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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
676
Summit Global Investments
Utah
$804K +$41.3K +270 +6%
DC
677
Davenport & Co
Virginia
$801K -$172K -1,125 -18%
BBI
678
Baxter Bros Inc
Connecticut
$800K -$64.1K -419 -8%
MWM
679
Minot Wealth Management
Massachusetts
$796K +$792K +5,174 New
CCT
680
Chemung Canal Trust
New York
$792K +$12.4K +81 +2%
WTC
681
WhitTier Trust Company
Nevada
$787K -$6.12K -40 -0.8%
WIP
682
Wellesley Investment Partners
Massachusetts
$786K -$95.9K -627 -11%
HAG
683
HighPoint Advisor Group
Illinois
$783K +$20K +131 +3%
NNP
684
Nachman Norwood & Parrott
South Carolina
$780K -$1.84K -12 -0.2%
AWA
685
Arete Wealth Advisors
Illinois
$777K +$9.03K +59 +1%
DWT
686
Dorsey & Whitney Trust
South Dakota
$776K -$85.1K -556 -10%
UCMOK
687
United Capital Management of KS
Kansas
$769K +$107K +697 +16%
RZH
688
Relyea Zuckerberg Hanson
Connecticut
$768K +$755K +4,935 New
EMB
689
Elefante Mark B
$766K -$30.6K -200 -4%
DHFB
690
Dixon Hubard Feinour & Brown
Virginia
$765K -$18.4K -120 -2%
PI
691
Putnam Investments
Massachusetts
$764K -$33.5K -219 -4%
ATIA
692
American Trust Investment Advisors
New Hampshire
$761K – – –
AWM
693
AE Wealth Management
Kansas
$759K +$98.5K +644 +15%
S
694
SignatureFD
Georgia
$757K -$24.5K -160 -3%
BPM
695
Bowling Portfolio Management
Ohio
$749K -$1.84K -12 -0.2%
BBVA
696
Banco Bilbao Vizcaya Argentaria
Spain
$745K +$733K +4,791 New
LOAME
697
Lombard Odier Asset Management (Europe)
United Kingdom
$743K – – –
BFO
698
Biltmore Family Office
North Carolina
$740K -$15.3K -100 -2%
HA
699
Harfst & Associates
Wyoming
$740K +$31.5K +206 +5%
PG
700
Pendal Group
Australia
$728K +$109K +712 +18%
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