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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1401
Byrne Asset Management
New Jersey
$21K – – –
SWM
1402
Sugarloaf Wealth Management
Georgia
$21K – – –
FCA
1403
FinTrust Capital Advisors
South Carolina
$21K – – –
MIM
1404
Meridiem Investment Management
United Kingdom
$20.8K – – –
VCM
1405
Versant Capital Management
Arizona
$20.4K +$1.76K +9 +9%
CCP
1406
Carmel Capital Partners
California
$19.3K – – –
LWANC
1407
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.1K – – –
OPTFSNA
1408
Old Point Trust & Financial Services N A
Virginia
$19.1K +$19.4K +99 New
FP
1409
Financial Perspectives
Minnesota
$18.1K – – –
GA
1410
GoalVest Advisory
New York
$17.3K +$17.6K +90 New
DWA
1411
Delos Wealth Advisors
Texas
$17.1K – – –
TAIM
1412
TD Ameritrade Investment Management
Nebraska
$17K -$4.51K -23 -21%
CAL
1413
Capital Analysts LLC
Pennsylvania
$17K +$588 +3 +3%
GKIM
1414
GW&K Investment Management
Massachusetts
$17K +$17K +87 New
IPW
1415
Impact Partnership Wealth
Georgia
$16.8K +$17K +87 New
IGWM
1416
ICA Group Wealth Management
Colorado
$14.1K -$17K -87 -54%
NBT
1417
Northwest Bank & Trust
Iowa
$13.9K +$14.1K +72 New
MFG
1418
Mendota Financial Group
Wisconsin
$12.5K -$72.7K -371 -85%
CCM
1419
Copeland Capital Management
Pennsylvania
$12.3K – – –
WP
1420
WealthPLAN Partners
Nebraska
$11.4K – – –
NCM
1421
Northwest Capital Management
Oregon
$11.4K +$11.6K +59 New
GFPC
1422
Global Financial Private Client
Florida
$10.8K – – –
EBA
1423
Eagle Bay Advisors
New York
$10.6K – – –
AWM
1424
Abound Wealth Management
Tennessee
$10.4K +$1.76K +9 +20%
AIC
1425
Archer Investment Corporation
Indiana
$10.2K +$7.84K +40 +308%
55 56
57
58 59