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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1126
Kurt F. Somerville
$812K – – –
HSA
1127
HBK Sorce Advisory
Pennsylvania
$809K +$125K +426 +21%
RCAG
1128
Rehmann Capital Advisory Group
Michigan
$808K -$118K -405 -14%
SAG
1129
SageView Advisory Group
California
$801K +$78.4K +268 +12%
LIM
1130
Leavell Investment Management
Alabama
$797K +$8.77K +30 +1%
ATPW
1131
Ashton Thomas Private Wealth
Arizona
$791K +$4.09K +14 +0.6%
NWAG
1132
Net Worth Advisory Group
Utah
$789K -$109K -372 -13%
RCA
1133
Ranch Capital Advisors
Florida
$784K +$7.89K +27 +1%
G
1134
GenTrust
Florida
$783K +$467K +1,596 +177%
SFS
1135
Stiles Financial Services
Minnesota
$782K -$91.5K -313 -11%
KIA
1136
Knollwood Investment Advisory
Maryland
$780K – – –
TCOT
1137
Trust Company of Toledo
Ohio
$779K -$38K -130 -5%
MMG
1138
Monetary Management Group
Missouri
$779K – – –
CCA
1139
Coign Capital Advisors
Utah
$778K +$17.8K +61 +3%
IWA
1140
Icon Wealth Advisors
Texas
$777K +$16.7K +57 +2%
SA
1141
Sunesis Advisors
Kansas
$775K – – –
DWM
1142
Dynasty Wealth Management
Florida
$775K -$19.9K -68 -3%
FNBT
1143
FineMark National Bank & Trust
Florida
$773K -$44.4K -152 -6%
MBT
1144
Montecito Bank & Trust
California
$773K -$9.65K -33 -1%
HL
1145
HeadInvest LLC
Maine
$772K -$30.4K -104 -4%
NIM
1146
Northeast Investment Management
Massachusetts
$771K -$5.26K -18 -0.7%
HWM
1147
Hohimer Wealth Management
Washington
$770K +$10.5K +36 +1%
CS
1148
Crescent Sterling
Louisiana
$762K +$16.1K +55 +2%
BB
1149
Burford Brothers
Texas
$759K -$585 -2 -0.1%
WFI
1150
West Family Investments
California
$757K -$253K -866 -26%
44 45
46
47 48