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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
1976
Philadelphia Investment Partners
New Jersey
$32.6K +$32.1K +100 New
FNWA
1977
Financial Network Wealth Advisors
Utah
$31.9K +$7.7K +24 +32%
JGCM
1978
Joseph Group Capital Management
Ohio
$31.9K +$16.7K +52 +113%
PMFA
1979
Plante Moran Financial Advisors
Michigan
$31.6K +$6.42K +20 +26%
PL
1980
Protective Life
Alabama
$31.6K +$31.1K +97 New
AT
1981
Arlington Trust
Alabama
$31.3K +$30.8K +96 New
NWM
1982
Nova Wealth Management
Florida
$31K +$2.57K +8 +9%
WG
1983
Wellington Group
Indiana
$30K -$13.8K -43 -32%
CB
1984
Centennial Bank
Arkansas
$30K – – –
CMA
1985
Cedar Mountain Advisors
Oregon
$29.7K -$321 -1 -1%
MWA
1986
Merkkuri Wealth Advisors
New York
$28.7K +$28.2K +88 New
FC
1987
Financial Consulate
Maryland
$27.7K +$3.85K +12 +16%
PF
1988
PlanVest Financial
Maryland
$27.4K +$26.9K +84 New
CA
1989
Crewe Advisors
Utah
$26.7K -$2.89K -9 -10%
FFA
1990
Frazier Financial Advisors
Ohio
$26.7K +$12.2K +38 +86%
GWS
1991
Greykasell Wealth Strategies
California
$26.1K +$11.9K +37 +86%
BWM
1992
Bullock Wealth Management
Indiana
$25.8K – – –
BSB
1993
Bangor Savings Bank
Maine
$25.1K – – –
Q
1994
QVR
California
$24.8K -$581K -1,812 -96%
CH
1995
Canton Hathaway
Rhode Island
$24.8K – – –
DWM
1996
Darwin Wealth Management
Florida
$24.8K – – –
PAM
1997
Parvin Asset Management
South Dakota
$24.4K – – –
EF
1998
Entrust Financial
Pennsylvania
$24K -$1.28K -4 -5%
TTIC
1999
Tower Trust & Investment Company
Iowa
$23.5K – – –
WAG
2000
Wilkerson Advisory Group
Missouri
$22.8K +$9.63K +30 +75%
78 79
80
81 82