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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1026
CNB Bank
Pennsylvania
$60K -$4.91K -34 -8%
WAP
1027
Wealthcare Advisory Partners
Pennsylvania
$60K -$289 -2 -0.5%
BL
1028
Balentine LLC
Georgia
$59K -$94.6K -655 -62%
SCA
1029
Stonebridge Capital Advisors
Minnesota
$56K +$54.9K +380 New
FBT
1030
First Bank & Trust
South Dakota
$55K +$54K +374 New
WPA
1031
West Paces Advisors
Georgia
$51.3K – – –
GSWM
1032
Golden State Wealth Management
California
$49K – – –
PFSC
1033
Peoples Financial Services Corp
Pennsylvania
$47K – – –
FMB
1034
Field & Main Bank
Kentucky
$44K – – –
TIM
1035
Tortoise Investment Management
New York
$44K – – –
CCM
1036
Cribstone Capital Management
Maine
$43K – – –
SFPIA
1037
Stevens First Principles Investment Advisors
California
$42K – – –
FRA
1038
Front Row Advisors
California
$42K +$2.74K +19 +7%
1IA
1039
1834 Investment Advisors
Wisconsin
$42K +$41.3K +286 New
GCM
1040
Gables Capital Management
Florida
$41K – – –
SMG
1041
Spectrum Management Group
Indiana
$40K – – –
BDWM
1042
Brewin Dolphin Wealth Management
Ireland
$39.3K – – –
HGWM
1043
Harvest Group Wealth Management
Massachusetts
$39K -$8.95K -62 -19%
SFG
1044
Sage Financial Group
Pennsylvania
$37K – – –
AIM
1045
Arcadia Investment Management
Michigan
$35K – – –
MAM
1046
Marquette Asset Management
Minnesota
$34K – – –
MAU
1047
MRA Associates USA
Arizona
$33.1K +$32.5K +225 New
AWMS
1048
Advocacy Wealth Management Services
Georgia
$33K – – –
POIA
1049
Pin Oak Investment Advisors
Texas
$32K – – –
BCI
1050
Brinker Capital Investments
Pennsylvania
$32K +$13.4K +93 +76%
40 41
42
43 44