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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
451
Karpas Strategies
Connecticut
$2.41M – – –
BC
452
Brinker Capital
Pennsylvania
$2.39M -$88.1K -610 -4%
TWM
453
Torch Wealth Management
Ohio
$2.38M +$10.8K +75 +0.5%
PGAM
454
Princeton Global Asset Management
New Jersey
$2.38M +$38.5K +267 +2%
HTC
455
Haverford Trust Company
Pennsylvania
$2.35M -$387K -2,683 -14%
ST
456
Somerset Trust
Pennsylvania
$2.34M +$44.2K +306 +2%
GAM
457
Gotham Asset Management
New York
$2.33M +$2.29M +15,844 New
PG
458
Patten Group
Tennessee
$2.32M -$214K -1,481 -9%
ISL
459
Ingalls & Snyder LLC
New York
$2.3M +$67.1K +465 +3%
CIS
460
Capital International Sarl
California
$2.3M – – –
ASN
461
Advisory Services Network
Georgia
$2.29M +$119K +827 +6%
AI
462
Atria Investments
North Carolina
$2.27M +$332K +2,302 +19%
AAM
463
AR Asset Management
California
$2.23M – – –
HCMT
464
Highland Capital Management (Tennessee)
Tennessee
$2.22M -$45.8K -317 -2%
RWA
465
River Wealth Advisors
Pennsylvania
$2.22M -$92.3K -639 -4%
HI
466
Harrington Investments
California
$2.22M +$3.75K +26 +0.2%
KF
467
Krilogy Financial
Missouri
$2.22M +$282K +1,952 +15%
CIC
468
Cincinnati Indemnity Company
Ohio
$2.22M – – –
TYCC
469
Texas Yale Capital Corp
Florida
$2.21M -$2.06M -14,269 -49%
WAM
470
Wolverine Asset Management
Illinois
$2.21M +$2.17M +15,000 New
BIM
471
Bridges Investment Management
Nebraska
$2.19M -$963K -6,670 -31%
RMCM
472
Reynders McVeigh Capital Management
Massachusetts
$2.18M +$1.59K +11 +0.1%
NIM
473
Nicollet Investment Management
Minnesota
$2.17M -$32.5K -225 -2%
O
474
Ossiam
France
$2.16M +$1.64M +11,389 +347%
WC
475
Weil Company
California
$2.16M – – –
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