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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2001
Whipplewood Advisors
Colorado
$22.8K +$20.5K +64 +1,067%
GTAM
2002
Global Trust Asset Management
Florida
$22.2K – – –
MMCM
2003
Murphy & Mullick Capital Management
New York
$22.2K – – –
HCA
2004
Harbor Capital Advisors
Illinois
$22K -$5.78K -18 -21%
BDPWM
2005
Barnes Dennig Private Wealth Management
Ohio
$21.8K – – –
AI
2006
Atomic Invest
New York
$21.5K +$4.49K +14 +27%
CFG
2007
Clayton Financial Group
Missouri
$21.2K – – –
TFA
2008
Toth Financial Advisory
Virginia
$21.2K – – –
TFGT
2009
TS Financial Group (TSFG)
Illinois
$21K – – –
PSFG
2010
Park Square Financial Group
Georgia
$20.5K -$30.5K -95 -60%
RWM
2011
Raffa Wealth Management
District of Columbia
$20.2K +$642 +2 +3%
TWM
2012
Tripletail Wealth Management
Florida
$19.7K -$32.1K -100 -63%
CFSG
2013
Community Financial Services Group
Vermont
$19.6K +$19.3K +60 New
SSG
2014
Summit Securities Group
New York
$19.6K -$217K -677 -92%
IWM
2015
IMG Wealth Management
Florida
$19.2K -$2.57K -8 -12%
BH
2016
Burk Holdings
Oklahoma
$19.2K +$18.9K +59 New
WBC
2017
West Branch Capital
Massachusetts
$18.9K – – –
CFM
2018
Cornerstone Financial Management
Massachusetts
$18.6K +$1.93K +6 +12%
AEPWM
2019
Atlantic Edge Private Wealth Management
Florida
$18.3K – – –
BFS
2020
Bare Financial Services
Pennsylvania
$18.3K +$2.57K +8 +17%
EIP
2021
Essential Investment Partners
Colorado
$18.3K – – –
NWM
2022
Navigoe Wealth Management
California
$18K – – –
BFPW
2023
BOK Financial Private Wealth
Colorado
$17.3K -$321 -1 -2%
HNW
2024
High Note Wealth
Minnesota
$17.3K +$963 +3 +6%
AW
2025
Ankerstar Wealth
Texas
$16.3K – – –
79 80
81
82 83