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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
776
Dorsey & Whitney Trust
South Dakota
$200K +$193K +1,682 New
SEC
777
Seven Eight Capital
New York
$193K +$186K +1,620 New
FHA
778
First Horizon Advisors
Tennessee
$188K +$182K +1,584 New
DSI
779
Daiwa SB Investments
Japan
$181K +$175K +1,520 New
FANJ
780
Financial Architects (New Jersey)
New Jersey
$174K +$168K +1,458 New
AF
781
Allworth Financial
California
$173K +$167K +1,450 New
CFA
782
Carroll Financial Associates
North Carolina
$165K +$54.9K +478 +53%
MFW
783
Mosaic Family Wealth
Missouri
$157K -$12.9K -112 -8%
GBT
784
Grove Bank & Trust
Florida
$156K – – –
MCM
785
Manchester Capital Management
Vermont
$151K +$36.8K +320 +34%
BG
786
Bollard Group
Massachusetts
$145K +$140K +1,215 New
SAMC
787
Shinko Asset Management Company
Japan
$144K +$33.1K +288 +31%
SC
788
SRB Corp
Massachusetts
$142K -$6.21K -54 -4%
HIIFS
789
Harel Insurance Investments & Financial Services
Israel
$138K -$51.7K -450 -28%
HHMI
790
Howard Hughes Medical Institute
Maryland
$133K -$43.4K -378 -25%
DSC
791
Duncker Streett & Co
Missouri
$133K +$128K +1,113 New
TWA
792
TCI Wealth Advisors
Arizona
$121K +$37.3K +325 +47%
CHP
793
Cable Hill Partners
Oregon
$117K -$71.1K -619 -39%
EWM
794
Endurance Wealth Management
Rhode Island
$117K +$113K +981 New
IPC
795
Independent Portfolio Consultants
Florida
$113K +$79.9K +695 +273%
EFSCE
796
Enterprise Financial Services Corp (EFSC)
Missouri
$110K +$52.7K +459 +99%
OAM
797
Orinda Asset Management
California
$108K +$104K +909 New
IIC
798
Integrated Investment Consultants
Michigan
$105K +$101K +883 New
M
799
MOTCO
Texas
$105K +$102K +884 New
HDIM
800
Hanson & Doremus Investment Management
Vermont
$102K +$87.1K +758 +758%
30 31
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