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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
801
Orion Portfolio Solutions
Nebraska
$447K +$78K +484 +21%
BWM
802
Buckley Wealth Management
Nevada
$446K -$1.13K -7 -0.2%
SC
803
Saturna Capital
Washington
$444K +$161K +1,000 +55%
GWM
804
GSB Wealth Management
Connecticut
$444K +$453K +2,813 New
NAMP
805
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$441K -$6.77K -42 -1%
EA
806
Emerald Advisors
Washington
$440K -$92.8K -576 -17%
TIA
807
Traphagen Investment Advisors
New Jersey
$438K -$4.03K -25 -0.9%
BSA
808
Bull Street Advisors
Georgia
$434K +$3.54K +22 +0.8%
HI
809
Horizon Investments
North Carolina
$430K -$126K -783 -22%
WIC
810
Whitegate Investment Counselors
New Hampshire
$430K -$16.1K -100 -4%
IWC
811
Integrated Wealth Concepts
Massachusetts
$429K -$7.57K -47 -2%
CA
812
Cetera Advisors
Colorado
$429K +$75.6K +469 +21%
BBI
813
Baxter Bros Inc
Connecticut
$427K -$45.1K -280 -9%
ST
814
Spinnaker Trust
Maine
$424K – – –
SFS
815
Sowell Financial Services
Arkansas
$423K -$218K -1,352 -36%
MFW
816
Meristem Family Wealth
Minnesota
$423K – – –
WG
817
Welch Group
Alabama
$423K – – –
CFG
818
Citizens Financial Group
Rhode Island
$423K +$39.5K +245 +10%
FCCM
819
First City Capital Management
Georgia
$422K -$3.54K -22 -0.9%
TAL
820
TIG Advisors LLC
New York
$422K +$431K +2,674 New
QCG
821
Quadrant Capital Group
Ohio
$421K +$177K +1,098 +70%
BI
822
Ballast Inc
Kentucky
$419K +$23.8K +148 +6%
EWA
823
Encompass Wealth Advisors
Oregon
$415K -$107K -662 -22%
GAM
824
Gotham Asset Management
New York
$414K +$422K +2,620 New
VC
825
Vicus Capital
Pennsylvania
$407K +$5.64K +35 +1%
31 32
33
34 35