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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
576
U.S. Capital Wealth Advisors
Texas
$2.03M -$100K -494 -5%
CWS
577
Confluence Wealth Services
Pennsylvania
$2.02M +$1.92M +9,453 New
NPP
578
New Potomac Partners
Maryland
$2.01M -$88K -433 -4%
SB
579
Simmons Bank
Arkansas
$2.01M -$496K -2,439 -21%
HI
580
Horizon Investments
North Carolina
$2M +$264K +1,299 +16%
BMWM
581
Brown Miller Wealth Management
Virginia
$1.98M +$33.1K +163 +2%
SLI
582
Sumitomo Life Insurance
Japan
$1.97M -$32.5K -160 -2%
CW
583
Connectus Wealth
Ohio
$1.96M -$18.3K -90 -0.9%
CK
584
Cohen Klingenstein
New York
$1.95M – – –
DWA
585
Douglass Winthrop Advisors
New York
$1.95M -$54.9K -270 -3%
NSEDCP
586
NJ State Employees Deferred Compensation Plan
New Jersey
$1.93M – – –
HF
587
HRT Financial
New York
$1.93M -$9.68M -47,653 -84%
FB
588
Fulton Bank
Pennsylvania
$1.93M -$70.7K -348 -4%
MIC
589
Meridian Investment Counsel
California
$1.88M -$19.7K -97 -1%
BCV
590
Banque Cantonale Vaudoise
Switzerland
$1.88M – – –
MWM
591
Mattern Wealth Management
Kansas
$1.88M +$206K +1,015 +13%
NRS
592
Neville Rodie & Shaw
New York
$1.87M -$14.2K -70 -0.8%
PGA
593
Portland Global Advisors
Maine
$1.87M -$52K -256 -3%
FHA
594
First Horizon Advisors
Tennessee
$1.84M +$1.46M +7,179 +496%
CC
595
Centiva Capital
New York
$1.84M +$1.75M +8,615 New
S
596
Surevest
California
$1.83M +$1.74M +8,547 +44,984%
TCOO
597
Trust Company of Oklahoma
Oklahoma
$1.83M -$218K -1,074 -11%
LNWWM
598
Laird Norton Wetherby Wealth Management
California
$1.82M +$176K +868 +11%
DY
599
Dowling & Yahnke
California
$1.8M +$129K +637 +8%
RCAG
600
Rehmann Capital Advisory Group
Michigan
$1.79M +$121K +597 +8%
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