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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
801
Clarius Group LLC
Washington
$464K +$11.9K +72 +3%
BWM
802
Buckley Wealth Management
Nevada
$460K +$10.8K +65 +2%
IWC
803
Integrated Wealth Concepts
Massachusetts
$457K +$26.4K +159 +6%
CFG
804
Citizens Financial Group
Rhode Island
$454K +$31.5K +190 +7%
DMBA
805
Deseret Mutual Benefit Administrators
Utah
$451K +$470K +2,835 New
GWM
806
GSB Wealth Management
Connecticut
$448K +$663 +4 +0.1%
SC
807
Saturna Capital
Washington
$447K – – –
WG
808
Welch Group
Alabama
$446K +$21.5K +130 +5%
FCCM
809
First City Capital Management
Georgia
$444K -$19.1K -115 -4%
HI
810
Horizon Investments
North Carolina
$444K +$12.1K +73 +3%
TIA
811
Traphagen Investment Advisors
New Jersey
$441K +$331 +2 +0.1%
BAM
812
Boyar Asset Management
New York
$440K +$38.9K +235 +9%
BPA
813
Beacon Pointe Advisors
California
$440K +$189K +1,142 +70%
WPW
814
Waldron Private Wealth
Pennsylvania
$433K +$450K +2,713 New
BTWM
815
Baker Tilly Wealth Management
Wisconsin
$431K -$113K -684 -20%
BSA
816
Bull Street Advisors
Georgia
$431K -$6.63K -40 -1%
BBI
817
Baxter Bros Inc
Connecticut
$431K +$1.82K +11 +0.4%
APA
818
American Portfolios Advisors
New York
$430K +$84.2K +508 +23%
APWM
819
Atlas Private Wealth Management
New York
$429K +$68.1K +411 +18%
ST
820
Spinnaker Trust
Maine
$428K – – –
EHC
821
Everett Harris & Co
California
$426K -$57.2K -345 -11%
QCG
822
Quadrant Capital Group
Ohio
$419K -$4.64K -28 -1%
AG
823
Algert Global
California
$416K +$434K +2,616 New
SWA
824
Stratos Wealth Advisors
Ohio
$415K +$433K +2,611 New
PFBT
825
Parkside Financial Bank & Trust
Missouri
$408K +$10.9K +66 +3%
31 32
33
34 35