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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
776
Lake Street Advisors Group
New Hampshire
$354K -$10.2K -79 -3%
MA
777
Mutual Advisors
Nebraska
$349K -$42.6K -330 -11%
DAS
778
Dynamic Advisor Solutions
Arizona
$348K -$65.6K -508 -16%
AW
779
ACG Wealth
Georgia
$342K -$15K -116 -4%
CAN
780
Cetera Advisor Networks
California
$339K -$30.8K -238 -8%
RE
781
RBC Europe
United Kingdom
$338K – – –
PCM
782
Pointe Capital Management
Michigan
$334K -$8.4K -65 -2%
HSA
783
HBK Sorce Advisory
Pennsylvania
$333K +$14K +108 +4%
BCM
784
Becker Capital Management
Oregon
$332K -$1.29K -10 -0.4%
BMCM
785
Bryn Mawr Capital Management
Pennsylvania
$329K +$32.7K +253 +11%
KCPG
786
Kavar Capital Partners Group
Kansas
$328K -$2.34M -18,070 -88%
SC
787
Savant Capital
Illinois
$328K -$26.9K -208 -8%
BAM
788
Bruderman Asset Management
New York
$326K +$296K +2,287 +953%
WOC
789
West Oak Capital
California
$324K -$12.9K -100 -4%
IA
790
IFP Advisors
Florida
$324K -$81.2K -628 -20%
AL
791
Aspiriant LLC
California
$324K +$52.1K +403 +19%
AHB
792
Abner Herrman & Brock
New Jersey
$322K -$11.6K -90 -3%
SXL
793
Summit X LLC
Missouri
$320K +$25.8K +200 +9%
ECG
794
Edge Capital Group
Georgia
$316K +$316K +2,448 New
PWPS
795
Pinnacle Wealth Planning Services
Ohio
$316K +$316K +2,449 New
VWM
796
Venturi Wealth Management
Texas
$316K +$327K +2,531 New
LC
797
Lourd Capital
California
$314K +$10.7K +83 +4%
AF
798
Advisornet Financial
Minnesota
$314K +$38.6K +299 +14%
WPSG
799
Wealth & Pension Services Group
Georgia
$314K +$314K +2,428 New
CCMD
800
Cypress Capital Management (Delaware)
Delaware
$312K – – –
30 31
32
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