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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
801
Bryn Mawr Capital Management
Pennsylvania
$340K -$16.1K -121 -5%
CCMD
802
Cypress Capital Management (Delaware)
Delaware
$339K – – –
WWM
803
Windsor Wealth Management
Indiana
$339K +$116K +874 +56%
SW
804
SlateStone Wealth
Florida
$337K +$320K +2,405 New
VWM
805
Venturi Wealth Management
Texas
$330K -$26.3K -198 -8%
FPCG
806
Fort Pitt Capital Group
Pennsylvania
$328K – – –
NA
807
NewEdge Advisors
Louisiana
$327K -$83.8K -630 -21%
P
808
Pitcairn
Pennsylvania
$327K -$63.5K -477 -17%
LIA
809
LSP Investment Advisors
New York
$325K – – –
BHWM
810
Bar Harbor Wealth Management
New Hampshire
$324K – – –
BCP
811
Berkeley Capital Partners
Georgia
$323K +$1.2K +9 +0.4%
PWPS
812
Pinnacle Wealth Planning Services
Ohio
$320K -$21.3K -160 -7%
MMG
813
Monetary Management Group
Missouri
$319K +$9.98K +75 +3%
PCA
814
Peddock Capital Advisors
Massachusetts
$318K – – –
SC
815
Searle & Co
Connecticut
$317K – – –
PGA
816
Premia Global Advisors
Florida
$313K +$297K +2,235 New
NIM
817
Northeast Investment Management
Massachusetts
$312K -$94.8K -713 -24%
PP
818
Prudential plc
United Kingdom
$312K – – –
WPSG
819
Wealth & Pension Services Group
Georgia
$311K -$27.8K -209 -9%
MMHP
820
Murphy Middleton Hinkle & Parker
Georgia
$310K – – –
1SB
821
1ST Source Bank
Indiana
$308K -$2.93K -22 -1%
FSC
822
Full Sail Capital
Oklahoma
$306K -$254K -1,907 -47%
BI
823
Ballast Inc
Kentucky
$306K +$27.7K +208 +10%
LNC
824
Lincoln National Corp
Pennsylvania
$304K +$38.3K +288 +15%
SFG
825
Summit Financial Group
West Virginia
$303K – – –
31 32
33
34 35