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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
626
Cary Street Partners Investment Advisory
Virginia
$2.59M +$177K +718 +8%
GAM
627
Griffin Asset Management
New York
$2.59M +$37.9K +154 +2%
MCM
628
Marathon Capital Management
Maryland
$2.58M +$8.61K +35 +0.4%
IA
629
IFG Advisory
Georgia
$2.56M -$639K -2,598 -21%
CWM
630
Compass Wealth Management
Connecticut
$2.55M +$194K +789 +9%
NFG
631
Nations Financial Group
Iowa
$2.55M -$15.5K -63 -0.6%
BCM
632
Bayesian Capital Management
New York
$2.54M +$183K +743 +8%
LF
633
Lantz Financial
Illinois
$2.53M -$12.5K -51 -0.5%
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$2.52M -$5.41K -22 -0.2%
HCM
635
HMS Capital Management
Tennessee
$2.52M -$204K -828 -8%
OWP
636
Obermeyer Wealth Partners
Colorado
$2.51M +$1.28M +5,195 +116%
NCM
637
Nelson Capital Management
California
$2.5M +$68.8K +280 +3%
MGIA
638
Moneta Group Investment Advisors
Missouri
$2.5M +$153K +623 +7%
PCIA
639
Prime Capital Investment Advisors
Kansas
$2.5M -$31K -126 -1%
FHB
640
First Hawaiian Bank
Hawaii
$2.5M -$129K -523 -5%
WMA
641
West Michigan Advisors
Michigan
$2.49M +$12.5K +51 +0.5%
IWA
642
IBEX Wealth Advisors
New Jersey
$2.48M +$2.76M +11,235 New
SIA
643
Schechter Investment Advisors
Michigan
$2.46M -$122K -497 -5%
NPP
644
New Potomac Partners
Maryland
$2.46M -$32.5K -132 -1%
MWM
645
Mission Wealth Management
California
$2.45M -$153K -623 -6%
BCM
646
Buckhead Capital Management
Georgia
$2.43M -$342K -1,390 -13%
NB
647
NBT Bank
New York
$2.43M -$1.48K -6 -0.1%
SI
648
Stephens Inc
Arkansas
$2.42M +$161K +654 +8%
WIS
649
Wright Investors Service
Connecticut
$2.42M -$17K -69 -0.7%
OAM
650
Ostrum Asset Management
France
$2.42M -$2.42M -9,829 -51%
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