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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1201
Evermay Wealth Management
Virginia
$60K – – –
CSWM
1202
Cassady Schiller Wealth Management
Ohio
$60K +$57.9K +308 New
LWA
1203
Lenox Wealth Advisors
New York
$58K -$5.26K -28 -9%
GCM
1204
Gables Capital Management
Florida
$53K – – –
FMII
1205
Farmers & Merchants Investments Inc
Nebraska
$53K +$6.39K +34 +14%
BDWM
1206
Brewin Dolphin Wealth Management
Ireland
$52K – – –
BWM
1207
Baystate Wealth Management
Massachusetts
$52K +$12.4K +66 +32%
SWA
1208
SOA Wealth Advisors
New York
$51K – – –
CCA
1209
Column Capital Advisors
Indiana
$49K +$1.31K +7 +3%
CWM
1210
Curi Wealth Management
North Carolina
$49K +$47.9K +255 New
SFG
1211
Sage Financial Group
Pennsylvania
$48K – – –
AP
1212
Atwood & Palmer
Missouri
$47K +$2.82K +15 +7%
OA
1213
Operose Advisors
Wisconsin
$47K +$45.8K +244 New
FFA
1214
Freedman Financial Associates
Massachusetts
$46K – – –
FPFS
1215
First Personal Financial Services
North Carolina
$46K +$4.88K +26 +12%
WTA
1216
Washington Trust Advisors
Massachusetts
$46K +$44.3K +236 New
EPM
1217
Equitec Proprietary Markets
Illinois
$46K +$44.9K +239 New
MAM
1218
Marquette Asset Management
Minnesota
$45K – – –
TAIM
1219
TD Ameritrade Investment Management
Nebraska
$43K +$31K +165 +275%
POIA
1220
Pin Oak Investment Advisors
Texas
$42K – – –
BWA
1221
BDO Wealth Advisors
Florida
$42K +$37K +197 +985%
TFS
1222
TrustCore Financial Services
Tennessee
$41K – – –
APW
1223
Acima Private Wealth
Virginia
$40K – – –
SPA
1224
Shore Point Advisors
New Jersey
$39K +$37.4K +199 New
IRC
1225
Investors Research Corp
Georgia
$38K – – –
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