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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2001
West Paces Advisors
Georgia
$34.8K +$33.3K +102 New
FC
2002
Financial Consulate
Maryland
$34.4K +$5.22K +16 +19%
KFA
2003
Kelleher Financial Advisors
New York
$34.4K +$32.9K +101 New
PIP
2004
Philadelphia Investment Partners
New Jersey
$34.1K – – –
CMA
2005
Cedar Mountain Advisors
Oregon
$34.1K +$2.94K +9 +10%
FMTCOCP
2006
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K – – –
AT
2007
Arlington Trust
Alabama
$32.7K – – –
AWM
2008
Aberdeen Wealth Management
Illinois
$32.7K +$31.3K +96 New
IRC
2009
Investors Research Corp
Georgia
$32.4K -$15.3K -47 -33%
C
2010
Covestor
United Kingdom
$32K -$24.1K -74 -44%
IFWM
2011
Institute for Wealth Management
Colorado
$31.7K +$30.3K +93 New
CB
2012
Centennial Bank
Arkansas
$31.3K – – –
WG
2013
Wellington Group
Indiana
$30K – – –
PMFA
2014
Plante Moran Financial Advisors
Michigan
$29.6K -$3.26K -10 -10%
NWM
2015
Nova Wealth Management
Florida
$29K -$3.26K -10 -11%
PF
2016
PlanVest Financial
Maryland
$28.6K – – –
SSG
2017
Summit Securities Group
New York
$28.6K +$7.83K +24 +40%
FFA
2018
Frazier Financial Advisors
Ohio
$27.9K – – –
BFS
2019
Bare Financial Services
Pennsylvania
$27.9K +$8.48K +26 +46%
BWM
2020
Bullock Wealth Management
Indiana
$27.8K +$25.8K +79 New
CFM
2021
Cornerstone Financial Management
Massachusetts
$26.9K +$7.18K +22 +39%
WAG
2022
Wilkerson Advisory Group
Missouri
$26.2K +$2.28K +7 +10%
HIA
2023
Highland Investment Advisors
Florida
$26K +$24.8K +76 New
CH
2024
Canton Hathaway
Rhode Island
$25.9K – – –
DWM
2025
Darwin Wealth Management
Florida
$25.9K – – –
79 80
81
82 83