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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1501
EMFO LLC
Florida
$28.3K – – –
CYG
1502
Clean Yield Group
Vermont
$27.1K – – –
CMBA
1503
C.M. Bidwell & Associates
Hawaii
$27.1K – – –
TCM
1504
Tradewinds Capital Management
Washington
$27.1K – – –
SIS
1505
Strategic Investment Solutions
Illinois
$26.4K -$1.59M -7,254 -98%
RFG
1506
RFP Financial Group
Georgia
$26.4K – – –
CWM
1507
CarsonAllaria Wealth Management
Illinois
$26.3K – – –
CTA
1508
Colonial Trust Advisors
South Carolina
$26.2K – – –
SS
1509
Sunbelt Securities
Texas
$26.1K +$219 +1 +0.9%
VCM
1510
Versant Capital Management
Arizona
$25.5K -$1.31K -6 -5%
AWM
1511
Atticus Wealth Management
Florida
$25.5K – – –
C
1512
Covestor
United Kingdom
$25K -$5.47K -25 -18%
SWM
1513
Sugarloaf Wealth Management
Georgia
$24.6K – – –
MIM
1514
Meridiem Investment Management
United Kingdom
$24.4K – – –
TIM
1515
Tortoise Investment Management
New York
$23.7K -$1.75K -8 -7%
CCM
1516
Copeland Capital Management
Pennsylvania
$23.5K +$3.5K +16 +18%
LFA
1517
Legend Financial Advisors
Pennsylvania
$23.5K +$5.69K +26 +33%
VWM
1518
Venturi Wealth Management
Texas
$22.7K -$342K -1,562 -94%
LWANC
1519
Laurel Wealth Advisors (North Carolina)
North Carolina
$22.4K – – –
WPA
1520
West Paces Advisors
Georgia
$22.4K +$8.09K +37 +60%
PFA
1521
Pathway Financial Advisers
Indiana
$22.2K – – –
FP
1522
Financial Perspectives
Minnesota
$21.7K +$437 +2 +2%
AIC
1523
Archer Investment Corporation
Indiana
$21.7K +$9.4K +43 +81%
FCA
1524
FinTrust Capital Advisors
South Carolina
$21.5K +$219 +1 +1%
GA
1525
GoalVest Advisory
New York
$20.3K -$1.09K -5 -5%
59 60
61
62 63