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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1876
Westside Investment Management
California
$5.42K -$7.78K -28 -61%
WBWA
1877
William B. Walkup & Associates
South Carolina
$5.23K – – –
TCA
1878
Trifecta Capital Advisors
Illinois
$5.13K – – –
HIMS
1879
Hager Investment Management Services
New Hampshire
$4.53K +$3.61K +13 +650%
NSG
1880
Nalls Sherbakoff Group
Tennessee
$4.24K +$3.89K +14 New
FC
1881
Fairscale Capital
New Hampshire
$4.24K – – –
GWSA
1882
Global Wealth Strategies & Associates
Colorado
$4.23K +$1.39K +5 +56%
M
1883
MOTCO
Texas
$4.23K +$1.67K +6 +75%
CAM
1884
Chesapeake Asset Management
New York
$4.23K -$11.1K -40 -74%
SFA
1885
Semmax Financial Advisors
North Carolina
$4.06K +$3.89K +14 New
RBC
1886
Roble Belko & Company
Pennsylvania
$4K +$3.61K +13 New
PWA
1887
Principia Wealth Advisory
Texas
$3.98K +$834 +3 +27%
HWP
1888
Highline Wealth Partners
California
$3.93K +$278 +1 +8%
BFS
1889
Burkett Financial Services
South Carolina
$3.62K – – –
KWM
1890
Kiker Wealth Management
Georgia
$3.62K +$3.33K +12 New
BCM
1891
Blume Capital Management
California
$3.32K -$108K -389 -97%
AWM
1892
Activest Wealth Management
Florida
$3.32K +$3.06K +11 New
ATC
1893
Adirondack Trust Company
New York
$3.32K – – –
SC
1894
Stephens Consulting
Michigan
$3.02K -$1.67K -6 -38%
BIM
1895
Breakwater Investment Management
Washington
$3.02K – – –
RP
1896
Raelipskie Partnership
Ontario, Canada
$3.02K – – –
LWMI
1897
Legacy Wealth Management (Idaho)
Idaho
$2.72K – – –
RAM
1898
Riggs Asset Management
Pennsylvania
$2.72K – – –
PMFA
1899
Plante Moran Financial Advisors
Michigan
$2.42K – – –
BFS
1900
Bare Financial Services
Pennsylvania
$2.42K +$2.22K +8 New
74 75
76
77 78