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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Avitas Wealth Management
California
$2.22M +$25.1K +102 +1%
EWA
677
Exencial Wealth Advisors
Oklahoma
$2.22M +$176K +717 +9%
BFG
678
Bleakley Financial Group
New Jersey
$2.2M +$71.1K +289 +4%
ADBIC
679
A.D. Beadell Investment Counsel
Wisconsin
$2.2M -$12.3K -50 -0.6%
SW
680
Simplicity Wealth
New Jersey
$2.19M +$2.08M +8,461 New
FB
681
Fulton Bank
Pennsylvania
$2.19M -$10.8K -44 -0.5%
IWC
682
Integrated Wealth Concepts
Massachusetts
$2.19M +$157K +640 +8%
IGAM
683
iA Global Asset Management
Quebec, Canada
$2.18M -$9.8M -39,855 -83%
CDH
684
Charles D. Hyman
$2.18M – – –
DWA
685
Douglass Winthrop Advisors
New York
$2.17M +$49.2K +200 +2%
AGM
686
Alpine Global Management
New York
$2.16M +$2.05M +8,319 New
NRD
687
Nebula Research & Development
New York
$2.15M +$2.04M +8,303 New
CCA
688
Criterion Capital Advisors
Tennessee
$2.15M -$153K -624 -7%
ATC
689
Argent Trust Co
Tennessee
$2.14M -$3.93K -16 -0.2%
PFPT
690
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.11M -$57.5K -234 -3%
MFS
691
Mirabella Financial Services
United Kingdom
$2.1M +$899K +3,656 +82%
I
692
InceptionR
California
$2.1M +$2M +8,114 New
FWIA
693
Fort Washington Investment Advisors
Ohio
$2.09M +$27.3K +111 +1%
ACM
694
Advent Capital Management
New York
$2.07M – – –
VLC
695
Van Leeuwen & Company
New Jersey
$2.07M +$12K +49 +0.6%
NGA
696
Naples Global Advisors
Florida
$2.06M +$4.92K +20 +0.3%
SA
697
SpiderRock Advisors
Delaware
$2.05M +$1.96M +7,963 New
NRS
698
Neville Rodie & Shaw
New York
$2.05M – – –
BCV
699
Banque Cantonale Vaudoise
Switzerland
$2.03M -$974K -3,960 -34%
FTIS
700
First Trust Investment Solutions
Florida
$2.03M +$1.69M +6,872 +703%
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