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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1251
Gateway Advisory
New Jersey
$350K +$352K +1,371 New
TAM
1252
Titleist Asset Management
Texas
$350K +$11K +43 +3%
FM
1253
Family Management
New York
$348K -$30K -117 -8%
DIM
1254
Delta Investment Management
California
$347K +$350K +1,362 New
TWA
1255
Tandem Wealth Advisors
Arizona
$346K – – –
LI
1256
LRI Investments
Florida
$346K +$77K +300 +28%
EWM
1257
Empirical Wealth Management
Washington
$345K -$28.5K -111 -8%
RG
1258
Renaissance Group
Kentucky
$344K – – –
FDCP
1259
Foster Dykema Cabot & Partners
Massachusetts
$343K +$51.4K +200 +18%
MIS
1260
Morningstar Investment Services
Illinois
$341K +$68.8K +268 +26%
WE
1261
Wealth Effects
Massachusetts
$339K +$6.42K +25 +2%
CWG
1262
Crown Wealth Group
North Carolina
$339K +$118K +460 +53%
NHC
1263
Nicholas Hoffman & Company
Georgia
$338K +$341K +1,326 New
RCM
1264
RMR Capital Management
California
$338K – – –
HB
1265
HTLF Bank
Colorado
$336K -$3.6K -14 -1%
VHAM
1266
Van Hulzen Asset Management
California
$336K +$30.8K +120 +10%
NG
1267
Northstar Group
New York
$335K +$74.2K +289 +28%
KAS
1268
KPP Advisory Services
Kentucky
$335K -$6.68K -26 -2%
DCM
1269
DGS Capital Management
New Jersey
$332K +$2.31K +9 +0.7%
PCWA
1270
Pacific Capital Wealth Advisors
California
$332K +$12.1K +47 +4%
SFMG
1271
Sage Financial Management Group
Virginia
$332K – – –
FWP
1272
Firethorn Wealth Partners
Georgia
$331K +$10.5K +41 +3%
MAG
1273
MRA Advisory Group
New Jersey
$330K +$333K +1,295 New
DFG
1274
Delta Financial Group
New Jersey
$330K +$44.4K +173 +15%
MF
1275
Magnetar Financial
Illinois
$329K -$4.07M -15,863 -92%
49 50
51
52 53