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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
601
Point View Wealth Management
New Jersey
$1.05M +$97.9K +768 +11%
MYLI
602
Meiji Yasuda Life Insurance
Japan
$1.05M -$842K -6,600 -45%
NBG
603
Nancy B. Gardiner
$1.05M +$101K +790 +11%
EDRH
604
Edmond de Rothschild Holding
Switzerland
$1.04M +$472K +3,700 +89%
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$1.03M +$999K +7,833 New
WTC
606
WhitTier Trust Company
Nevada
$1.02M -$161K -1,263 -14%
EB
607
Eastern Bank
Massachusetts
$1.02M -$381K -2,992 -28%
IA
608
Icon Advisers
Colorado
$1.02M – – –
WIP
609
Wellesley Investment Partners
Massachusetts
$1.02M +$116K +906 +13%
CB
610
Community Bank
New York
$1.01M -$38.3K -300 -4%
BUB
611
BBVA USA Bancshares
Texas
$1.01M -$24K -188 -2%
GAM
612
Gotham Asset Management
New York
$1.01M +$713K +5,590 +272%
WSCM
613
Wellington Shields Capital Management
New York
$1M -$38.3K -300 -4%
PHS
614
Pekin Hardy Strauss
Illinois
$991K +$25.5K +200 +3%
DRD
615
Dennis R. Delaney
$976K +$60.6K +475 +7%
GHCM
616
Glen Harbor Capital Management
California
$958K +$924K +7,248 New
CTC
617
Central Trust Company
Missouri
$956K -$73.6K -577 -7%
HCP
618
Holt Capital Partners
Texas
$941K -$6.12K -48 -0.7%
AI
619
Atria Investments
North Carolina
$941K +$156K +1,220 +21%
WIC
620
Woodmont Investment Counsel
Tennessee
$937K -$61.3K -481 -6%
S
621
SignatureFD
Georgia
$935K -$486K -3,815 -35%
PCM
622
Princeton Capital Management
New Jersey
$910K -$171K -1,344 -16%
BG
623
Bahl & Gaynor
Ohio
$906K -$146K -1,147 -14%
FCH
624
Freestone Capital Holdings
Washington
$903K +$23.8K +187 +3%
DDPIC
625
Deroy & Devereaux Private Investment Counsel
Michigan
$900K – – –
23 24
25
26 27