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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
776
Roundview Capital
New Jersey
$791K +$34.8K +183 +4%
GRP
777
Global Retirement Partners
California
$774K +$17.5K +92 +3%
CPR
778
CSU Producer Resources
Ohio
$766K – – –
PWS
779
Peterson Wealth Services
Utah
$762K +$221K +1,163 +38%
CI
780
Conning Inc
Connecticut
$757K -$90.2K -475 -10%
EFS
781
Essex Financial Services
Connecticut
$754K +$1.14K +6 +0.1%
WCA
782
Westover Capital Advisors
Delaware
$753K -$47.5K -250 -6%
CAM
783
Columbia Asset Management
Michigan
$749K -$56K -295 -7%
SYBT
784
Stock Yards Bank & Trust
Kentucky
$745K – – –
LWAM
785
Legacy Wealth Asset Management
Minnesota
$744K -$260K -1,367 -25%
FFWA
786
FRG Family Wealth Advisors
Washington
$741K – – –
MNBTD
787
Moody National Bank Trust Division
Texas
$732K – – –
FMAEN1
788
Fund Management at Engine No 1
California
$730K -$49.9K -263 -6%
EWA
789
EverSource Wealth Advisors
Alabama
$727K -$69.3K -365 -8%
CIC
790
Cornercap Investment Counsel
Georgia
$723K +$755K +3,976 New
FA
791
FC Advisory
Pennsylvania
$721K – – –
MA
792
Montag & Associates
Georgia
$719K – – –
DGAM
793
Desjardins Global Asset Management
Quebec, Canada
$719K +$6.46K +34 +0.9%
MFG
794
Monte Financial Group
Connecticut
$718K +$13.3K +70 +2%
MW
795
Marcum Wealth
Ohio
$718K +$44.4K +234 +6%
FAIM
796
Financial Advocates Investment Management
Washington
$718K +$545K +2,870 +69%
BPM
797
Bowling Portfolio Management
Ohio
$705K -$921K -4,849 -56%
JCM
798
Jacobi Capital Management
Pennsylvania
$701K -$22.2K -117 -3%
MBT
799
Montecito Bank & Trust
California
$701K -$5.7K -30 -0.8%
BOH
800
Bank of Hawaii
Hawaii
$701K -$5.32K -28 -0.7%
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