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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1051
Empirical Wealth Management
Washington
$1.15M +$371K +1,136 +51%
SCM
1052
Stonebridge Capital Management
California
$1.15M -$253K -775 -19%
CCA
1053
Checchi Capital Advisers
California
$1.15M -$29K -89 -3%
CI
1054
Cigna Investments
Connecticut
$1.15M -$45.7K -140 -4%
RSWM
1055
Robertson Stephens Wealth Management
California
$1.14M -$2.94K -9 -0.3%
DWM
1056
Diversify Wealth Management
Utah
$1.14M +$109K +333 +12%
DAS
1057
Diversify Advisory Services
Utah
$1.14M +$1.03M +3,170 New
FA
1058
FC Advisory
Pennsylvania
$1.13M -$207K -634 -16%
7WCP
1059
71 West Capital Partners
Massachusetts
$1.12M +$412K +1,264 +62%
GIP
1060
Granite Investment Partners
California
$1.12M +$134K +411 +14%
EDRH
1061
Edmond de Rothschild Holding
Switzerland
$1.12M – – –
KP
1062
Keel Point
Alabama
$1.11M +$100K +308 +10%
SAG
1063
SageView Advisory Group
California
$1.11M +$41.1K +126 +4%
BMCM
1064
Bryn Mawr Capital Management
Pennsylvania
$1.11M +$47.9K +147 +5%
RFA
1065
Resurgent Financial Advisors
Georgia
$1.1M +$159K +487 +18%
KAM
1066
Knightsbridge Asset Management
California
$1.1M +$70.1K +215 +7%
FHA
1067
Flagship Harbor Advisors
Massachusetts
$1.09M – – –
MCM
1068
Mill Capital Management
North Carolina
$1.09M – – –
NAMP
1069
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.09M – – –
VEM
1070
Vann Equity Management
Texas
$1.09M +$234K +716 +29%
WG
1071
Welch Group
Alabama
$1.09M – – –
AA
1072
Advisory Alpha
Michigan
$1.09M +$512K +1,569 +96%
SIA
1073
Soltis Investment Advisors
Utah
$1.09M +$39.8K +122 +4%
QFW
1074
QTR Family Wealth
Florida
$1.09M +$84.5K +259 +9%
EP
1075
Essential Partners
California
$1.09M -$50.2K -154 -5%
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