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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
1701
Investors Research Corp
Georgia
$89.7K +$13.9K +50 +20%
PWA
1702
Physician Wealth Advisors
Utah
$89.4K – – –
WTFG
1703
Wood Tarver Financial Group
Idaho
$85.2K – – –
HWM
1704
Horizons Wealth Management
North Carolina
$85.2K – – –
HFS
1705
Hantz Financial Services
Michigan
$84K -$10.8K -39 -12%
FMII
1706
Farmers & Merchants Investments Inc
Nebraska
$83.7K – – –
MLA
1707
MB, Levis & Associates
Pennsylvania
$83.6K – – –
MAM
1708
Meeder Asset Management
Ohio
$81.8K +$33.3K +120 +79%
SVWA
1709
Sarver Vrooman Wealth Advisors
Missouri
$81.8K +$75.3K +271 New
SL
1710
Salomon & Ludwin
Virginia
$81.5K – – –
HWM
1711
Hemington Wealth Management
Virginia
$81K +$8.61K +31 +13%
APW
1712
Acima Private Wealth
Virginia
$79.7K – – –
CSC
1713
Cove Street Capital
California
$78.5K – – –
GFL
1714
Granite FO LLC
New Hampshire
$78.5K – – –
PSFG
1715
Park Square Financial Group
Georgia
$74K -$20K -72 -23%
KFI
1716
Key Financial Inc
Pennsylvania
$73.1K -$18.3K -66 -21%
RTC
1717
Riverview Trust Company
Washington
$73.1K -$1.39K -5 -2%
OC
1718
Oakmont Corp
California
$72.5K – – –
BIA
1719
Bell Investment Advisors
California
$69.2K +$1.95K +7 +3%
GTAM
1720
Global Trust Asset Management
Florida
$68.9K -$84.2K -303 -57%
BWAM
1721
Boyd Watterson Asset Management
Ohio
$68.3K – – –
AA
1722
Addison Advisors
Vermont
$64.9K – – –
CSC
1723
Caldwell Sutter Capital
California
$64.3K – – –
NEWAS
1724
N.E.W. Advisory Services
Wisconsin
$64.3K +$59.2K +213 New
BCMLT
1725
Beacon Capital Management LLC (Tennessee)
Tennessee
$62K +$5.83K +21 +11%
67 68
69
70 71