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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPSG
801
Princeton Portfolio Strategies Group
New Jersey
$425K – – –
RE
802
RBC Europe
United Kingdom
$422K – – –
GJIC
803
Gamble Jones Investment Counsel
California
$421K -$305K -1,970 -43%
MRCM
804
M&R Capital Management
New Jersey
$421K – – –
SXL
805
Summit X LLC
Missouri
$419K +$4.64K +30 +1%
PCM
806
Pointe Capital Management
Michigan
$418K – – –
SYBT
807
Stock Yards Bank & Trust
Kentucky
$416K -$37.1K -240 -9%
MSS
808
Mitchell Sinkler & Starr
Pennsylvania
$411K -$13.9K -90 -3%
CWM
809
Calamos Wealth Management
Illinois
$410K +$9.59K +62 +3%
TA
810
TCG Advisors
Texas
$407K +$10.7K +69 +3%
CAM
811
Carret Asset Management
New York
$406K +$21.5K +139 +6%
AWM
812
Affinity Wealth Management
Delaware
$405K -$34.4K -222 -8%
SWM
813
SeaCrest Wealth Management
New York
$402K -$33K -213 -8%
BWM
814
BerganKDV Wealth Management
Minnesota
$402K +$2.48K +16 +0.6%
WOC
815
West Oak Capital
California
$401K – – –
WPSG
816
Wealth & Pension Services Group
Georgia
$400K +$26.8K +173 +8%
ACM
817
Alta Capital Management
Utah
$393K – – –
RA
818
RFG Advisory
Alabama
$393K +$51.4K +332 +16%
CIA
819
Capital Investment Advisors
Georgia
$391K – – –
CCMD
820
Cypress Capital Management (Delaware)
Delaware
$391K – – –
VFA
821
Valeo Financial Advisors
Indiana
$387K +$10.4K +67 +3%
BHWM
822
Bar Harbor Wealth Management
New Hampshire
$387K +$13.5K +87 +4%
VWM
823
Venturi Wealth Management
Texas
$384K -$5.11K -33 -1%
MMG
824
Monetary Management Group
Missouri
$379K +$11.6K +75 +3%
TC
825
TownSquare Capital
Utah
$378K -$38.5K -249 -9%
31 32
33
34 35