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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1651
Enhancing Capital
Pennsylvania
$204K – – –
WF
1652
WoodTrust Financial
Wisconsin
$202K -$90.8K -330 -32%
HPM
1653
Hoxton Planning & Management
West Virginia
$202K -$3.03K -11 -2%
LOIP
1654
Live Oak Investment Partners
Texas
$202K +$197K +714 New
I
1655
INVST
Indiana
$201K -$275 -1 -0.1%
MFG
1656
Mosaic Financial Group
Illinois
$201K – – –
SAA
1657
Southeast Asset Advisors
Georgia
$200K +$1.65K +6 +0.9%
VCM
1658
Versant Capital Management
Arizona
$199K -$36.6K -133 -16%
CA
1659
CoreCap Advisors
Michigan
$199K -$9.08K -33 -4%
GWSG
1660
GPS Wealth Strategies Group
Colorado
$193K +$4.13K +15 +2%
GKIM
1661
GW&K Investment Management
Massachusetts
$192K +$6.05K +22 +3%
AG
1662
AmeriFlex Group
Nevada
$192K +$176K +641 +1,644%
FCAS
1663
First Command Advisory Services
Texas
$191K – – –
AGWCA
1664
Annis Gardner Whiting Capital Advisors
Florida
$190K -$2.2K -8 -1%
DAM
1665
Delta Asset Management
Tennessee
$188K – – –
BGAI
1666
Bruce G. Allen Investments
Colorado
$186K -$8.81K -32 -5%
LP
1667
LMR Partners
United Kingdom
$185K +$56.7K +206 +46%
RYIA
1668
Roehl & Yi Investment Advisors
Oregon
$184K +$2.95M +10,727 New
TC
1669
Trust Company
Kansas
$183K -$103K -374 -37%
SSG
1670
Summit Securities Group
New York
$180K -$135K -489 -43%
CT
1671
Colonial Trust
South Carolina
$171K – – –
CBT
1672
CoreFirst Bank & Trust
Kansas
$169K – – –
HFS
1673
Hantz Financial Services
Michigan
$167K +$33.6K +122 +26%
ECM
1674
Eisler Capital Management
United Kingdom
$167K +$94.7K +344 +140%
RC
1675
Rexford Capital
Texas
$165K – – –
65 66
67
68 69