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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ADBIC
776
A.D. Beadell Investment Counsel
Wisconsin
$2.32M – – –
SAM
777
Shikiar Asset Management
New York
$2.32M -$1.23M -4,205 -36%
JWCA
778
J.W. Cole Advisors
Florida
$2.32M +$85.1K +291 +3%
AWM
779
Aries Wealth Management
Maine
$2.32M -$4.97K -17 -0.2%
BC
780
Burney Company
Virginia
$2.31M -$83.3K -285 -4%
EWA
781
EverSource Wealth Advisors
Alabama
$2.27M +$506K +1,729 +31%
BP
782
Ballentine Partners
Massachusetts
$2.27M +$158K +541 +8%
TCA
783
Transcend Capital Advisors
New Jersey
$2.26M +$418K +1,430 +25%
MIC
784
Meridian Investment Counsel
California
$2.25M – – –
DTC
785
Davidson Trust Company
Washington
$2.24M -$162K -553 -7%
NFG
786
Nations Financial Group
Iowa
$2.24M +$123K +419 +6%
USCWA
787
U.S. Capital Wealth Advisors
Texas
$2.22M -$117K -399 -5%
CW
788
CrossGen Wealth
North Carolina
$2.22M +$2.08M +7,101 New
BHC
789
Bowen Hanes & Co
Florida
$2.21M -$409K -1,400 -16%
AO
790
Advisor OS
Illinois
$2.21M +$7.02K +24 +0.3%
NRS
791
Neville Rodie & Shaw
New York
$2.21M -$23.4K -80 -1%
BIG
792
Brooklyn Investment Group
New York
$2.2M +$674K +2,305 +49%
DAS
793
Dynamic Advisor Solutions
Arizona
$2.2M -$330K -1,130 -14%
CHAM
794
Clear Harbor Asset Management
Connecticut
$2.18M +$12.3K +42 +0.6%
FNT
795
First National Trust
Pennsylvania
$2.17M +$26.9K +92 +1%
EB
796
Eastern Bank
Massachusetts
$2.17M +$359K +1,227 +21%
OAM
797
Ostrum Asset Management
France
$2.16M -$1.83M -6,272 -47%
RBI
798
Raiffeisen Bank International
Austria
$2.16M -$85.1K -291 -4%
S
799
SimplyRich
California
$2.15M -$14K -48 -0.7%
PIM
800
Plato Investment Management
Australia
$2.14M – – –
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