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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
2001
Hickory Point Bank & Trust
Illinois
$39.2K – – –
VR
2002
Vision Retirement
New Jersey
$39.2K +$3.59K +11 +11%
MAM
2003
Meeder Asset Management
Ohio
$38.2K -$2.36M -7,243 -98%
CTWM
2004
Cherry Tree Wealth Management
Minnesota
$38.2K – – –
SWA
2005
SOA Wealth Advisors
New York
$38.2K – – –
HCM
2006
Hollencrest Capital Management
California
$37.5K -$17K -52 -32%
FP
2007
Financial Perspectives
Minnesota
$37.1K – – –
AFC
2008
Ares Financial Consulting
California
$37.1K +$1.63K +5 +5%
MIM
2009
Meridiem Investment Management
United Kingdom
$36.8K – – –
CA
2010
Crewe Advisors
Utah
$36.5K +$8.15K +25 +30%
KA
2011
Kozak & Associates
Colorado
$36.2K +$979 +3 +3%
KFP
2012
Kerr Financial Planning
California
$34.8K – – –
WPA
2013
West Paces Advisors
Georgia
$34.8K +$33.3K +102 New
FC
2014
Financial Consulate
Maryland
$34.4K +$5.22K +16 +19%
KFA
2015
Kelleher Financial Advisors
New York
$34.4K +$32.9K +101 New
PIP
2016
Philadelphia Investment Partners
New Jersey
$34.1K – – –
CMA
2017
Cedar Mountain Advisors
Oregon
$34.1K +$2.94K +9 +10%
FMTCOCP
2018
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K – – –
SVCP
2019
Silicon Valley Capital Partners
California
$33.3K +$22.5K +69 +238%
AT
2020
Arlington Trust
Alabama
$32.7K – – –
AWM
2021
Aberdeen Wealth Management
Illinois
$32.7K +$31.3K +96 New
IRC
2022
Investors Research Corp
Georgia
$32.4K -$15.3K -47 -33%
C
2023
Covestor
United Kingdom
$32K -$24.1K -74 -44%
IFWM
2024
Institute for Wealth Management
Colorado
$31.7K +$30.3K +93 New
CB
2025
Centennial Bank
Arkansas
$31.3K – – –
79 80
81
82 83