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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
601
Blume Capital Management
California
$23K +$22.1K +200 New
WEC
602
Winslow Evans & Crocker
Massachusetts
$22.6K -$15.9K -144 -42%
CHC
603
City Holding Co
West Virginia
$21K -$5.76K -52 -22%
DBT
604
Dubuque Bank & Trust
Iowa
$17K – – –
ZTNA
605
Zions Trust National Association
Utah
$17K – – –
GWA
606
Genesis Wealth Advisors
Massachusetts
$15.3K +$14.7K +133 New
BFEC
607
Benjamin F. Edwards & Company
Missouri
$15K – – –
MUMSS
608
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K – – –
BBHC
609
Brown Brothers Harriman & Co
New York
$13K +$10.4K +94 +588%
WA
610
Waverly Advisors
Alabama
$11K -$5.98K -54 -36%
PSI
611
Pinnacle Summer Investments
Virginia
$11K – – –
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
TJHA
613
Thomas J. Herzfeld Advisors
Florida
$10K +$9.74K +88 New
TWA
614
TCI Wealth Advisors
Arizona
$9K – – –
PIM
615
Parasol Investment Management
Illinois
$8K – – –
FANJ
616
Financial Architects (New Jersey)
New Jersey
$8K +$7.86K +71 New
GI
617
Gradient Investments
Minnesota
$8K +$8.08K +73 New
WRM
618
Westport Resources Management
Connecticut
$7K – – –
VNB
619
Valley National Bancorp
New York
$7K +$6.97K +63 New
TFO
620
Tarbox Family Office
California
$6K – – –
CFSG
621
Community Financial Services Group
Vermont
$4K +$3.43K +31 New
JFA
622
JNBA Financial Advisors
Minnesota
$3K – – –
WC
623
Whitnell & Co
Illinois
$3K – – –
SIA
624
Stancorp Investment Advisers
Oregon
$3K +$2.55K +23 New
ST
625
Spot Trading
Illinois
$3K +$2.66K +24 New
23 24
25
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