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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
551
Sandy Spring Bank
Maryland
$39K -$4.31K -40 -9%
PSUF
552
People's United Financial
Connecticut
$38K – – –
TWMP
553
Taylor Wealth Management Partners
Massachusetts
$36K +$37.7K +350 New
MFBTD
554
MB Financial Bank - Trust Department
Illinois
$35K +$1.94K +18 +5%
TJHA
555
Thomas J. Herzfeld Advisors
Florida
$34K – – –
KCM
556
Karp Capital Management
California
$31K – – –
JFGIW
557
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K -$33K -306 -51%
TWA
558
TCI Wealth Advisors
Arizona
$30K +$23.7K +220 +278%
LNB
559
Ledyard National Bank
$28K – – –
OC
560
Oakworth Capital
Alabama
$28K – – –
SNT
561
Security National Trust
West Virginia
$28K – – –
TSW
562
Thompson Siegel & Walmsley
Virginia
$28K – – –
IMS
563
Index Management Solutions
Pennsylvania
$27K +$18.6K +173 +178%
ASN
564
Advisory Services Network
Georgia
$26K -$215 -2 -0.8%
DAM
565
Delta Asset Management
Tennessee
$25K – – –
SFG
566
Sage Financial Group
Pennsylvania
$25K – – –
HA
567
Harfst & Associates
Wyoming
$25K +$26.1K +242 New
BCA
568
Bray Capital Advisors
Florida
$23K +$24.2K +225 New
ATC
569
Adirondack Trust Company
New York
$22K – – –
CCS
570
Crosspoint Capital Strategies
California
$21K – – –
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
GWM
572
Gupta Wealth Management
California
$21K +$19.1K +177 +681%
AP
573
Atwood & Palmer
Missouri
$21K +$22.5K +209 New
PSI
574
Pinnacle Summer Investments
Virginia
$20K +$10.6K +98 +98%
CHC
575
City Holding Co
West Virginia
$19K – – –
21 22
23
24 25