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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1976
Simplicity Wealth
New Jersey
– -$577K -1,992 Closed
SF
1977
Symphony Financial
Texas
– -$214K -1,985 Closed
RW
1978
Rede Wealth
Virginia
– -$550K -1,897 Closed
WAM
1979
Wakefield Asset Management
Colorado
– -$535K -1,846 Closed
MSCM
1980
McElhenny Sheffield Capital Management
Texas
– -$524K -1,810 Closed
PIA
1981
Pinion Investment Advisors
Kansas
– -$524K -1,807 Closed
SAM
1982
Sawgrass Asset Management
Florida
– -$453K -1,563 Closed
BFA
1983
Brown Financial Advisors
Ohio
– -$448K -1,547 Closed
AI
1984
Atom Investors
Texas
– -$426K -1,472 Closed
CFG
1985
Copley Financial Group
California
– -$422K -1,457 Closed
DL
1986
DOHJ LLC
Washington
– -$401K -1,408 Closed
FIM
1987
Freedom Investment Management
Connecticut
– -$404K -1,396 Closed
GWM
1988
Gitterman Wealth Management
New Jersey
– -$360K -1,241 Closed
SLG
1989
Stanley-Laman Group
Pennsylvania
– -$358K -1,237 Closed
WE
1990
Wealth Effects
Massachusetts
– -$349K -1,205 Closed
SC
1991
SummitTX Capital
Texas
– -$348K -1,200 Closed
AC
1992
ASB Consultores
Florida
– -$330K -1,140 Closed
SAM
1993
Sompo Asset Management
Japan
– -$316K -1,090 Closed
AFT
1994
Alpha Family Trust
California
– -$313K -1,080 Closed
JSSH
1995
J. Safra Sarasin Holding
– -$294K -1,015 Closed
AGP
1996
Autumn Glory Partners
Texas
– -$290K -1,000 Closed
TBWA
1997
Three Bridge Wealth Advisors
California
– -$287K -991 Closed
RFW
1998
Rainier Family Wealth
Washington
– -$286K -987 Closed
BWP
1999
Barlow Wealth Partners
Kentucky
– -$269K -960 Closed
SIG
2000
Sargent Investment Group
Maryland
– -$250K -927 Closed
78 79
80
81 82