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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
2001
Northstar Financial Companies
Pennsylvania
– -$302K -1,001 Closed
CC
2002
Constitution Capital
Connecticut
– -$302K -1,000 Closed
AFS
2003
Axiom Financial Strategies
Indiana
– -$294K -972 Closed
HC
2004
Hendley & Co
Ohio
– -$279K -925 Closed
PWH
2005
Priebe Wealth Holdings
Minnesota
– -$274K -906 Closed
TSWM
2006
Triangle Securities Wealth Management
North Carolina
– -$263K -872 Closed
CCG
2007
Catalina Capital Group
California
– -$260K -860 Closed
G
2008
GenTrust
Florida
– -$244K -805 Closed
CFG
2009
Clayton Financial Group
Missouri
– -$230K -762 Closed
RWM
2010
Rockline Wealth Management
New York
– -$228K -756 Closed
SI
2011
Sprott Inc
Ontario, Canada
– -$224K -741 Closed
RFN
2012
RDA Financial Network
Iowa
– -$215K -713 Closed
SB
2013
Strategic Blueprint
Georgia
– -$214K -709 Closed
AIA
2014
Accelerate Investment Advisors
California
– -$208K -688 Closed
IFS
2015
Ifrah Financial Services
Arkansas
– -$206K -682 Closed
WDG
2016
Wealth Dimensions Group
Ohio
– -$206K -681 Closed
CNBOF
2017
City National Bank of Florida
Florida
– -$204K -676 Closed
LOIP
2018
Live Oak Investment Partners
Texas
– -$204K -674 Closed
RCWM
2019
Royal Capital Wealth Management
Indiana
– -$204K -674 Closed
BIA
2020
Bigelow Investment Advisors
Maine
– -$203K -673 Closed
MGAM
2021
McGowan Group Asset Management
Texas
– -$202K -669 Closed
EWM
2022
Evergreen Wealth Management
Michigan
– -$200K -663 Closed
HCP
2023
Hexagon Capital Partners
Arkansas
– -$178K -588 Closed
CWC
2024
Carolinas Wealth Consulting
North Carolina
– -$126K -417 Closed
RTC
2025
Riverview Trust Company
Washington
– -$73.1K -242 Closed
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81
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