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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
776
Venture Visionary Partners
Ohio
$522K +$513K +3,355 New
PFBT
777
Parkside Financial Bank & Trust
Missouri
$519K +$1.22K +8 +0.2%
HI
778
Horizon Investments
North Carolina
$513K +$190K +1,241 +60%
MMPW
779
Mitchell McLeod Pugh & Williams
Alabama
$512K -$2.29K -15 -0.5%
RMC
780
Resources Management Corp
Connecticut
$512K +$174K +1,139 +53%
MF
781
Magnetar Financial
Illinois
$512K +$503K +3,290 New
PP
782
Patten & Patten
Tennessee
$506K +$1.07K +7 +0.2%
PWPS
783
Pinnacle Wealth Planning Services
Ohio
$502K +$55.2K +361 +13%
HSA
784
HBK Sorce Advisory
Pennsylvania
$501K +$82.5K +539 +20%
GIA
785
Guyasuta Investment Advisors
Pennsylvania
$500K – – –
ST
786
Spinnaker Trust
Maine
$496K -$3.98K -26 -0.8%
MFW
787
Meristem Family Wealth
Minnesota
$493K +$6.43K +42 +1%
ACP
788
Ashfield Capital Partners
California
$486K – – –
HH
789
Hilltop Holdings
Texas
$486K +$22.6K +148 +5%
VC
790
Vicus Capital
Pennsylvania
$485K -$32.4K -212 -6%
BIAS
791
Beacon Investment Advisory Services
New Jersey
$485K – – –
BOPW
792
Brandywine Oak Private Wealth
Pennsylvania
$485K +$11K +72 +2%
AF
793
Advisornet Financial
Minnesota
$476K -$63.2K -413 -12%
HC
794
Henshaw Capital
Massachusetts
$475K +$2.29K +15 +0.5%
IC
795
Inscription Capital
Texas
$475K -$10.9K -71 -2%
AFM
796
Abbot Financial Management
Massachusetts
$475K +$22.6K +148 +5%
SC
797
Savant Capital
Illinois
$471K +$14.5K +95 +3%
PTC
798
Provident Trust Company
Wisconsin
$467K – – –
AAM
799
Aureus Asset Management
Massachusetts
$466K – – –
EP
800
EPIQ Partners
Minnesota
$463K +$455K +2,972 New
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