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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1101
StrongBox Wealth
Missouri
$650K +$618K +2,254 New
AAP
1102
Arax Advisory Partners
Colorado
$649K +$1.1K +4 +0.2%
MRCM
1103
M&R Capital Management
New Jersey
$648K +$21.1K +77 +4%
FCCM
1104
First City Capital Management
Georgia
$648K – – –
SGK
1105
Steigerwald Gordon & Koch
Virginia
$647K +$32.4K +118 +6%
IBOK
1106
Independence Bank of Kentucky
Kentucky
$644K +$72.1K +263 +13%
FF
1107
Farrell Financial
New York
$642K +$4.11K +15 +0.7%
FNBT
1108
FineMark National Bank & Trust
Florida
$641K -$134K -489 -18%
EI
1109
Ellevest Inc
New York
$633K -$38.9K -142 -6%
GSC
1110
G&S Capital
Colorado
$632K +$3.29K +12 +0.6%
PDL
1111
Portfolio Design Labs
California
$622K -$1.49M -5,447 -72%
CAS
1112
CTC Alternative Strategies
Illinois
$620K +$41.1K +150 +8%
BWP
1113
BSW Wealth Partners
Colorado
$616K +$194K +707 +49%
MMHP
1114
Murphy Middleton Hinkle & Parker
Georgia
$615K – – –
FRM
1115
Foundation Resource Management
Arkansas
$614K – – –
CPWA
1116
Cerro Pacific Wealth Advisors
California
$612K – – –
CPC
1117
Cookson Peirce & Co
Pennsylvania
$612K -$802K -2,926 -58%
BFM
1118
Boston Financial Management
Massachusetts
$610K +$31.5K +115 +6%
MFA
1119
Mayflower Financial Advisors
Massachusetts
$610K +$822 +3 +0.1%
IIM
1120
InTrack Investment Management
Vermont
$608K +$13.7K +50 +2%
HI
1121
Harbour Investments
Wisconsin
$601K +$18.1K +66 +3%
ATPW
1122
Ashton Thomas Private Wealth
Arizona
$600K +$41.9K +153 +8%
CIA
1123
Capital Investment Advisors
Georgia
$598K +$51.8K +189 +10%
WWM
1124
Western Wealth Management
Colorado
$598K -$52.1K -190 -8%
GWP
1125
Gen-Wealth Partners
Michigan
$598K -$12.9K -47 -2%
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