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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
826
Essex Savings Bank
Connecticut
$344K +$141K +978 +72%
VFA
827
Valeo Financial Advisors
Indiana
$343K -$41.6K -288 -11%
LIA
828
LSP Investment Advisors
New York
$342K – – –
BHWM
829
Bar Harbor Wealth Management
New Hampshire
$341K – – –
GAM
830
Griffin Asset Management
New York
$341K +$83K +575 +33%
WPSG
831
Wealth & Pension Services Group
Georgia
$340K +$12.6K +87 +4%
MMG
832
Monetary Management Group
Missouri
$335K – – –
PCA
833
Peddock Capital Advisors
Massachusetts
$335K – – –
BMCM
834
Bryn Mawr Capital Management
Pennsylvania
$333K -$24.3K -168 -7%
SC
835
Searle & Co
Connecticut
$333K – – –
BCP
836
Berkeley Capital Partners
Georgia
$328K -$11.4K -79 -3%
MMHP
837
Murphy Middleton Hinkle & Parker
Georgia
$326K – – –
BI
838
Ballast Inc
Kentucky
$324K -$144 -1 -0%
1SB
839
1ST Source Bank
Indiana
$324K – – –
LNC
840
Lincoln National Corp
Pennsylvania
$321K +$1.59K +11 +0.5%
BAC
841
Boys Arnold & Co
North Carolina
$321K +$68.6K +475 +28%
DAS
842
Dynamic Advisor Solutions
Arizona
$317K -$83.6K -579 -21%
S
843
Surevest
California
$314K -$840K -5,819 -73%
TAM
844
Trillium Asset Management
Massachusetts
$311K -$1.82M -12,582 -86%
BFM
845
Boston Financial Management
Massachusetts
$309K -$317K -2,194 -51%
FMTC
846
Farmers & Merchants Trust Company
California
$309K – – –
RA
847
RFG Advisory
Alabama
$307K +$303K +2,101 New
CWS
848
Cypress Wealth Services
California
$305K +$39.6K +274 +15%
PP
849
Prudential plc
United Kingdom
$301K -$25.6K -177 -8%
SFG
850
Summit Financial Group
West Virginia
$301K -$17.3K -120 -6%
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35 36