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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
626
Harbour Capital Advisors
Virginia
$876K +$889K +6,143 New
FFSOTS
627
Fiduciary Financial Services of The Southwest
Texas
$874K -$11K -76 -1%
FPFS
628
First Personal Financial Services
North Carolina
$870K -$84.5K -584 -9%
CA
629
Clearstead Advisors
Ohio
$870K -$23K -159 -3%
PHS
630
Pekin Hardy Strauss
Illinois
$866K -$246K -1,700 -22%
SM
631
Sciencast Management
New Jersey
$866K +$844K +5,836 New
PTC
632
Private Trust Company
Ohio
$865K -$48.5K -335 -5%
LC
633
Lincoln Capital
Nebraska
$861K – – –
PP
634
Patten & Patten
Tennessee
$855K -$8.68K -60 -1%
RIM
635
Rampart Investment Management
Connecticut
$824K +$55.7K +385 +7%
FRM
636
Foundation Resource Management
Arkansas
$815K – – –
SLG
637
Stanley-Laman Group
Pennsylvania
$814K +$68.7K +475 +9%
RCA
638
Rowland Carmichael Advisors
Arizona
$809K -$10.1K -70 -1%
SFSIG
639
San Francisco Sentry Investment Group
California
$808K +$29.2K +202 +4%
WAM
640
Wealthspire Advisors (Maryland)
Maryland
$807K +$146K +1,007 +22%
HCC
641
Hirtle Callaghan & Co
Pennsylvania
$805K +$801K +5,536 +5,033%
WTC
642
WhitTier Trust Company
Nevada
$790K – – –
MGIA
643
Moneta Group Investment Advisors
Missouri
$787K +$799K +5,523 New
LOAME
644
Lombard Odier Asset Management (Europe)
United Kingdom
$784K – – –
GS
645
GAM Systematic
United Kingdom
$783K +$671K +4,638 +542%
PA
646
Parallel Advisors
California
$779K +$13.5K +93 +2%
MCM
647
McRae Capital Management
New Jersey
$766K +$103K +715 +15%
HL
648
HeadInvest LLC
Maine
$763K – – –
FG
649
Fiduciary Group
Georgia
$762K -$62.7K -433 -7%
QT
650
Quantbot Technologies
New York
$745K +$757K +5,229 New
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26
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