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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1051
Versant Capital Management
Arizona
$8K -$1.86K -13 -15%
LS
1052
Leelyn Smith
Illinois
$7K -$17.9K -125 -66%
SGAM
1053
Smith Group Asset Management
Texas
$7K – – –
SIS
1054
Sound Income Strategies
Florida
$7K +$8.6K +60 New
LWA
1055
Lenox Wealth Advisors
New York
$6K -$430 -3 -5%
SIA
1056
SeaBridge Investment Advisors
New Jersey
$6K – – –
TJHA
1057
Thomas J. Herzfeld Advisors
Florida
$6K – – –
AP
1058
Arlington Partners
Alabama
$6K +$7.17K +50 New
GWMIA
1059
Global Wealth Management Investment Advisory
Florida
$6K +$7.17K +50 New
IBOK
1060
Independence Bank of Kentucky
Kentucky
$6K +$7.17K +50 New
LSA
1061
Lion Street Advisors
Texas
$6K +$8.32K +58 New
AWA
1062
Arkadios Wealth Advisors
Georgia
$5.36K – – –
AA
1063
Advisory Alpha
Michigan
$5.2K +$5.02K +35 +233%
KTC
1064
Kistler-Tiffany Companies
Pennsylvania
$5K -$4.59K -32 -50%
CCM
1065
Cribstone Capital Management
Maine
$5K – – –
OAJ
1066
Ogorek Anthony Joseph
New York
$5K – – –
CQS
1067
Credential Qtrade Securities
$4.13K -$15.9K -111 -75%
WWM
1068
Willingdon Wealth Management
North Carolina
$4K -$240K -1,675 -98%
GWS
1069
Glassman Wealth Services
Virginia
$4K -$22.8K -159 -82%
PO
1070
Private Ocean
California
$4K -$17.6K -123 -75%
EWA
1071
Evolution Wealth Advisors
Florida
$4K -$3.87K -27 -41%
BHWM
1072
Bay Harbor Wealth Management
Maryland
$4K – – –
IAS
1073
IMA Advisory Services
Colorado
$4K – – –
MF
1074
Manchester Financial
California
$4K +$5.16K +36 New
SQA
1075
Simon Quick Advisors
New Jersey
$3K -$20.8K -145 -85%
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