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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
626
Cypress Asset Management
Texas
$1.01M -$178K -1,150 -16%
NBG
627
Nancy B. Gardiner
$999K -$11.6K -75 -1%
WJWM
628
Williams Jones Wealth Management
New York
$994K +$953K +6,159 New
KIA
629
KCM Investment Advisors
California
$987K – – –
PHS
630
Pekin Hardy Strauss
Illinois
$987K +$309 +2 +0%
VNA
631
Valley National Advisers
Pennsylvania
$985K -$331K -2,137 -26%
NAMP
632
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$983K +$30.9K +200 +3%
KC
633
Kingfisher Capital
North Carolina
$979K +$25.8K +167 +3%
FPS
634
Fieldpoint Private Securities
Connecticut
$976K -$181K -1,168 -16%
FAAS
635
First Allied Advisory Services
California
$974K +$58.5K +378 +7%
BP
636
Ballentine Partners
Massachusetts
$967K -$12.2K -79 -1%
LOAMS
637
Lombard Odier Asset Management (Switzerland)
Switzerland
$967K +$528K +3,412 +132%
S
638
SimplyRich
California
$953K – – –
NGA
639
Naples Global Advisors
Florida
$950K -$48.7K -315 -5%
PFS
640
Prospera Financial Services
Texas
$947K -$116K -748 -11%
MA
641
Montag & Associates
Georgia
$947K – – –
WA
642
WBH Advisory
Maryland
$931K -$92.8K -600 -9%
LNB
643
Ledyard National Bank
$928K -$115K -742 -11%
DC
644
Davenport & Co
Virginia
$924K +$9.59K +62 +1%
WIP
645
Wellesley Investment Partners
Massachusetts
$917K +$25.1K +162 +3%
PW
646
Price Wealth
Texas
$915K +$70.4K +455 +9%
WSCM
647
Wellington Shields Capital Management
New York
$906K -$124K -800 -12%
ECM
648
ExodusPoint Capital Management
New York
$905K +$427K +2,761 +97%
MCM
649
McRae Capital Management
New Jersey
$901K +$13.9K +90 +2%
MWA
650
Meridian Wealth Advisors
Texas
$901K +$33.9K +219 +4%
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