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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1001
Front Row Advisors
California
$31K +$31.4K +210 New
AWM
1002
Aevitas Wealth Management
Massachusetts
$31K +$31.7K +212 New
AWM
1003
AllSquare Wealth Management
New York
$29K -$1.34K -9 -4%
CA
1004
Crewe Advisors
Utah
$29K +$29.9K +200 New
OFS
1005
Orrstown Financial Services
Pennsylvania
$28K – – –
GTAM
1006
Global Trust Asset Management
Florida
$28K +$28.8K +193 New
FCB
1007
First Command Bank
Texas
$26K – – –
FCFS
1008
First Command Financial Services
Texas
$26K – – –
LC
1009
Landaas & Company
Wisconsin
$26K – – –
OSNBOA
1010
Old Second National Bank of Aurora
Illinois
$26K – – –
TDC
1011
Thompson Davis & Co
Virginia
$25K -$32.3K -216 -56%
HWM
1012
Holloway Wealth Management
Florida
$22K – – –
TFS
1013
TrustCore Financial Services
Tennessee
$22K +$22.7K +152 New
FIB
1014
First Interstate Bank
Montana
$21K – – –
NSIM
1015
North Star Investment Management
Illinois
$21K – – –
AC
1016
Avestar Capital
New York
$21K +$23.9K +160 New
WA
1017
Winfield Associates
Ohio
$20K – – –
SGAM
1018
Smith Group Asset Management
Texas
$19K – – –
HT
1019
Heritage Trust
Oklahoma
$19K +$3.14K +21 +19%
DPA
1020
Delphi Private Advisors
California
$18K -$6.72K -45 -27%
BWM
1021
Baystate Wealth Management
Massachusetts
$18K -$5.53K -37 -24%
BWA
1022
Burt Wealth Advisors
Maryland
$18K – – –
AIS
1023
Accurate Investment Solutions
Pennsylvania
$16K -$8.66K -58 -35%
AWMS
1024
Advocacy Wealth Management Services
Georgia
$16K – – –
VIMU
1025
Veritas Investment Management (UK)
United Kingdom
$16K – – –
39 40
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42 43