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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
526
MUFG Americas
New York
$90K -$31.3K -300 -26%
PMFA
527
Plante Moran Financial Advisors
Michigan
$77K +$22K +211 +41%
WA
528
WFG Advisors
Texas
$76K +$3.75K +36 +5%
WA
529
WealthTrust-Arizona
Arizona
$66K – – –
MFBTD
530
MB Financial Bank - Trust Department
Illinois
$59K -$13.9K -133 -19%
SSB
531
Sandy Spring Bank
Maryland
$59K – – –
GSC
532
Ground Swell Capital
South Carolina
$59K +$19.9K +191 +51%
CFG
533
CKW Financial Group
Hawaii
$56K – – –
OCM
534
One Capital Management
California
$56K +$55.3K +530 New
PTC
535
Private Trust Company
Ohio
$55K -$29.7K -285 -35%
CG
536
Colony Group
Massachusetts
$55K -$23.2K -222 -30%
EFSCE
537
Enterprise Financial Services Corp (EFSC)
Missouri
$55K -$22.1K -212 -29%
BG
538
Bollard Group
Massachusetts
$52K – – –
CRM
539
Cramer Rosenthal McGlynn
Connecticut
$52K – – –
DVM
540
Dreman Value Management
Florida
$49K -$14.5K -139 -23%
JWA
541
JFS Wealth Advisors
Pennsylvania
$48K -$11.6K -111 -19%
CAM
542
ClariVest Asset Management
California
$46K -$1.04K -10 -2%
MFS
543
MSI Financial Services
Massachusetts
$44K +$939 +9 +2%
GGPS
544
Gary Goldberg Planning Services
New York
$40K +$39.6K +380 New
ATC
545
Adirondack Trust Company
New York
$39K – – –
BRWM
546
B. Riley Wealth Management
Tennessee
$38K – – –
WEC
547
Winslow Evans & Crocker
Massachusetts
$35.9K +$15.1K +145 +74%
ST
548
SpiderRock Trading
Illinois
$33K – – –
TSW
549
Thompson Siegel & Walmsley
Virginia
$29K – – –
LWM
550
LBA Wealth Management
Florida
$29K +$28.9K +277 New
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