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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
1026
Edge Capital Group
Georgia
$697K -$1.23K -5 -0.2%
BAM
1027
Boyar Asset Management
New York
$696K -$1.23K -5 -0.2%
MBT
1028
Montecito Bank & Trust
California
$696K -$22.6K -92 -3%
ACGA
1029
Atlanta Consulting Group Advisors
Georgia
$696K +$661K +2,687 New
ETC
1030
Exchange Traded Concepts
Oklahoma
$692K -$84.1K -342 -11%
CAMG
1031
CWA Asset Management Group
Florida
$691K +$108K +439 +20%
HJIM
1032
Henry James International Management
New York
$691K – – –
CFG
1033
Citizens Financial Group
Rhode Island
$688K +$47.2K +192 +8%
CSB
1034
City State Bank
Iowa
$688K – – –
CWM
1035
Cornerstone Wealth Management
Missouri
$688K -$19.9K -81 -3%
SQA
1036
Simon Quick Advisors
New Jersey
$687K +$430K +1,747 +193%
CSI
1037
Cross Staff Investments
New York
$686K – – –
CFFP
1038
Center for Financial Planning
Michigan
$686K +$32.2K +131 +5%
EFMC
1039
Empire Financial Management Company
New York
$683K +$59K +240 +10%
CI
1040
CX Institutional
Indiana
$682K -$983 -4 -0.2%
TA
1041
TKG Advisors
Indiana
$674K -$15.2K -62 -2%
BSW
1042
Buckingham Strategic Wealth
Missouri
$670K -$13.5K -55 -2%
EHC
1043
Everett Harris & Co
California
$668K – – –
CP
1044
Canopy Partners
Ohio
$668K +$70.1K +285 +12%
FHA
1045
Flagship Harbor Advisors
Massachusetts
$667K -$2.46K -10 -0.4%
LC
1046
Lindbrook Capital
California
$667K +$21.4K +87 +3%
AF
1047
Apexium Financial
Texas
$665K -$338K -1,373 -35%
APA
1048
Astoria Portfolio Advisors
New York
$664K -$20.2K -82 -3%
WJWM
1049
Williams Jones Wealth Management
New York
$663K +$983 +4 +0.2%
SWM
1050
SeaCrest Wealth Management
New York
$661K -$29.8K -121 -5%
40 41
42
43 44