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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1251
Byrne Asset Management
New Jersey
$21K +$20.7K +110 New
LWANC
1252
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
FP
1253
Financial Perspectives
Minnesota
$18.2K – – –
ETC
1254
Exchange Traded Concepts
Oklahoma
$18K – – –
PMFA
1255
Plante Moran Financial Advisors
Michigan
$18K +$12.2K +65 +241%
CCM
1256
Copeland Capital Management
Pennsylvania
$17K – – –
TFM
1257
TFC Financial Management
Massachusetts
$17K – – –
GLLW
1258
Graves Light Lenhart Wealth
Virginia
$17K +$16.7K +89 New
WWMSC
1259
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$5.26K +28 +52%
AIP
1260
Ahrens Investment Partners
Louisiana
$16K +$15.2K +81 New
SIS
1261
Sound Income Strategies
Florida
$15K -$1.13K -6 -7%
WWM
1262
Wolff Wiese Magana
California
$15K -$939 -5 -6%
KFI
1263
Key Financial Inc
Pennsylvania
$14K – – –
RWM
1264
Raffa Wealth Management
District of Columbia
$13.5K +$4.13K +22 +46%
PFGIA
1265
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$3.57K -19 -23%
RG
1266
Retirement Group
California
$13K +$12.2K +65 New
CAL
1267
Capital Analysts LLC
Pennsylvania
$12K – – –
HFS
1268
Hantz Financial Services
Michigan
$12K +$11.6K +62 New
AIM
1269
Arcadia Investment Management
Michigan
$11K – – –
SC
1270
Sierra Capital
Florida
$11K +$10.3K +55 New
COCM
1271
Charter Oak Capital Management
New Hampshire
$10K – – –
RDIA
1272
RE Dickinson Investment Advisors
Iowa
$10K +$9.58K +51 New
OAJ
1273
Ogorek Anthony Joseph
New York
$9K – – –
TJHA
1274
Thomas J. Herzfeld Advisors
Florida
$9K – – –
WIA
1275
Wealthstreet Investment Advisors
Texas
$9K – – –
49 50
51
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