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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
1126
Cross Staff Investments
New York
$863K – – –
LIM
1127
Leavell Investment Management
Alabama
$863K +$30.8K +96 +4%
1W
1128
1776 Wealth
Georgia
$861K +$321 +1 +0%
CSB
1129
City State Bank
Iowa
$859K +$642 +2 +0.1%
SA
1130
Sovran Advisors
California
$855K +$164K +511 +24%
TFA
1131
Transamerica Financial Advisors
Florida
$854K +$132K +412 +19%
AAG
1132
Armstrong Advisory Group
Massachusetts
$850K +$769K +2,397 +1,131%
GSB
1133
Greenfield Savings Bank
Massachusetts
$848K -$5.45K -17 -0.6%
PFA
1134
Pure Financial Advisors
California
$841K +$135K +420 +19%
CFA
1135
CWS Financial Advisors
Michigan
$839K +$72.8K +227 +10%
ATPW
1136
Ashton Thomas Private Wealth
Arizona
$839K +$15.4K +48 +2%
MS
1137
Millington Securities
New Jersey
$838K +$825K +2,572 New
WI
1138
WBI Investments
New Jersey
$838K +$825K +2,572 New
RCA
1139
Ranch Capital Advisors
Florida
$836K +$16.7K +52 +2%
CLOS
1140
Compagnie Lombard Odier SCmA
Switzerland
$836K -$249K -775 -23%
WWM
1141
Western Wealth Management
Colorado
$832K -$31.1K -97 -4%
PA
1142
ProCore Advisors
California
$829K -$39.1K -122 -5%
CLIP
1143
Colter Lewis Investment Partners
Connecticut
$829K +$813K +2,535 New
CS
1144
Crescent Sterling
Louisiana
$826K +$29.8K +93 +4%
NA
1145
Nordwand Advisors
Pennsylvania
$825K +$130K +405 +19%
HSA
1146
HBK Sorce Advisory
Pennsylvania
$818K +$36.6K +114 +5%
KIA
1147
Knollwood Investment Advisory
Maryland
$815K – – –
MMG
1148
Monetary Management Group
Missouri
$813K – – –
VEM
1149
Vann Equity Management
Texas
$812K +$800K +2,492 New
FAFN
1150
First Affirmative Financial Network
Colorado
$812K +$799K +2,491 New
44 45
46
47 48