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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
651
American Trust
Kentucky
$2.41M -$6M -24,423 -72%
NP
652
Nilsine Partners
Colorado
$2.39M +$802K +3,261 +55%
NIM
653
NEOS Investment Management
Connecticut
$2.38M +$900K +3,660 +66%
HTC
654
Haverford Trust Company
Pennsylvania
$2.38M -$25.8K -105 -1%
LAIC
655
Lederer & Associates Investment Counsel
California
$2.38M -$112K -456 -5%
CK
656
Cohen Klingenstein
New York
$2.36M – – –
GF
657
Gabelli Funds
New York
$2.36M – – –
PGA
658
Portland Global Advisors
Maine
$2.36M +$90.7K +369 +4%
ACM
659
Argyle Capital Management
Pennsylvania
$2.35M – – –
KF
660
KKM Financial
Illinois
$2.35M +$276K +1,122 +14%
NSEDCP
661
NJ State Employees Deferred Compensation Plan
New Jersey
$2.34M – – –
NW
662
NewEdge Wealth
Pennsylvania
$2.32M +$520K +2,114 +29%
RRA
663
Round Rock Advisors
Connecticut
$2.3M -$103K -420 -5%
SF
664
Summit Financial
New Jersey
$2.3M -$72.5K -295 -3%
OIA
665
OneDigital Investment Advisors
Kansas
$2.3M -$184K -748 -8%
AF
666
Allworth Financial
California
$2.3M +$301K +1,223 +16%
SSWM
667
Smith Salley Wealth Management
North Carolina
$2.29M -$514K -2,089 -19%
EIP
668
Epoch Investment Partners
New York
$2.29M -$224K -912 -9%
BC
669
Bowman & Company
Wisconsin
$2.29M -$37.1K -151 -2%
BRWA
670
B. Riley Wealth Advisors
Florida
$2.27M +$73K +297 +3%
CA
671
Clearstead Advisors
Ohio
$2.26M +$53.6K +218 +3%
PWS
672
Peterson Wealth Services
Utah
$2.26M +$105K +428 +5%
PNAA
673
Pictet North America Advisors
Switzerland
$2.25M -$203K -827 -9%
BP
674
Ballentine Partners
Massachusetts
$2.23M +$117K +474 +6%
MIC
675
Meridian Investment Counsel
California
$2.23M – – –
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