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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1001
Next Financial Group
Texas
$203K -$18.9K -117 -8%
SFA
1002
Sequoia Financial Advisors
Ohio
$201K -$8.06K -50 -4%
NSB
1003
Norway Savings Bank
Maine
$201K – – –
CCA
1004
Childress Capital Advisors
Texas
$201K +$54.9K +341 +36%
BFA
1005
Bragg Financial Advisors
North Carolina
$201K +$205K +1,273 New
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$194K -$51.6K -320 -21%
EWM
1007
Endurance Wealth Management
Rhode Island
$193K +$39K +242 +25%
ACM
1008
AUA Capital Management
Pennsylvania
$190K – – –
PWMG
1009
Prestige Wealth Management Group
New Jersey
$190K +$15.8K +98 +9%
ST
1010
Smithfield Trust
Pennsylvania
$189K – – –
HI
1011
Harbour Investments
Wisconsin
$186K +$189K +1,175 New
EW
1012
Evoke Wealth
California
$180K +$110K +682 +151%
IBOK
1013
Independence Bank of Kentucky
Kentucky
$178K +$44.3K +275 +32%
CSPIA
1014
Cary Street Partners Investment Advisory
Virginia
$171K +$174K +1,082 New
CAM
1015
CenterStar Asset Management
Illinois
$170K – – –
FMTCOCP
1016
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$164K – – –
DSC
1017
Duncker Streett & Co
Missouri
$163K +$11.3K +70 +7%
ZB
1018
Zions Bancorporation
Utah
$161K +$128K +794 +356%
PCM
1019
Penserra Capital Management
California
$156K +$25.5K +158 +19%
HIA
1020
Harbor Investment Advisory
Maryland
$155K – – –
HDIM
1021
Hanson & Doremus Investment Management
Vermont
$153K – – –
HWMA
1022
Heritage Wealth Management (Arizona)
Arizona
$148K +$151K +940 New
HCP
1023
Hexagon Capital Partners
Arkansas
$143K -$83.6K -519 -36%
ME
1024
McIlrath & Eck
Washington
$139K – – –
CI
1025
CX Institutional
Indiana
$139K +$10.5K +65 +8%
39 40
41
42 43