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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1026
Burt Wealth Advisors
Maryland
$16K – – –
AC
1027
Avestar Capital
New York
$16K +$1.29K +10 +7%
CIAS
1028
Capital Investment Advisory Services
North Carolina
$16K +$15.5K +120 New
NS
1029
NewDay Solutions
New Hampshire
$16K +$15.5K +120 New
PWM
1030
PRW Wealth Management
Massachusetts
$15K +$15.1K +117 New
AWM
1031
AllSquare Wealth Management
New York
$14K – – –
VIMU
1032
Veritas Investment Management (UK)
United Kingdom
$14K – – –
TFO
1033
Tarbox Family Office
California
$14K +$1.03K +8 +8%
AIM
1034
Anchor Investment Management
South Carolina
$13.2K – – –
HT
1035
Heritage Trust
Oklahoma
$13K -$8.66K -67 -39%
BCA
1036
Bray Capital Advisors
Florida
$13K – – –
MFT
1037
Moisand Fitzgerald Tamayo
Florida
$13K – – –
RBC
1038
Roble Belko & Company
Pennsylvania
$13K – – –
LWANC
1039
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K +$12.7K +98 New
FC
1040
Ferris Capital
Massachusetts
$12K -$1.68K -13 -12%
MCA
1041
Mercer Capital Advisers
New Jersey
$11K – – –
TWMP
1042
Taylor Wealth Management Partners
Massachusetts
$11K – – –
LC
1043
Lavaca Capital
Texas
$11K +$10.6K +82 New
WCM
1044
WealthBridge Capital Management
Ohio
$11K +$11.2K +87 New
KL
1045
KWMG LLC
Kansas
$10K -$517 -4 -5%
RFM
1046
Royal Fund Management
Florida
$10K – – –
SGAM
1047
Smith Group Asset Management
Texas
$10K – – –
THWM
1048
Taylor Hoffman Wealth Management
Virginia
$10K – – –
SCA
1049
Stuart Chaussee & Associates
California
$9K – – –
TJHA
1050
Thomas J. Herzfeld Advisors
Florida
$8K – – –
40 41
42
43 44