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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
1976
Omnia Family Wealth
Florida
– -$200K -693 Closed
PW
1977
Paladin Wealth
Minnesota
– -$162K -563 Closed
RAM
1978
Ramirez Asset Management
New York
– -$144K -500 Closed
ATS
1979
Ashton Thomas Securities
New York
– -$129K -448 Closed
CWM
1980
Cedar Wealth Management
California
– -$128K -443 Closed
FCM
1981
Fourpath Capital Management
Oklahoma
– -$127K -442 Closed
HGA
1982
Hobbs Group Advisors
South Carolina
– -$100K -348 Closed
BWP
1983
Baldwin Wealth Partners
Massachusetts
– -$88K -305 Closed
CPA
1984
Capital Performance Advisors
California
– -$82.2K -285 Closed
NFA
1985
Northwest Financial Advisors
Virginia
– -$42.8K -148 Closed
PCA
1986
Providence Capital Advisors
North Carolina
– -$37.8K -131 Closed
IAS
1987
IMA Advisory Services
Colorado
– -$29.5K -102 Closed
GCS
1988
Gordian Capital (Singapore)
Singapore
– -$28.8K -100 Closed
RWM
1989
Reston Wealth Management
Virginia
– -$22.3K -77 Closed
RWA
1990
Redmont Wealth Advisors
Illinois
– -$16.7K -58 Closed
CPA
1991
Clear Point Advisors
New York
– -$12.7K -44 Closed
BHWM
1992
Bay Harbor Wealth Management
Maryland
– -$10.7K -37 Closed
CA
1993
Claris Advisors
Missouri
– -$4.33K -15 Closed
CMBA
1994
C.M. Bidwell & Associates
Hawaii
– -$3.75K -13 Closed
WCM
1995
Westend Capital Management
California
– -$2.31K -8 Closed
VAMG
1996
Voisard Asset Management Group
Michigan
– -$2.02K -7 Closed
SIM
1997
Studio Investment Management
Illinois
– -$1.73K -6 Closed
HGERS
1998
Householder Group Estate & Retirement Specialist
Arizona
– -$1K -4 Closed
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