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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MMCM
2001
Murphy & Mullick Capital Management
New York
$22.2K – – –
HCA
2002
Harbor Capital Advisors
Illinois
$22K -$5.78K -18 -21%
BDPWM
2003
Barnes Dennig Private Wealth Management
Ohio
$21.8K – – –
CFG
2004
Clayton Financial Group
Missouri
$21.2K – – –
TFA
2005
Toth Financial Advisory
Virginia
$21.2K – – –
TFGT
2006
TS Financial Group (TSFG)
Illinois
$21K – – –
PSFG
2007
Park Square Financial Group
Georgia
$20.5K -$30.5K -95 -60%
RWM
2008
Raffa Wealth Management
District of Columbia
$20.2K +$642 +2 +3%
TWM
2009
Tripletail Wealth Management
Florida
$19.7K -$32.1K -100 -63%
CFSG
2010
Community Financial Services Group
Vermont
$19.6K +$19.3K +60 New
SSG
2011
Summit Securities Group
New York
$19.6K -$217K -677 -92%
IWM
2012
IMG Wealth Management
Florida
$19.2K -$2.57K -8 -12%
BH
2013
Burk Holdings
Oklahoma
$19.2K +$18.9K +59 New
WBC
2014
West Branch Capital
Massachusetts
$18.9K – – –
CFM
2015
Cornerstone Financial Management
Massachusetts
$18.6K +$1.93K +6 +12%
AEPWM
2016
Atlantic Edge Private Wealth Management
Florida
$18.3K – – –
BFS
2017
Bare Financial Services
Pennsylvania
$18.3K +$2.57K +8 +17%
EIP
2018
Essential Investment Partners
Colorado
$18.3K – – –
NWM
2019
Navigoe Wealth Management
California
$18K – – –
BFPW
2020
BOK Financial Private Wealth
Colorado
$17.3K -$321 -1 -2%
HNW
2021
High Note Wealth
Minnesota
$17.3K +$963 +3 +6%
AW
2022
Ankerstar Wealth
Texas
$16.3K – – –
RDFA
2023
Ritter Daniher Financial Advisory
Ohio
$16.3K – – –
MPW
2024
MASECO Private Wealth
$16.3K -$51.7K -161 -76%
EFMH
2025
E Fund Management (HK)
Hong Kong
$16K +$14.8K +46 +1,533%
79 80
81
82 83