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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
1051
Brewin Dolphin Wealth Management
Ireland
$43.1K – – –
HGWM
1052
Harvest Group Wealth Management
Massachusetts
$43K – – –
ADL
1053
Asset Dedication LLC
California
$41K +$39.8K +257 New
SFG
1054
Sage Financial Group
Pennsylvania
$40K – – –
AIM
1055
Arcadia Investment Management
Michigan
$39K – – –
MAM
1056
Marquette Asset Management
Minnesota
$38K – – –
BAM
1057
Barrett Asset Management
New York
$36K +$35K +226 New
RWM
1058
Raffa Wealth Management
District of Columbia
$35.8K +$34.4K +222 New
POIA
1059
Pin Oak Investment Advisors
Texas
$35K – – –
KFS
1060
Kelly Financial Services
Massachusetts
$34.2K +$155 +1 +0.5%
DOA
1061
D'Orazio & Associates
Virginia
$34K +$32.2K +208 New
AWMS
1062
Advocacy Wealth Management Services
Georgia
$32K -$3.71K -24 -11%
IRC
1063
Investors Research Corp
Georgia
$32K +$22K +142 +249%
GTAM
1064
Global Trust Asset Management
Florida
$31K – – –
MCM
1065
McMillion Capital Management
North Carolina
$30K – – –
LWM
1066
Liberty Wealth Management
California
$30K +$18.6K +120 +176%
GWS
1067
Glassman Wealth Services
Virginia
$29K – – –
OSNBOA
1068
Old Second National Bank of Aurora
Illinois
$29K – – –
JFA
1069
JNBA Financial Advisors
Minnesota
$28K -$1.24K -8 -4%
CH
1070
Canton Hathaway
Rhode Island
$28K – – –
PO
1071
Private Ocean
California
$27K – – –
LFG
1072
Larson Financial Group
Missouri
$26K +$25.4K +164 New
CCM
1073
Cribstone Capital Management
Maine
$25K -$21.2K -137 -47%
BWM
1074
Baystate Wealth Management
Massachusetts
$25K +$155 +1 +0.7%
HWM
1075
Holloway Wealth Management
Florida
$24K – – –
41 42
43
44 45