29 +1%
EWA
991
EP Wealth Advisors
California
$480K -$731K -3,732 -65%
AF
992
Apexium Financial
Texas
$478K +$20.6K +105 +4%
IAIM
993
International Assets Investment Management
Florida
$477K -$31K -158 -6%
FWA
994
FSM Wealth Advisors
Ohio
$476K -$38.2K -195 -7%
JIC
995
Joel Isaacson & Co
New York
$472K – – –
GIA
996
Gateway Investment Advisers
Ohio
$469K +$3.33K +17 +0.7%
TSW
997
Thompson Siegel & Walmsley
Virginia
$469K – – –
FAFN
998
First Affirmative Financial Network
Colorado
$469K +$110K +560 +30%
IBOK
999
Independence Bank of Kentucky
Kentucky
$468K -$20.2K -103 -4%
CFFP
1000
Center for Financial Planning
Michigan
$468K +$21.2K +108 +5%
38 39
40
41 42