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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1076
Salem Investment Counselors
North Carolina
$67K – – –
SWA
1077
Sutton Wealth Advisors
Florida
$64.5K – – –
BCM
1078
Blume Capital Management
California
$64K -$5.63K -34 -8%
HWA
1079
HHM Wealth Advisors
Tennessee
$64K – – –
KPCM
1080
Kings Point Capital Management
New York
$64K – – –
HWMA
1081
Heritage Wealth Management (Arizona)
Arizona
$63K -$90.3K -545 -58%
EFSCE
1082
Enterprise Financial Services Corp (EFSC)
Missouri
$63K -$3.81K -23 -5%
FRA
1083
Front Row Advisors
California
$63K -$3.31K -20 -6%
CB
1084
CNB Bank
Pennsylvania
$60K – – –
FHC
1085
First Horizon Corporation
Tennessee
$59K -$23K -139 -27%
TC
1086
Trust Company
Kansas
$59K – – –
AIM
1087
Anchor Investment Management
South Carolina
$59K +$46.6K +281 +312%
SWA
1088
SOA Wealth Advisors
New York
$58K +$11.6K +70 +24%
HFA
1089
Hoover Financial Advisors
Pennsylvania
$57K -$4.14K -25 -7%
PWA
1090
Phoenix Wealth Advisors
North Carolina
$57K -$3.98K -24 -6%
MSFP
1091
Mark Sheptoff Financial Planning
Connecticut
$57K – – –
AA
1092
Ancora Advisors
Ohio
$53K -$663 -4 -1%
FMII
1093
Farmers & Merchants Investments Inc
Nebraska
$53K +$8.12K +49 +17%
CFA
1094
Carroll Financial Associates
North Carolina
$52K -$2.65K -16 -5%
SCA
1095
Stonebridge Capital Advisors
Minnesota
$50K -$5.97K -36 -10%
AFS
1096
Annapolis Financial Services
Maryland
$50K – – –
TIM
1097
Tortoise Investment Management
New York
$49K – – –
ANBT
1098
American National Bank & Trust
Texas
$49K +$49.9K +301 +3,010%
EWM
1099
Evermay Wealth Management
Virginia
$49K +$51K +308 New
AWA
1100
Arkadios Wealth Advisors
Georgia
$46K +$11.9K +72 +33%
42 43
44
45 46