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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
776
Lakeside Advisors
Washington
$999K – – –
WB
777
Webster Bank
Connecticut
$993K -$5.2K -25 -0.6%
OWP
778
Obermeyer Wealth Partners
Colorado
$993K – – –
BIM
779
Baldwin Investment Management
Pennsylvania
$989K -$10.4K -50 -1%
TCA
780
Transcend Capital Advisors
New Jersey
$981K -$26.4K -127 -3%
SCM
781
Silvant Capital Management
Georgia
$978K -$197K -947 -18%
KWM
782
Kingsview Wealth Management
Oregon
$976K -$83.6K -402 -8%
SYBT
783
Stock Yards Bank & Trust
Kentucky
$976K +$67.6K +325 +8%
RIM
784
Regent Investment Management
Kentucky
$974K -$23.1K -111 -2%
ACL
785
Applied Capital LLC
Florida
$972K +$916K +4,405 New
RC
786
Roundview Capital
New Jersey
$969K +$9.57K +46 +1%
AG
787
Ascent Group
Virginia
$966K +$141K +678 +18%
VCM
788
Vigilant Capital Management
Maine
$959K – – –
QCM
789
Quantinno Capital Management
New York
$954K +$362K +1,738 +67%
RWM
790
Ritholtz Wealth Management
New York
$951K -$638K -3,067 -42%
RWB
791
RMR Wealth Builders
New Jersey
$950K -$40.4K -194 -4%
MSCM
792
McElhenny Sheffield Capital Management
Texas
$944K +$893K +4,291 New
BBHC
793
Brown Brothers Harriman & Co
New York
$942K +$99.2K +477 +13%
CPR
794
CSU Producer Resources
Ohio
$929K – – –
MFG
795
Monte Financial Group
Connecticut
$929K +$54.1K +260 +7%
LSPW
796
Lake Street Private Wealth
Illinois
$921K +$423K +2,032 +95%
BCP
797
Blackhawk Capital Partners
Wisconsin
$921K -$112K -540 -11%
DJSG
798
D.J. St. Germain
Massachusetts
$918K +$725K +3,484 +3%
CI
799
Conning Inc
Connecticut
$914K -$3.33K -16 -0.4%
EFS
800
Essex Financial Services
Connecticut
$912K -$1.66K -8 -0.2%
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