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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1776
Addison Advisors
Vermont
$40.9K -$19.3K -70 -33%
AIM
1777
Access Investment Management
Georgia
$40.1K – – –
BSB
1778
Bangor Savings Bank
Maine
$39.5K -$6.05K -22 -14%
GCM
1779
Gables Capital Management
Florida
$39.5K – – –
FUBT
1780
First United Bank & Trust
Maryland
$39.2K -$5.5K -20 -13%
1M
1781
1248 Management
Missouri
$38.8K – – –
TCM
1782
Tradewinds Capital Management
Washington
$38.1K +$3.3K +12 +10%
FC
1783
Financial Consulate
Maryland
$37K +$36.1K +131 New
AP
1784
Atwood & Palmer
Missouri
$36.7K – – –
PSFG
1785
Park Square Financial Group
Georgia
$36.4K -$40.7K -148 -53%
KB
1786
Kimelman & Baird
New York
$35.3K – – –
APW
1787
Atlantic Private Wealth
North Carolina
$35.3K – – –
BTC
1788
Bank & Trust Company
Illinois
$35K – – –
MAM
1789
Meeder Asset Management
Ohio
$34.7K -$50.4K -183 -60%
HWA
1790
Heartwood Wealth Advisors
Virginia
$33.6K +$32.8K +119 New
CHC
1791
City Holding Co
West Virginia
$33.3K +$5.23K +19 +19%
CPG
1792
Cornerstone Planning Group
New Jersey
$32.8K +$14.6K +53 +82%
SWA
1793
SOA Wealth Advisors
New York
$31.6K – – –
WSCM
1794
Wellington Shields Capital Management
New York
$31.6K – – –
GEA
1795
Glen Eagle Advisors
New Jersey
$31.5K – – –
KFP
1796
Kerr Financial Planning
California
$31.2K +$28.9K +105 New
FP
1797
Financial Perspectives
Minnesota
$30.8K +$4.13K +15 +16%
MIM
1798
Meridiem Investment Management
United Kingdom
$30.5K – – –
NEWAS
1799
N.E.W. Advisory Services
Wisconsin
$30.2K – – –
NWM
1800
Nova Wealth Management
Florida
$30.2K -$3.85K -14 -12%
70 71
72
73 74