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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
1026
AGF Investments LLC
Ontario, Canada
$5K +$5.45K +41 New
TFA
1027
Transamerica Financial Advisors
Florida
$4K -$214K -1,609 -98%
CAM
1028
ClariVest Asset Management
California
$4K – – –
CB
1029
CNB Bank
Pennsylvania
$4K – – –
MWM
1030
Mascoma Wealth Management
New Hampshire
$4K – – –
ME
1031
McIlrath & Eck
Washington
$4K – – –
MUS
1032
Mitsubishi UFJ Securities
Japan
$4K – – –
CPA
1033
Clear Perspective Advisors
Illinois
$3K – – –
MCM
1034
Mainstay Capital Management
Michigan
$3K – – –
HIM
1035
Hillsdale Investment Management
Ontario, Canada
$3K +$664 +5 +25%
MWM
1036
MinichMacGregor Wealth Management
New York
$3K +$664 +5 +24%
CA
1037
Centerpoint Advisors
Massachusetts
$3K +$797 +6 +29%
CIA
1038
CSat Investment Advisory
Michigan
$3K +$2.79K +21 New
CFN
1039
Cordasco Financial Network
Florida
$3K +$3.32K +25 New
EWM
1040
Elmwood Wealth Management
California
$2.54K – – –
AIS
1041
Accurate Investment Solutions
Pennsylvania
$2K -$12.8K -96 -86%
MIM
1042
Macroview Investment Management
Maryland
$2K -$3.46K -26 -58%
WEC
1043
Winslow Evans & Crocker
Massachusetts
$2K -$2.66K -20 -63%
CFD
1044
Creative Financial Designs
Indiana
$2K – – –
NIM
1045
NuWave Investment Management
New Jersey
$1K -$1.11M -8,377 -100%
RA
1046
Rational Advisors
New York
$1K -$35.2K -265 -97%
NC
1047
NewSquare Capital
Pennsylvania
$1K -$3.19K -24 -75%
GWS
1048
Glassman Wealth Services
Virginia
$1K -$930 -7 -44%
SWMG
1049
Signature Wealth Management Group
Georgia
$1K – – –
CS
1050
Candriam SCA
Luxembourg
$1K +$797 +6 New
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