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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BTNA
801
Bremer Trust National Association
Minnesota
$290K -$19.8K -137 -6%
CCM
802
Cribstone Capital Management
Maine
$288K -$31.8K -220 -10%
LIM
803
Leavell Investment Management
Alabama
$288K – – –
EDRH
804
Edmond de Rothschild Holding
Switzerland
$285K +$289K +2,000 New
MSR
805
Main Street Research
Connecticut
$284K -$114K -785 -28%
AIM
806
Allen Investment Management
New York
$284K +$288K +1,993 New
CG
807
Colony Group
Massachusetts
$283K -$22.1K -153 -7%
LNC
808
Lincoln National Corp
Pennsylvania
$282K +$41.2K +285 +17%
GCA
809
Gideon Capital Advisors
New York
$282K +$287K +1,980 New
CPA
810
Capital Planning Advisors
California
$281K +$22.9K +158 +9%
ACH
811
ArrowMark Colorado Holdings
Colorado
$278K – – –
SFG
812
SevenBridge Financial Group
Pennsylvania
$278K – – –
NIMC
813
NWQ Investment Management Company
California
$277K -$6.8K -47 -2%
RI
814
Ridgewood Investments
New Jersey
$277K -$4.05K -28 -1%
KCPG
815
Kavar Capital Partners Group
Kansas
$277K – – –
RRAM
816
River Road Asset Management
Kentucky
$277K +$69.2K +478 +33%
DI
817
Diligent Investors
California
$276K – – –
PL
818
Plancorp LLC
Missouri
$273K -$434 -3 -0.2%
AHB
819
Abner Herrman & Brock
New Jersey
$270K – – –
AIM
820
Aspen Investment Management
Michigan
$269K – – –
GAM
821
Griffin Asset Management
New York
$268K +$272K +1,877 New
FANJ
822
Financial Architects (New Jersey)
New Jersey
$263K -$78.7K -544 -23%
BHIA
823
Birch Hill Investment Advisors
Massachusetts
$262K – – –
CYG
824
Clean Yield Group
Vermont
$262K – – –
SCM
825
Stonebridge Capital Management
California
$260K – – –
31 32
33
34 35