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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
STMM
801
South Texas Money Management
Texas
$383K – – –
PCM
802
Pointe Capital Management
Michigan
$381K – – –
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$380K – – –
HSA
804
HBK Sorce Advisory
Pennsylvania
$379K -$433 -3 -0.1%
CIAS
805
Capital Investment Advisory Services
North Carolina
$377K +$359K +2,489 +4,148%
MAM
806
Morse Asset Management
Connecticut
$376K -$28.9K -200 -7%
BCM
807
Becker Capital Management
Oregon
$374K -$8.66K -60 -2%
KCPG
808
Kavar Capital Partners Group
Kansas
$374K – – –
WAM
809
Wealthspire Advisors (Maryland)
Maryland
$372K -$66.3K -459 -15%
ACM
810
Allred Capital Management
Texas
$368K -$2.17K -15 -0.6%
WOC
811
West Oak Capital
California
$366K – – –
CWM
812
Calamos Wealth Management
Illinois
$365K -$38.3K -265 -10%
BWM
813
BerganKDV Wealth Management
Minnesota
$364K -$3.18K -22 -0.9%
TA
814
TCG Advisors
Texas
$364K – – –
IC
815
Intersect Capital
California
$363K +$355K +2,462 New
ACM
816
Alta Capital Management
Utah
$358K -$85.9K -595 -20%
CIA
817
Capital Investment Advisors
Georgia
$357K -$36.5K -253 -9%
SW
818
SlateStone Wealth
Florida
$357K +$2.31K +16 +0.7%
CCMD
819
Cypress Capital Management (Delaware)
Delaware
$356K – – –
NA
820
NewEdge Advisors
Louisiana
$356K +$12K +83 +4%
VWM
821
Venturi Wealth Management
Texas
$355K +$11K +76 +3%
CAM
822
Carret Asset Management
New York
$350K -$8.66K -60 -2%
PWPS
823
Pinnacle Wealth Planning Services
Ohio
$350K +$12.8K +89 +4%
FPCG
824
Fort Pitt Capital Group
Pennsylvania
$345K – – –
WWM
825
Windsor Wealth Management
Indiana
$344K -$13.3K -92 -4%
31 32
33
34 35