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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1001
Sutton Wealth Advisors
Florida
$99K +$1.73K +12 +2%
DWA
1002
Dougherty Wealth Advisers
Minnesota
$98K – – –
CAL
1003
Capital Advisors Ltd
Ohio
$96K +$23.2K +161 +33%
PCP
1004
Proficio Capital Partners
Massachusetts
$96K +$36.4K +252 +63%
CFA
1005
Carroll Financial Associates
North Carolina
$96K +$42.6K +295 +81%
CHC
1006
City Holding Co
West Virginia
$95K – – –
CIA
1007
CSat Investment Advisory
Michigan
$95K +$87.5K +606 +1,554%
PCM
1008
Princeton Capital Management
New Jersey
$94K – – –
BFC
1009
Bedel Financial Consulting
Indiana
$93K – – –
AS
1010
Altshuler Shaham
Israel
$90K +$87.6K +607 New
DAM
1011
Delta Asset Management
Tennessee
$89K – – –
MA
1012
MCF Advisors
Kentucky
$89K – – –
ZB
1013
Zions Bancorporation
Utah
$88K -$22.5K -156 -21%
NFG
1014
Next Financial Group
Texas
$88K +$84.5K +585 +3,900%
SC
1015
Sawyer & Company
Massachusetts
$85K – – –
SMFS
1016
Squar Milner Financial Services
California
$84K – – –
MSFP
1017
Mark Sheptoff Financial Planning
Connecticut
$83K – – –
TWA
1018
TCI Wealth Advisors
Arizona
$80K – – –
LA
1019
Legacy Advisors
Pennsylvania
$78K +$39K +270 +104%
RWA
1020
Redhawk Wealth Advisors
Minnesota
$73K +$71.6K +496 New
KPCM
1021
Kings Point Capital Management
New York
$69K +$7.65K +53 +13%
JWA
1022
JFS Wealth Advisors
Pennsylvania
$67K -$5.34K -37 -8%
CIM
1023
Contravisory Investment Management
Massachusetts
$66K +$64.5K +447 New
TC
1024
Trust Company
Kansas
$64K +$8.37K +58 +16%
EFSCE
1025
Enterprise Financial Services Corp (EFSC)
Missouri
$63K +$144 +1 +0.2%
39 40
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42 43