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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1051
One Wealth Advisors
California
$8K +$145 +1 +2%
CIM
1052
Corbyn Investment Management
Maryland
$8K +$8.69K +60 New
NSIM
1053
North Star Investment Management
Illinois
$7K -$13.6K -94 -64%
PO
1054
Private Ocean
California
$7K +$3.48K +24 +71%
LA
1055
Legacy Advisors
Pennsylvania
$7K +$7.24K +50 New
DVM
1056
Dreman Value Management
Florida
$6K – – –
MIM
1057
Macroview Investment Management
Maryland
$6K +$6.52K +45 New
OAJ
1058
Ogorek Anthony Joseph
New York
$6K +$6.95K +48 New
RWM
1059
Raffa Wealth Management
District of Columbia
$5.74K +$6.08K +42 New
WIM
1060
Westside Investment Management
California
$5.6K -$1.45K -10 -19%
AA
1061
AlphaMark Advisors
Kentucky
$5K – – –
WEC
1062
Winslow Evans & Crocker
Massachusetts
$4.38K – – –
CAM
1063
ClariVest Asset Management
California
$4K -$2.61K -18 -39%
NC
1064
NewSquare Capital
Pennsylvania
$4K -$1.16K -8 -20%
CB
1065
CNB Bank
Pennsylvania
$4K – – –
MWM
1066
Mascoma Wealth Management
New Hampshire
$4K – – –
ME
1067
McIlrath & Eck
Washington
$4K – – –
MUS
1068
Mitsubishi UFJ Securities
Japan
$4K – – –
SP
1069
SWS Partners
Ohio
$4K – – –
HIM
1070
Hillsdale Investment Management
Ontario, Canada
$3K -$724 -5 -20%
CPA
1071
Clear Perspective Advisors
Illinois
$3K – – –
CA
1072
Centerpoint Advisors
Massachusetts
$3K +$3.04K +21 New
CCA
1073
Clearwater Capital Advisors
Illinois
$3K +$3.19K +22 New
EWM
1074
Elmwood Wealth Management
California
$2.73K +$2.9K +20 New
MWM
1075
MinichMacGregor Wealth Management
New York
$2K -$1.16K -8 -28%
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