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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1976
JNBA Financial Advisors
Minnesota
$44.6K – – –
PCA
1977
Providence Capital Advisors
North Carolina
$44.6K +$42.7K +131 New
AP
1978
Atwood & Palmer
Missouri
$44.3K – – –
APW
1979
Atlantic Private Wealth
North Carolina
$42.6K – – –
KB
1980
Kimelman & Baird
New York
$42.6K – – –
BTC
1981
Bank & Trust Company
Illinois
$42.3K – – –
JGCM
1982
Joseph Group Capital Management
Ohio
$42.3K +$8.48K +26 +27%
AW
1983
Avion Wealth
Texas
$42K +$1.63K +5 +4%
TCM
1984
Tradewinds Capital Management
Washington
$41.9K -$3.91K -12 -9%
CFD
1985
Creative Financial Designs
Indiana
$41.1K +$326 +1 +0.8%
KG
1986
Kilter Group
New York
$40.9K +$1.96K +6 +5%
NEWAS
1987
N.E.W. Advisory Services
Wisconsin
$40.1K +$3.26K +10 +9%
VWA
1988
Valued Wealth Advisors
Utah
$40K +$2.94K +9 +8%
IAS
1989
IMA Advisory Services
Colorado
$40K -$1.63K -5 -4%
HPBT
1990
Hickory Point Bank & Trust
Illinois
$39.2K – – –
VR
1991
Vision Retirement
New Jersey
$39.2K +$3.59K +11 +11%
MAM
1992
Meeder Asset Management
Ohio
$38.2K -$2.36M -7,243 -98%
SWA
1993
SOA Wealth Advisors
New York
$38.2K – – –
HCM
1994
Hollencrest Capital Management
California
$37.5K -$17K -52 -32%
FP
1995
Financial Perspectives
Minnesota
$37.1K – – –
AFC
1996
Ares Financial Consulting
California
$37.1K +$1.63K +5 +5%
MIM
1997
Meridiem Investment Management
United Kingdom
$36.8K – – –
CA
1998
Crewe Advisors
Utah
$36.5K +$8.15K +25 +30%
KA
1999
Kozak & Associates
Colorado
$36.2K +$979 +3 +3%
KFP
2000
Kerr Financial Planning
California
$34.8K – – –
78 79
80
81 82