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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1251
MONECO Advisors
Connecticut
$696K +$53.2K +163 +9%
RA
1252
RFG Advisory
Alabama
$694K +$198K +608 +43%
BFO
1253
Boston Family Office
Massachusetts
$693K +$56.4K +173 +9%
PCA
1254
Peddock Capital Advisors
Massachusetts
$690K – – –
AFP
1255
Ausdal Financial Partners
Iowa
$689K +$7.5K +23 +1%
LA
1256
Legacy Advisors
Pennsylvania
$686K +$655K +2,008 New
JFGLC
1257
Johnson Financial Group LLC (Colorado)
Colorado
$684K +$31.3K +96 +5%
OCA
1258
OpenArc Corporate Advisory
Georgia
$682K +$56.1K +172 +9%
VFIC
1259
Valley Forge Investment Consultants
Pennsylvania
$681K – – –
NCM
1260
Northside Capital Management
Oregon
$680K – – –
FCCM
1261
First City Capital Management
Georgia
$679K -$1.63K -5 -0.3%
SCM
1262
Shelton Capital Management
Colorado
$678K -$15.3K -47 -2%
HW
1263
Hancock Whitney
Mississippi
$678K -$63.9K -196 -9%
BWAM
1264
Blue Water Asset Management
Michigan
$675K +$652 +2 +0.1%
KA
1265
Kovack Advisors
Florida
$674K +$36.5K +112 +6%
JFG
1266
Jefferies Financial Group
New York
$668K -$422K -1,295 -40%
SCA
1267
Strathmore Capital Advisors
North Carolina
$666K -$42.4K -130 -6%
VPF
1268
Vantage Point Financial
Illinois
$666K +$7.5K +23 +1%
FB
1269
Fulton Bank
Pennsylvania
$665K -$146K -447 -19%
PWAM
1270
Private Wealth Asset Management
Iowa
$664K +$348K +1,066 +121%
SFS
1271
Stiles Financial Services
Minnesota
$664K -$27.4K -84 -4%
TC
1272
Tannin Capital
North Carolina
$662K +$115K +353 +22%
RFS
1273
Richardson Financial Services
Massachusetts
$662K +$143K +438 +29%
MLL
1274
Moody Lynn & Lieberson
Massachusetts
$661K -$33.9K -104 -5%
NWM
1275
Northwest Wealth Management
Iowa
$659K -$31.6K -97 -5%
49 50
51
52 53