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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2001
Luken Investment Analytics
Tennessee
$6.55K +$6.14K +21 New
MAS
2002
MPWM Advisory Solutions
Georgia
$6.24K – – –
TCM
2003
Triumph Capital Management
Colorado
$5.96K +$5.56K +19 New
OC
2004
Optima Capital
Oregon
$5.95K +$5.56K +19 New
CWP
2005
Clark Wealth Partners
Illinois
$5.93K – – –
CTA
2006
Colonial Trust Advisors
South Carolina
$5.93K – – –
KFG
2007
Kingdom Financial Group
Arizona
$5.93K +$5.56K +19 New
RTC
2008
Riverview Trust Company
Washington
$5.93K +$5.56K +19 New
RWM
2009
Rialto Wealth Management
New York
$5.62K +$2.92K +10 +125%
EWM
2010
Evolution Wealth Management
Florida
$5.62K -$585 -2 -10%
LC
2011
Luminist Capital
Michigan
$5.62K +$1.75K +6 +50%
WBWA
2012
William B. Walkup & Associates
South Carolina
$5.4K – – –
PS
2013
PayPay Securities
Japan
$5.31K +$877 +3 +21%
ECA
2014
Elevated Capital Advisors
Utah
$5.31K +$4.97K +17 New
DFA
2015
DHJJ Financial Advisors
Illinois
$5.03K – – –
TPBG
2016
Turning Point Benefit Group
Maryland
$4.99K +$2.05K +7 +78%
TBFA
2017
Three Bearings Fiduciary Advisors
New Hampshire
$4.64K +$4.39K +15 New
FC
2018
Fairscale Capital
New Hampshire
$4.38K – – –
BIM
2019
Breakwater Investment Management
Washington
$4.37K +$585 +2 +17%
NL
2020
NVWM LLC
Pennsylvania
$4.37K +$1.46K +5 +56%
ATC
2021
Adirondack Trust Company
New York
$4.37K – – –
MI
2022
Motiv8 Investments
Florida
$4K +$3.51K +12 New
BFS
2023
Burkett Financial Services
South Carolina
$3.78K – – –
LWMI
2024
Legacy Wealth Management (Idaho)
Idaho
$3.75K +$877 +3 +33%
RWM
2025
RMG Wealth Management
Wisconsin
$3.59K +$3.51K +12 New
79 80
81
82 83