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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
676
Pictet North America Advisors
Switzerland
$2.84M -$399K -1,437 -13%
EWA
677
Exencial Wealth Advisors
Oklahoma
$2.81M +$115K +414 +5%
LMIM
678
Lockheed Martin Investment Management
Maryland
$2.79M -$47.2K -170 -2%
AIP
679
Ameritas Investment Partners
Nebraska
$2.79M -$76.7K -276 -3%
LF
680
Lantz Financial
Illinois
$2.78M -$115K -415 -4%
SSWM
681
Smith Salley Wealth Management
North Carolina
$2.77M -$3.33K -12 -0.1%
HPC
682
HM Payson & Co
Maine
$2.77M +$202K +727 +9%
HTC
683
Haverford Trust Company
Pennsylvania
$2.77M -$76.1K -274 -3%
MAS
684
Meeder Advisory Services
Ohio
$2.77M +$120K +433 +5%
PTP
685
Platform Technology Partners
New York
$2.76M +$45.8K +165 +2%
CK
686
Cohen Klingenstein
New York
$2.75M – – –
SFI
687
Susquehanna Fundamental Investments
Pennsylvania
$2.75M +$111K +401 +5%
PWA
688
Phoenix Wealth Advisors
North Carolina
$2.74M -$23.9K -86 -0.9%
CWP
689
Concord Wealth Partners
Virginia
$2.73M +$24.5K +88 +1%
NSEDCP
690
NJ State Employees Deferred Compensation Plan
New Jersey
$2.73M – – –
OCM
691
Olstein Capital Management
New York
$2.72M +$2.5M +9,000 New
VIPI
692
Vista Investment Partners II
Indiana
$2.72M +$43.9K +158 +2%
DWA
693
Douglass Winthrop Advisors
New York
$2.69M +$39.5K +142 +2%
CBA
694
Coastal Bridge Advisors
Connecticut
$2.65M +$2.44M +8,784 New
NFC
695
Northeast Financial Consultants
Connecticut
$2.63M +$2.2M +7,900 +962%
RRA
696
Round Rock Advisors
Connecticut
$2.63M -$40K -144 -2%
BC
697
Bowman & Company
Wisconsin
$2.63M +$89.8K +323 +4%
CSP
698
Cary Street Partners
Virginia
$2.62M -$150K -540 -6%
CGF
699
Constant Guidance Financial
Massachusetts
$2.61M -$3.38M -12,177 -58%
BP
700
Ballentine Partners
Massachusetts
$2.61M +$76.7K +276 +3%
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