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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
1401
Northwest Investment Counselors
Oregon
$20.1K – – –
TAM
1402
Tucker Asset Management
Colorado
$20K +$10.8K +52 +137%
DWA
1403
Delos Wealth Advisors
Texas
$19.6K – – –
MWM
1404
Mascoma Wealth Management
New Hampshire
$19.4K – – –
CCM
1405
Copeland Capital Management
Pennsylvania
$19K – – –
CAL
1406
Capital Advisors Ltd
Ohio
$19K +$832 +4 +5%
TFM
1407
TFC Financial Management
Massachusetts
$19K -$83.2K -400 -82%
CPG
1408
Cornerstone Planning Group
New Jersey
$14.5K +$13.7K +66 New
MFG
1409
Mendota Financial Group
Wisconsin
$14.3K +$13.5K +65 New
VCM
1410
Versant Capital Management
Arizona
$14.1K – – –
PK
1411
Pflug Koory
Nebraska
$13K – – –
AIM
1412
Arcadia Investment Management
Michigan
$12.8K – – –
HS
1413
Horan Securities
United States
$12.6K +$11.9K +57 New
GFPC
1414
Global Financial Private Client
Florida
$12.4K – – –
IAA
1415
Independent Advisor Alliance
North Carolina
$12.3K -$1.42M -6,826 -11%
SWA
1416
Sutton Wealth Advisors
Florida
$11.9K -$624 -3 -5%
TCWA
1417
Ten Capital Wealth Advisors
Washington
$11.3K – – –
RDIA
1418
RE Dickinson Investment Advisors
Iowa
$11K – – –
M
1419
MOTCO
Texas
$10.8K +$10.2K +49 New
RWM
1420
Raffa Wealth Management
District of Columbia
$10.6K – – –
OAJ
1421
Ogorek Anthony Joseph
New York
$10K – – –
SC
1422
Sierra Capital
Florida
$10K – – –
AWM
1423
Abound Wealth Management
Tennessee
$9.93K -$11.4K -55 -55%
SIS
1424
Sound Income Strategies
Florida
$9.93K -$1.04K -5 -10%
TJHA
1425
Thomas J. Herzfeld Advisors
Florida
$9.93K – – –
55 56
57
58 59