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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
Selective Wealth Management
Virginia
$17K +$17.5K +100 New
FP
1152
Financial Perspectives
Minnesota
$16.3K – – –
CCM
1153
Copeland Capital Management
Pennsylvania
$16K -$4.03K -23 -20%
ETC
1154
Exchange Traded Concepts
Oklahoma
$16K -$1.58K -9 -9%
SIS
1155
Sound Income Strategies
Florida
$15K -$2.45K -14 -14%
TFM
1156
TFC Financial Management
Massachusetts
$15K – – –
PFGIA
1157
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$9.29K +53 +171%
WWM
1158
Wolff Wiese Magana
California
$14K -$1.23K -7 -8%
KFI
1159
Key Financial Inc
Pennsylvania
$12K – – –
CAL
1160
Capital Analysts LLC
Pennsylvania
$11K – – –
WWMSC
1161
Wagner Wealth Management (South Carolina)
South Carolina
$11K +$9.47K +54 New
AIM
1162
Arcadia Investment Management
Michigan
$10K – – –
WIA
1163
Wealthstreet Investment Advisors
Texas
$9K – – –
RWM
1164
Raffa Wealth Management
District of Columbia
$8.33K – – –
APWA
1165
Atlas Private Wealth Advisors
New Jersey
$8K – – –
COCM
1166
Charter Oak Capital Management
New Hampshire
$8K – – –
OAJ
1167
Ogorek Anthony Joseph
New York
$8K – – –
TJHA
1168
Thomas J. Herzfeld Advisors
Florida
$8K – – –
VCM
1169
Versant Capital Management
Arizona
$8K +$1.58K +9 +24%
HI
1170
Hudock Inc
Pennsylvania
$8K +$5.96K +34 +227%
GKWIM
1171
Gerber Kawasaki Wealth & Investment Management
California
$8K +$8.41K +48 New
TAIM
1172
TD Ameritrade Investment Management
Nebraska
$7K -$8.94K -51 -46%
HR
1173
Howe & Rusling
New York
$7K -$3.86K -22 -34%
CCM
1174
Cribstone Capital Management
Maine
$7K – – –
GPA
1175
Guidance Point Advisors
Massachusetts
$7K +$7.19K +41 New
45 46
47
48 49