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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
601
Zevin Asset Management
Massachusetts
$1.01M – – –
HCP
602
Holt Capital Partners
Texas
$1.01M – – –
DDPIC
603
Deroy & Devereaux Private Investment Counsel
Michigan
$991K – – –
CCP
604
Corient Capital Partners
California
$986K -$17.6K -125 -2%
VRS
605
Virginia Retirement Systems
Virginia
$980K – – –
WS
606
Wedbush Securities
California
$973K +$202K +1,437 +27%
MCM
607
Monarch Capital Management
Indiana
$972K -$21.1K -150 -2%
FPFS
608
First Personal Financial Services
North Carolina
$972K +$841K +5,975 +838%
JG
609
Jefferies Group
New York
$966K +$936K +6,648 New
DJSG
610
D.J. St. Germain
Massachusetts
$952K +$47.2K +335 +5%
FCH
611
Freestone Capital Holdings
Washington
$942K +$24.5K +174 +3%
LNB
612
Ledyard National Bank
$939K – – –
ASN
613
Advisory Services Network
Georgia
$939K +$314K +2,232 +53%
RW
614
Rand Wealth
Maryland
$938K +$97.8K +695 +12%
PTC
615
Private Trust Company
Ohio
$930K +$59.5K +423 +7%
YWP
616
YorkBridge Wealth Partners
New York
$929K – – –
ATIA
617
American Trust Investment Advisors
New Hampshire
$914K – – –
CA
618
Clearstead Advisors
Ohio
$911K – – –
NGA
619
Naples Global Advisors
Florida
$908K – – –
FFSOTS
620
Fiduciary Financial Services of The Southwest
Texas
$902K -$13.7K -97 -2%
PP
621
Patten & Patten
Tennessee
$881K -$5.07K -36 -0.6%
LC
622
Lincoln Capital
Nebraska
$878K – – –
FAAS
623
First Allied Advisory Services
California
$870K +$21.3K +151 +3%
BP
624
Ballentine Partners
Massachusetts
$848K +$41.1K +292 +5%
JCM
625
Jacobi Capital Management
Pennsylvania
$848K +$607K +4,313 +283%
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