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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1976
Mascoma Wealth Management
New Hampshire
$10.6K +$1.46K +5 +17%
MCM
1977
MidAtlantic Capital Management
Virginia
$10.6K +$9.94K +34 New
HIW
1978
Holos Integrated Wealth
Pennsylvania
$10.5K – – –
AP
1979
Aspect Partners
Virginia
$10.3K +$1.17K +4 +14%
PCM
1980
Penserra Capital Management
California
$10K – – –
CWM
1981
Cranbrook Wealth Management
Michigan
$9.99K – – –
HFS
1982
Hughes Financial Services
Virginia
$9.68K +$585 +2 +7%
NWMP
1983
Noble Wealth Management PBC
Colorado
$9.36K – – –
PWMG
1984
Private Wealth Management Group
New Jersey
$9.36K – – –
SA
1985
Seneschal Advisors
Washington
$9.05K – – –
CMP
1986
Coston McIsaac & Partners
Maine
$9K – – –
SVCP
1987
Silicon Valley Capital Partners
California
$8.95K – – –
BHWM
1988
Bay Harbor Wealth Management
Maryland
$8.76K +$2.92K +10 +56%
LB
1989
Legacy Bridge
Iowa
$8.74K +$8.19K +28 New
BCM
1990
Boreal Capital Management
Florida
$8.45K +$7.89K +27 New
HIA
1991
HFM Investment Advisors
New Jersey
$8.12K +$5.85K +20 +333%
QL
1992
Quarry LP
New York
$8.12K -$392K -1,340 -98%
FPB
1993
First PREMIER Bank
South Dakota
$8K – – –
WFA
1994
West Financial Advisors
Iowa
$7.8K +$7.31K +25 New
WCM
1995
Westend Capital Management
California
$7.18K – – –
PWA
1996
Principia Wealth Advisory
Texas
$7.18K +$877 +3 +15%
POIA
1997
Pin Oak Investment Advisors
Texas
$7K – – –
DWM
1998
Dogwood Wealth Management
Kansas
$6.89K +$877 +3 +16%
MS
1999
Monetary Solutions
Ohio
$6.87K +$6.43K +22 New
FPF
2000
First Pacific Financial
Washington
$6.58K – – –
78 79
80
81 82