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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1976
Foster Group
Iowa
– -$200K -694 Closed
OFW
1977
Omnia Family Wealth
Florida
– -$200K -693 Closed
PW
1978
Paladin Wealth
Minnesota
– -$162K -563 Closed
RAM
1979
Ramirez Asset Management
New York
– -$144K -500 Closed
ATS
1980
Ashton Thomas Securities
New York
– -$129K -448 Closed
CWM
1981
Cedar Wealth Management
California
– -$128K -443 Closed
FCM
1982
Fourpath Capital Management
Oklahoma
– -$127K -442 Closed
HGA
1983
Hobbs Group Advisors
South Carolina
– -$100K -348 Closed
BWP
1984
Baldwin Wealth Partners
Massachusetts
– -$88K -305 Closed
CPA
1985
Capital Performance Advisors
California
– -$82.2K -285 Closed
NFA
1986
Northwest Financial Advisors
Virginia
– -$42.8K -148 Closed
PCA
1987
Providence Capital Advisors
North Carolina
– -$37.8K -131 Closed
IAS
1988
IMA Advisory Services
Colorado
– -$29.5K -102 Closed
GCS
1989
Gordian Capital (Singapore)
Singapore
– -$28.8K -100 Closed
RWM
1990
Reston Wealth Management
Virginia
– -$22.3K -77 Closed
RWA
1991
Redmont Wealth Advisors
Illinois
– -$16.7K -58 Closed
CPA
1992
Clear Point Advisors
New York
– -$12.7K -44 Closed
BHWM
1993
Bay Harbor Wealth Management
Maryland
– -$10.7K -37 Closed
CA
1994
Claris Advisors
Missouri
– -$4.33K -15 Closed
CMBA
1995
C.M. Bidwell & Associates
Hawaii
– -$3.75K -13 Closed
WCM
1996
Westend Capital Management
California
– -$2.31K -8 Closed
VAMG
1997
Voisard Asset Management Group
Michigan
– -$2.02K -7 Closed
SIM
1998
Studio Investment Management
Illinois
– -$1.73K -6 Closed
HGERS
1999
Householder Group Estate & Retirement Specialist
Arizona
– -$1K -4 Closed
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