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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
526
Avantax Advisory Services
Texas
$1.94M +$218K +1,350 +12%
GT
527
Glenview Trust
Kentucky
$1.94M -$44K -273 -2%
AIP
528
Ameritas Investment Partners
Nebraska
$1.91M -$54.1K -336 -3%
HTC
529
Haverford Trust Company
Pennsylvania
$1.91M +$29K +180 +2%
AF
530
Ally Financial
Michigan
$1.9M – – –
SC
531
Slow Capital
California
$1.89M +$136K +843 +8%
CRC
532
Curi RMB Capital
Illinois
$1.87M +$533K +3,305 +39%
SLI
533
Sumitomo Life Insurance
Japan
$1.86M -$89.3K -554 -4%
RIM
534
Redpoint Investment Management
Australia
$1.85M – – –
TCOO
535
Trust Company of Oklahoma
Oklahoma
$1.85M -$13.2K -82 -0.7%
TYCC
536
Texas Yale Capital Corp
Florida
$1.83M +$25K +155 +1%
CK
537
Cohen Klingenstein
New York
$1.81M – – –
HB
538
Homrich & Berg
Georgia
$1.81M +$725K +4,502 +65%
PG
539
Patten Group
Tennessee
$1.8M +$13.9K +86 +0.8%
ONB
540
Old National Bancorp
Indiana
$1.79M -$274K -1,703 -13%
CWM
541
Cordatus Wealth Management
Pennsylvania
$1.77M +$40.3K +250 +2%
NPP
542
New Potomac Partners
Maryland
$1.76M -$54.8K -340 -3%
AWM
543
Altium Wealth Management
New York
$1.75M +$52.5K +326 +3%
CB
544
Community Bank
New York
$1.74M -$28.4K -176 -2%
KFS
545
Kurt F. Somerville
$1.68M -$2.53M -15,714 -60%
BPC
546
Banque Pictet & Cie
Switzerland
$1.67M +$1.48M +9,175 +655%
OIA
547
Optimum Investment Advisors
Illinois
$1.66M +$24.2K +150 +1%
BS
548
Boenning & Scattergood
Pennsylvania
$1.66M – – –
FB
549
Fulton Bank
Pennsylvania
$1.66M -$30.5K -189 -2%
AWA
550
Aaron Wealth Advisors
Illinois
$1.66M -$16.6K -103 -1%
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