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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1601
Lynch & Associates
Indiana
$224K +$27.5K +100 +14%
BFA
1602
Bill Few Associates
Pennsylvania
$223K – – –
SP
1603
Symmetry Partners
Connecticut
$223K +$217K +790 New
PFM
1604
Patton Fund Management
Texas
$222K +$217K +788 New
PIP
1605
Peachtree Investment Partners
Florida
$222K -$267K -971 -55%
HWA
1606
Heritage Wealth Advisors
Virginia
$222K -$40.7K -148 -16%
FAT
1607
First American Trust
California
$222K -$15.1K -55 -7%
JJBC
1608
James J. Burns & Company
New York
$221K -$1.1K -4 -0.5%
APP
1609
Avantax Planning Partners
Iowa
$220K – – –
IGGA
1610
Iron Gate Global Advisors
Utah
$220K -$172K -624 -44%
CAL
1611
Capital Analysts LLC
Pennsylvania
$220K -$42.4K -154 -17%
AGA
1612
Accuvest Global Advisors
Utah
$220K – – –
DOA
1613
D'Orazio & Associates
Virginia
$220K -$6.88K -25 -3%
WIA
1614
Wealthedge Investment Advisors
New York
$218K +$213K +773 New
BFC
1615
Bedel Financial Consulting
Indiana
$218K – – –
FFA
1616
First Foundation Advisors
California
$218K +$213K +773 New
LS
1617
Leelyn Smith
Illinois
$217K – – –
NRC
1618
New Republic Capital
North Carolina
$216K -$26.1K -95 -11%
KRW
1619
Kaufman Rossin Wealth
Florida
$216K +$211K +766 New
CRIG
1620
Charter Research & Investment Group
Connecticut
$216K -$15.1K -55 -7%
AAS
1621
Ameritas Advisory Services
Nebraska
$215K -$111K -402 -35%
NPI
1622
New Perspectives Inc
Mississippi
$215K – – –
MWA
1623
Medallion Wealth Advisors
Connecticut
$215K – – –
IF
1624
Intrua Financial
Texas
$214K -$35.8K -130 -15%
MWA
1625
Midland Wealth Advisors
Illinois
$214K -$11K -40 -5%
63 64
65
66 67