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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
701
Mitchell McLeod Pugh & Williams
Alabama
$459K – – –
FMLI
702
Fukoku Mutual Life Insurance
Japan
$458K – – –
GP
703
Girard Partners
Pennsylvania
$457K -$5.65K -42 -1%
IIM
704
Intact Investment Management
Quebec, Canada
$450K +$444K +3,300 New
HAG
705
HighPoint Advisor Group
Illinois
$449K +$40.8K +303 +11%
AB
706
Atlas Brown
Kentucky
$448K – – –
MRCM
707
M&R Capital Management
New Jersey
$447K -$807 -6 -0.2%
WA
708
Waverly Advisors
Alabama
$444K +$59K +439 +16%
BAS
709
Brown Advisory Securities
Maryland
$441K -$119K -886 -21%
CC
710
Courier Capital
New York
$439K -$3.77K -28 -0.9%
ZCA
711
Zeke Capital Advisors
Pennsylvania
$434K +$100K +746 +31%
PFO
712
Pathstone Family Office
New Jersey
$428K -$58.4K -434 -12%
DC
713
Davenport & Co
Virginia
$427K -$24.7K -184 -5%
CCM
714
Copeland Capital Management
Pennsylvania
$425K -$5.51M -40,975 -93%
AAM
715
Aureus Asset Management
Massachusetts
$425K +$12.8K +95 +3%
ACP
716
Ashfield Capital Partners
California
$421K – – –
IP
717
Investment Partners
Ohio
$416K -$102K -758 -20%
JIP
718
Jaffetilchin Investment Partners
Florida
$413K +$103K +768 +34%
CS
719
Credential Securities
$409K +$1.75K +13 +0.4%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$405K -$40.4K -300 -9%
IWM
721
IHT Wealth Management
Illinois
$404K -$2.56K -19 -0.6%
ACH
722
ArrowMark Colorado Holdings
Colorado
$402K – – –
TF
723
Tompkins Financial
New York
$401K – – –
BTNA
724
Bremer Trust National Association
Minnesota
$399K -$126K -935 -24%
WCA
725
Westover Capital Advisors
Delaware
$398K -$6.59K -49 -2%
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