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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1976
Marquette Asset Management
Minnesota
$49.7K -$7.83K -24 -14%
AIM
1977
Access Investment Management
Georgia
$48.4K – – –
MEG
1978
Millstone Evans Group
Colorado
$47.7K -$28.4K -87 -38%
GCM
1979
Gables Capital Management
Florida
$47.7K – – –
SVWA
1980
Sarver Vrooman Wealth Advisors
Missouri
$47.6K -$1.63K -5 -4%
FUBT
1981
First United Bank & Trust
Maryland
$47.4K – – –
1M
1982
1248 Management
Missouri
$46.8K – – –
GA
1983
GoalVest Advisory
New York
$46K +$1.96K +6 +5%
SNBOSD
1984
Security National Bank of So Dak
Iowa
$45.7K +$43.7K +134 New
GSEP
1985
Golden State Equity Partners
California
$45.3K -$1.74M -5,327 -98%
FNWA
1986
Financial Network Wealth Advisors
Utah
$45K +$11.1K +34 +35%
JFA
1987
JNBA Financial Advisors
Minnesota
$44.6K – – –
PCA
1988
Providence Capital Advisors
North Carolina
$44.6K +$42.7K +131 New
AP
1989
Atwood & Palmer
Missouri
$44.3K – – –
APW
1990
Atlantic Private Wealth
North Carolina
$42.6K – – –
KB
1991
Kimelman & Baird
New York
$42.6K – – –
BTC
1992
Bank & Trust Company
Illinois
$42.3K – – –
JGCM
1993
Joseph Group Capital Management
Ohio
$42.3K +$8.48K +26 +27%
AW
1994
Avion Wealth
Texas
$42K +$1.63K +5 +4%
TCM
1995
Tradewinds Capital Management
Washington
$41.9K -$3.91K -12 -9%
CFD
1996
Creative Financial Designs
Indiana
$41.1K +$326 +1 +0.8%
KG
1997
Kilter Group
New York
$40.9K +$1.96K +6 +5%
NEWAS
1998
N.E.W. Advisory Services
Wisconsin
$40.1K +$3.26K +10 +9%
VWA
1999
Valued Wealth Advisors
Utah
$40K +$2.94K +9 +8%
IAS
2000
IMA Advisory Services
Colorado
$40K -$1.63K -5 -4%
78 79
80
81 82