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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
726
Aureus Asset Management
Massachusetts
$371K +$375K +2,953 New
DWT
727
Dorsey & Whitney Trust
South Dakota
$368K +$65.3K +515 +21%
SBH
728
Segall Bryant & Hamill
Illinois
$365K -$50.8K -400 -12%
CIA
729
Capital Investment Advisors
Georgia
$363K -$113K -888 -24%
NPA
730
Nichols & Pratt Advisers
Massachusetts
$363K -$29.8K -235 -8%
PV
731
Private Vista
Illinois
$360K – – –
SAM
732
Strategy Asset Managers
California
$360K +$27.3K +215 +8%
DC
733
Davenport & Co
Virginia
$358K +$152K +1,196 +72%
MCM
734
MV Capital Management
Maryland
$356K -$33.5K -264 -9%
CIA
735
Choate Investment Advisors
Massachusetts
$351K – – –
SC
736
Savant Capital
Illinois
$350K -$14.2K -112 -4%
WAM
737
Wealthspire Advisors (Maryland)
Maryland
$349K -$14.6K -115 -4%
MRCM
738
M&R Capital Management
New Jersey
$349K -$11.5K -91 -3%
PAS
739
Partnervest Advisory Services
California
$349K -$8.25K -65 -2%
BB
740
Busey Bank
Illinois
$337K +$2.67K +21 +0.8%
FMBTD
741
First Midwest Bank Trust Division
Illinois
$336K +$41.9K +330 +14%
ZIC
742
ZWJ Investment Counsel
Georgia
$335K – – –
AIM
743
Assured Investment Management
New York
$330K +$333K +2,628 New
FFC
744
First Financial Corp
Indiana
$328K -$94.5K -745 -22%
BHWM
745
Bar Harbor Wealth Management
New Hampshire
$323K – – –
HAG
746
HighPoint Advisor Group
Illinois
$321K +$7.61K +60 +2%
WA
747
WFG Advisors
Texas
$320K -$7.74K -61 -2%
GCC
748
Guardian Capital (Canada)
Ontario, Canada
$319K – – –
SPC
749
Sigma Planning Corp
Michigan
$319K +$114K +898 +55%
YMRC
750
Yorktown Management & Research Company
Virginia
$314K – – –
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