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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
701
Roundview Capital
New Jersey
$2.6M +$109K +393 +5%
FBT
702
First Bankers Trust
Kentucky
$2.6M +$68.4K +246 +3%
PIM
703
Penobscot Investment Management
Massachusetts
$2.58M +$117K +421 +5%
IWC
704
Integrated Wealth Concepts
Massachusetts
$2.57M -$264K -951 -10%
WIS
705
Wright Investors Service
Connecticut
$2.56M +$8.61K +31 +0.4%
BHC
706
Bowen Hanes & Co
Florida
$2.54M +$111K +398 +5%
PWM
707
Perigon Wealth Management
California
$2.54M +$103K +370 +5%
USAA
708
United Services Automobile Association
Texas
$2.54M +$2.38M +8,574 New
AWM
709
Accurate Wealth Management
Florida
$2.53M -$62.8K -226 -2%
HAG
710
HighPoint Advisor Group
Illinois
$2.52M +$11.1K +40 +0.5%
JF
711
Jump Financial
Illinois
$2.51M +$2M +7,185 +644%
AW
712
Alaethes Wealth
Nevada
$2.5M +$72K +259 +3%
BC
713
Burney Company
Virginia
$2.47M -$52.5K -189 -2%
MP
714
McDonald Partners
Ohio
$2.45M +$14.2K +51 +0.6%
PCIA
715
Prime Capital Investment Advisors
Kansas
$2.45M -$316K -1,136 -12%
SNB
716
Security National Bank
Nebraska
$2.45M +$83.6K +301 +4%
NW
717
NewEdge Wealth
Pennsylvania
$2.45M -$143K -515 -6%
DAS
718
Dynamic Advisor Solutions
Arizona
$2.44M -$90.3K -325 -4%
HA
719
Herold Advisors
New York
$2.44M +$195K +701 +9%
BMA
720
Brooks Moore & Associates
Tennessee
$2.42M +$801K +2,882 +56%
SC
721
Savant Capital
Illinois
$2.41M -$672K -2,419 -23%
HT
722
Heritage Trust
Oklahoma
$2.41M +$222K +799 +11%
HCM
723
Hutner Capital Management
Vermont
$2.4M +$413K +1,487 +23%
TA
724
TFG Advisers
Michigan
$2.4M +$104K +373 +5%
DFA
725
Delta Financial Advisors
Louisiana
$2.39M +$7.5K +27 +0.3%
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