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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1151
NVWM LLC
Pennsylvania
$15K – – –
FWM
1152
Filbrandt Wealth Management
Wisconsin
$15K +$15.3K +100 New
FP
1153
Financial Perspectives
Minnesota
$14.6K +$14.4K +94 New
AIM
1154
Anchor Investment Management
South Carolina
$14K – – –
GI
1155
Gradient Investments
Minnesota
$14K – – –
VCM
1156
Versant Capital Management
Arizona
$13K -$1.22K -8 -8%
RFM
1157
Royal Fund Management
Florida
$12K – – –
CA
1158
Crewe Advisors
Utah
$11K +$11.2K +73 New
SCA
1159
Stuart Chaussee & Associates
California
$10K – – –
THWM
1160
Taylor Hoffman Wealth Management
Virginia
$10K – – –
EWA
1161
Evolution Wealth Advisors
Florida
$10K +$4.44K +29 +78%
KTC
1162
Kistler-Tiffany Companies
Pennsylvania
$10K +$4.9K +32 +100%
HR
1163
Howe & Rusling
New York
$9K – – –
SGAM
1164
Smith Group Asset Management
Texas
$9K – – –
LWA
1165
Lenox Wealth Advisors
New York
$9K +$8.72K +57 New
HWA
1166
Heritage Wealth Advisors
Virginia
$8.72K +$8.57K +56 New
TJHA
1167
Thomas J. Herzfeld Advisors
Florida
$8K -$5.82K -38 -42%
SIA
1168
SeaBridge Investment Advisors
New Jersey
$8K – – –
AWA
1169
Arkadios Wealth Advisors
Georgia
$7.91K +$7.34K +48 New
OAJ
1170
Ogorek Anthony Joseph
New York
$7K – – –
PWMG
1171
Prestige Wealth Management Group
New Jersey
$7K – – –
CCM
1172
Cribstone Capital Management
Maine
$6K -$17.6K -115 -74%
BHWM
1173
Bay Harbor Wealth Management
Maryland
$6K – – –
IAS
1174
IMA Advisory Services
Colorado
$6K – – –
WCM
1175
Wealthcare Capital Management
Virginia
$6K +$6.12K +40 New
45 46
47
48 49