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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
826
ClariVest Asset Management
California
$44K +$689 +6 +2%
GXMC
827
Global X Management Company
New York
$38K +$37.1K +323 New
SWA
828
Sutton Wealth Advisors
Florida
$35.9K +$34.6K +301 New
GWM
829
Gupta Wealth Management
California
$35K +$10.8K +94 +46%
PIM
830
Parasol Investment Management
Illinois
$34K +$24.7K +215 +307%
DAM
831
Delta Asset Management
Tennessee
$34K +$32.4K +282 New
HPBT
832
High Point Bank & Trust
North Carolina
$33K +$34.5K +300 New
CA
833
CapWealth Advisors
Tennessee
$32K +$31K +270 New
OC
834
Oakworth Capital
Alabama
$30K – – –
SFG
835
Sage Financial Group
Pennsylvania
$30K – – –
TWMP
836
Taylor Wealth Management Partners
Massachusetts
$30K – – –
MCA
837
Mercer Capital Advisers
New Jersey
$30K +$20.7K +180 +243%
RFWA
838
RPg Family Wealth Advisory
Massachusetts
$29.9K +$28.8K +251 New
TJHA
839
Thomas J. Herzfeld Advisors
Florida
$29K -$4.94K -43 -15%
BAM
840
Bruderman Asset Management
New York
$29K +$27.6K +240 New
TIM
841
Tortoise Investment Management
New York
$29K +$28.3K +246 New
ATC
842
Adirondack Trust Company
New York
$26K – – –
CYG
843
Clean Yield Group
Vermont
$26K +$25.2K +219 New
AP
844
Atwood & Palmer
Missouri
$25K – – –
DPA
845
Delphi Private Advisors
California
$25K +$23.4K +204 +2,550%
AWMS
846
Advocacy Wealth Management Services
Georgia
$23K +$10.5K +91 +91%
FPTW
847
Franklin, Parlapiano, Turner & Welch
Texas
$22K – – –
PFSC
848
Peoples Financial Services Corp
Pennsylvania
$22K +$21.5K +187 New
CPIG
849
Chicago Partners Investment Group
Illinois
$21K +$20.7K +180 New
OSNBOA
850
Old Second National Bank of Aurora
Illinois
$21K +$20.7K +180 New
32 33
34
35 36