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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1326
Key Financial Inc
Pennsylvania
$22K +$6.1K +30 +42%
HWM
1327
Holloway Wealth Management
Florida
$21K – – –
LWANC
1328
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K – – –
FP
1329
Financial Perspectives
Minnesota
$20.1K – – –
ETC
1330
Exchange Traded Concepts
Oklahoma
$20K -$406 -2 -2%
GLLW
1331
Graves Light Lenhart Wealth
Virginia
$19K – – –
DWA
1332
Delos Wealth Advisors
Texas
$18K -$7.52K -37 -31%
TFM
1333
TFC Financial Management
Massachusetts
$18K – – –
WWM
1334
Wolff Wiese Magana
California
$18K +$813 +4 +5%
SIS
1335
Sound Income Strategies
Florida
$18K +$1.02K +5 +6%
AIP
1336
Ahrens Investment Partners
Louisiana
$17K – – –
RG
1337
Retirement Group
California
$17K +$3.05K +15 +23%
CCM
1338
Copeland Capital Management
Pennsylvania
$15K -$3.66K -18 -20%
PFGIA
1339
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
SC
1340
Sierra Capital
Florida
$14K +$1.83K +9 +16%
CAL
1341
Capital Analysts LLC
Pennsylvania
$13K – – –
SWA
1342
Sutton Wealth Advisors
Florida
$12.8K -$73.8K -363 -86%
TFO
1343
Tarbox Family Office
California
$12K -$13.6K -67 -55%
AIM
1344
Arcadia Investment Management
Michigan
$12K – – –
NIC
1345
Northwest Investment Counselors
Oregon
$12K +$3.05K +15 +35%
RDIA
1346
RE Dickinson Investment Advisors
Iowa
$11K – – –
RWM
1347
Raffa Wealth Management
District of Columbia
$10.3K -$4.47K -22 -31%
OAJ
1348
Ogorek Anthony Joseph
New York
$10K – – –
TJHA
1349
Thomas J. Herzfeld Advisors
Florida
$10K – – –
WIA
1350
Wealthstreet Investment Advisors
Texas
$10K – – –
52 53
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55 56