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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1301
Drive Wealth Management
Utah
$303K +$10.5K +41 +4%
SSW
1302
Smith Shellnut Wilson
Mississippi
$302K – – –
AC
1303
Allstate Corporation
Illinois
$302K +$7.19K +28 +2%
LSIA
1304
LaSalle St. Investment Advisors
Illinois
$301K -$8.22K -32 -3%
CCB
1305
Country Club Bank
Missouri
$300K -$8.99K -35 -3%
BW
1306
Bison Wealth
Georgia
$299K – – –
GIM
1307
Goelzer Investment Management
Indiana
$296K -$18K -70 -6%
CH
1308
Cromwell Holdings
Wyoming
$293K +$294K +1,146 New
SCP
1309
Sivia Capital Partners
California
$292K +$53.9K +210 +22%
CC
1310
Callan Capital
California
$291K +$48.3K +188 +20%
LA
1311
Legacy Advisors
Pennsylvania
$288K +$12.3K +48 +4%
BFS
1312
Bard Financial Services
Connecticut
$288K – – –
GWAM
1313
Guardian Wealth Advisors (Minnesota)
Minnesota
$285K +$2.57K +10 +0.9%
AAS
1314
Ameritas Advisory Services
Nebraska
$284K +$40.1K +156 +16%
GP
1315
Girard Partners
Pennsylvania
$283K – – –
SIA
1316
Soltis Investment Advisors
Utah
$281K -$3.37M -13,105 -92%
AA
1317
Alta Advisers
United Kingdom
$281K – – –
CPW
1318
Cove Private Wealth
New York
$281K – – –
FA
1319
FDx Advisors
Illinois
$280K -$284K -1,105 -50%
CIC
1320
Cornercap Investment Counsel
Georgia
$279K -$8.47K -33 -3%
FAT
1321
First American Trust
California
$279K -$8.73K -34 -3%
GF
1322
Gries Financial
Ohio
$278K +$7.7K +30 +3%
GSC
1323
Ground Swell Capital
South Carolina
$277K +$279K +1,087 New
PP
1324
Paloma Partners
Connecticut
$277K -$901K -3,508 -76%
JFGIW
1325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$276K -$38K -148 -12%
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