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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1726
Horizons Wealth Management
North Carolina
$79.6K – – –
WIM
1727
Westside Investment Management
California
$79.4K +$36.3K +132 +88%
MLA
1728
MB, Levis & Associates
Pennsylvania
$78.1K – – –
FMII
1729
Farmers & Merchants Investments Inc
Nebraska
$76.2K -$1.38K -5 -2%
GFL
1730
Granite FO LLC
New Hampshire
$73.4K – – –
CSC
1731
Cove Street Capital
California
$73.4K – – –
BIA
1732
Bell Investment Advisors
California
$72K – – –
OC
1733
Oakmont Corp
California
$67.7K – – –
GTAM
1734
Global Trust Asset Management
Florida
$64.4K – – –
MEG
1735
Millstone Evans Group
Colorado
$64.1K -$21.5K -78 -26%
FRA
1736
Front Row Advisors
California
$62.3K – – –
CSC
1737
Caldwell Sutter Capital
California
$60.1K – – –
ABWM
1738
Alpine Bank Wealth Management
Colorado
$57.6K -$27.5K -100 -33%
SVWA
1739
Sarver Vrooman Wealth Advisors
Missouri
$57.6K – – –
BFPW
1740
BOK Financial Private Wealth
Colorado
$56.9K +$19K +69 +52%
BWAM
1741
Boyd Watterson Asset Management
Ohio
$56.5K -$7.16K -26 -12%
PPC
1742
Park Place Capital
Alabama
$56.2K -$275 -1 -0.5%
NSIM
1743
North Star Investment Management
Illinois
$54.5K +$550 +2 +1%
TF
1744
Tompkins Financial
New York
$53.3K – – –
CYG
1745
Clean Yield Group
Vermont
$52.8K – – –
ETS
1746
ESL Trust Services
New York
$51.9K +$1.1K +4 +2%
TFM
1747
TFC Financial Management
Massachusetts
$51.7K – – –
TWM
1748
Tripletail Wealth Management
Florida
$51.4K +$49.3K +179 New
C
1749
Covestor
United Kingdom
$51K +$10.2K +37 +26%
OSNBOA
1750
Old Second National Bank of Aurora
Illinois
$50.8K – – –
68 69
70
71 72