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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1601
Clean Yield Group
Vermont
$31.1K – – –
TCM
1602
Tradewinds Capital Management
Washington
$31.1K – – –
CWM
1603
CarsonAllaria Wealth Management
Illinois
$30.3K – – –
SS
1604
Sunbelt Securities
Texas
$30.1K – – –
C
1605
Covestor
United Kingdom
$30K +$492 +2 +2%
AWM
1606
Atticus Wealth Management
Florida
$29.3K – – –
WSCM
1607
Wellington Shields Capital Management
New York
$29K +$27.5K +112 New
SWM
1608
Sugarloaf Wealth Management
Georgia
$28.2K – – –
MIM
1609
Meridiem Investment Management
United Kingdom
$28K – – –
PI
1610
PEAK6 Investments
Illinois
$27.7K +$26.3K +107 New
FMTCOCP
1611
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K -$246K -1,000 -91%
TIM
1612
Tortoise Investment Management
New York
$25.9K -$1.23K -5 -5%
TWD
1613
True Wealth Design
Ohio
$25.9K +$19.4K +79 +376%
LWANC
1614
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.7K – – –
PFA
1615
Pathway Financial Advisers
Indiana
$25.5K – – –
AIC
1616
Archer Investment Corporation
Indiana
$24.9K – – –
FP
1617
Financial Perspectives
Minnesota
$24.4K -$492 -2 -2%
GA
1618
GoalVest Advisory
New York
$23.3K – – –
VCM
1619
Versant Capital Management
Arizona
$22.8K -$6.15K -25 -22%
BC
1620
Barrett & Company
Rhode Island
$21.8K – – –
FCA
1621
FinTrust Capital Advisors
South Carolina
$21.5K -$2.95K -12 -13%
KFP
1622
Keener Financial Planning
Texas
$21K +$19.4K +79 New
CT
1623
Clearstead Trust
Maine
$20.7K – – –
RG
1624
Retirement Group
California
$20K +$18.9K +77 New
CAL
1625
Capital Advisors Ltd
Ohio
$18K +$1.72K +7 +11%
63 64
65
66 67