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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Affinity Wealth Management
Delaware
$381K +$82.7K +622 +30%
CIA
777
Capital Investment Advisors
Georgia
$375K -$37.9K -285 -10%
MRCM
778
M&R Capital Management
New Jersey
$373K -$26.6K -200 -7%
CK
779
Cohen Klingenstein
New York
$372K +$353K +2,654 New
FHA
780
Flagship Harbor Advisors
Massachusetts
$370K +$49.4K +371 +16%
PPSG
781
Princeton Portfolio Strategies Group
New Jersey
$369K -$262K -1,967 -43%
TFS
782
Thoroughbred Financial Services
Tennessee
$367K -$22.7K -171 -6%
VFA
783
Valeo Financial Advisors
Indiana
$367K +$30.2K +227 +9%
RE
784
RBC Europe
United Kingdom
$366K – – –
CFG
785
Citizens Financial Group
Rhode Island
$366K -$88.7K -667 -20%
STMM
786
South Texas Money Management
Texas
$365K -$52.7K -396 -13%
SXL
787
Summit X LLC
Missouri
$365K +$14K +105 +4%
BCM
788
Becker Capital Management
Oregon
$364K +$3.06K +23 +0.9%
PCM
789
Pointe Capital Management
Michigan
$363K – – –
DP
790
Dearborn Partners
Illinois
$362K -$39.1K -294 -10%
HSA
791
HBK Sorce Advisory
Pennsylvania
$361K – – –
LOAMS
792
Lombard Odier Asset Management (Switzerland)
Switzerland
$361K +$343K +2,577 New
KCPG
793
Kavar Capital Partners Group
Kansas
$356K – – –
BAM
794
Bruderman Asset Management
New York
$354K – – –
BWM
795
BerganKDV Wealth Management
Minnesota
$349K +$26.2K +197 +9%
ACM
796
Allred Capital Management
Texas
$349K +$332K +2,496 New
WOC
797
West Oak Capital
California
$348K -$3.33K -25 -1%
TA
798
TCG Advisors
Texas
$343K +$326K +2,451 New
CAM
799
Carret Asset Management
New York
$341K -$168K -1,266 -34%
PIA
800
Pinion Investment Advisors
Kansas
$341K +$16K +120 +5%
30 31
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