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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
501
Panagora Asset Management
Massachusetts
$1.79M +$30.7K +249 +2%
LTI
502
Laffer Tengler Investments
Tennessee
$1.79M +$1.69M +13,698 New
EFS
503
Essex Financial Services
Connecticut
$1.77M -$18.4K -149 -1%
NCM
504
Narwhal Capital Management
Georgia
$1.76M – – –
TYCC
505
Texas Yale Capital Corp
Florida
$1.75M +$1.65M +13,396 New
TMAM
506
Tokio Marine Asset Management
Japan
$1.69M – – –
KFA
507
Kelleher Financial Advisors
New York
$1.69M -$39.4K -320 -2%
FAM
508
Fred Alger Management
New York
$1.68M -$2.52M -20,471 -61%
WCM
509
Wunderlich Capital Managemnt
Tennessee
$1.67M -$1.23K -10 -0.1%
ST
510
Somerset Trust
Pennsylvania
$1.65M +$52.9K +429 +4%
PAG
511
Private Advisor Group
New Jersey
$1.65M +$552K +4,480 +54%
FMWA
512
Forvis Mazars Wealth Advisors
Missouri
$1.64M +$318K +2,580 +26%
PPSG
513
Princeton Portfolio Strategies Group
New Jersey
$1.62M – – –
SF
514
Synovus Financial
Georgia
$1.62M +$227K +1,840 +17%
AP
515
Appleton Partners
Massachusetts
$1.61M +$366K +2,967 +32%
CCM
516
Copeland Capital Management
Pennsylvania
$1.6M -$46.1K -374 -3%
WA
517
WBH Advisory
Maryland
$1.59M -$13.6K -110 -0.9%
ACM
518
Azimuth Capital Management
Michigan
$1.57M – – –
OIA
519
Optimum Investment Advisors
Illinois
$1.55M – – –
ACM
520
Aviance Capital Management
Florida
$1.55M +$1.46M +11,829 New
MAM
521
Meeder Asset Management
Ohio
$1.53M -$110K -892 -7%
GJIC
522
Gamble Jones Investment Counsel
California
$1.53M +$83.1K +674 +6%
BG
523
Bahl & Gaynor
Ohio
$1.5M +$331K +2,686 +30%
LOAMS
524
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.5M – – –
PA
525
Profund Advisors
Maryland
$1.5M +$211K +1,715 +18%
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