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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
1001
Quaker Wealth Management
New Jersey
$211K +$213K +1,217 New
MAG
1002
Mayfair Advisory Group
Alabama
$211K +$214K +1,218 New
CI
1003
CX Institutional
Indiana
$210K +$13.5K +77 +7%
BMCM
1004
Bryn Mawr Capital Management
Pennsylvania
$210K +$212K +1,208 New
HHGA
1005
Halbert Hargrove Global Advisors
California
$210K +$212K +1,212 New
PWMG
1006
Prestige Wealth Management Group
New Jersey
$209K +$18.4K +105 +10%
ACWM
1007
Adams Chetwood Wealth Management
North Carolina
$209K +$211K +1,203 New
NME
1008
Notis-McConarty Edward
$208K -$89.9K -513 -30%
ACM
1009
AUA Capital Management
Pennsylvania
$208K – – –
ST
1010
Smithfield Trust
Pennsylvania
$208K – – –
RIA
1011
Realta Investment Advisors
Delaware
$208K +$211K +1,201 New
KTC
1012
Kistler-Tiffany Companies
Pennsylvania
$207K -$5.61K -32 -3%
KCPG
1013
Kavar Capital Partners Group
Kansas
$207K +$209K +1,191 New
FFBTD
1014
First Financial Bank - Trust Division
Ohio
$206K +$207K +1,183 New
PL
1015
Parthenon LLC
Kentucky
$204K +$206K +1,174 New
FRM
1016
Fox Run Management
Connecticut
$203K -$115K -656 -36%
OPOWM
1017
One Plus One Wealth Management
Florida
$203K +$205K +1,170 New
ECG
1018
Edge Capital Group
Georgia
$201K +$203K +1,160 New
SDWMA
1019
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K +$204K +1,161 New
AAM
1020
Advisors Asset Management
Colorado
$199K -$3.37M -19,209 -94%
CT
1021
Caldwell Trust
Florida
$192K -$53.3K -304 -22%
ZB
1022
Zions Bancorporation
Utah
$188K +$13.7K +78 +8%
FHA
1023
First Horizon Advisors
Tennessee
$185K +$55.2K +315 +42%
HIA
1024
Harbor Investment Advisory
Maryland
$184K +$2.81K +16 +2%
FMTCOCP
1025
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$180K – – –
39 40
41
42 43