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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1026
Procyon Advisors
Connecticut
$18K – – –
BWM
1027
Baystate Wealth Management
Massachusetts
$17K -$23.7K -165 -52%
FWM
1028
Filbrandt Wealth Management
Wisconsin
$17K +$7.17K +50 +50%
WQ
1029
Wealth Quarterback
New Jersey
$16.6K -$83.3K -581 -80%
SL
1030
Savior LLC
Massachusetts
$16K -$18.5K -129 -47%
SWM
1031
Sugarloaf Wealth Management
Georgia
$16K – – –
IA
1032
IndexIQ Advisors
New York
$15K -$430 -3 -2%
AP
1033
Atwood & Palmer
Missouri
$15K – – –
WCG
1034
Weaver Consulting Group
California
$14K -$7.31K -51 -29%
FA
1035
Fortis Advisors
Pennsylvania
$14K +$18.1K +126 New
CYG
1036
Clean Yield Group
Vermont
$13K -$47K -328 -73%
AW
1037
Avion Wealth
Texas
$13K +$16.8K +117 New
OSAM
1038
O'Shaughnessy Asset Management
Connecticut
$12K -$35.7K -249 -70%
AWM
1039
AllSquare Wealth Management
New York
$12K – – –
VIMU
1040
Veritas Investment Management (UK)
United Kingdom
$12K – – –
AIM
1041
Anchor Investment Management
South Carolina
$12K +$2.44K +17 +19%
LWANC
1042
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
RBC
1043
Roble Belko & Company
Pennsylvania
$11K – – –
FP
1044
Financial Perspectives
Minnesota
$10.5K – – –
TFO
1045
Tarbox Family Office
California
$10K -$2.44K -17 -15%
GI
1046
Gradient Investments
Minnesota
$10K +$860 +6 +7%
DWM
1047
Darwin Wealth Management
Florida
$10K +$13.5K +94 New
RWM
1048
Raffa Wealth Management
District of Columbia
$9.05K -$20.2K -141 -64%
FBT
1049
First Bank & Trust
South Dakota
$9K -$40.2K -280 -78%
RFM
1050
Royal Fund Management
Florida
$9K – – –
40 41
42
43 44