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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
P
826
Pitcairn
Pennsylvania
$374K -$102K -662 -22%
PMG
827
ProVise Management Group
Florida
$374K +$359K +2,318 New
LSAG
828
Lake Street Advisors Group
New Hampshire
$372K -$19K -123 -4%
PCA
829
Peddock Capital Advisors
Massachusetts
$367K – – –
FPCG
830
Fort Pitt Capital Group
Pennsylvania
$364K -$14.4K -93 -4%
PAIM
831
Punch & Associates Investment Management
Minnesota
$363K +$348K +2,251 New
BI
832
Ballast Inc
Kentucky
$360K +$4.8K +31 +1%
CWA
833
Clarus Wealth Advisors
Arizona
$360K +$174K +1,122 +101%
MMHP
834
Murphy Middleton Hinkle & Parker
Georgia
$358K – – –
BCP
835
Berkeley Capital Partners
Georgia
$355K -$4.02K -26 -1%
1SB
836
1ST Source Bank
Indiana
$355K – – –
SC
837
Searle & Co
Connecticut
$353K -$11.6K -75 -3%
RI
838
Ridgewood Investments
New Jersey
$347K -$333K -2,149 -50%
RMC
839
Resources Management Corp
Connecticut
$347K +$332K +2,148 New
ACM
840
AlphaCrest Capital Management
New York
$346K -$1.21M -7,788 -78%
WPW
841
Waldron Private Wealth
Pennsylvania
$346K +$83.6K +540 +34%
CIAS
842
Capital Investment Advisory Services
North Carolina
$342K -$66.2K -428 -17%
WWM
843
Windsor Wealth Management
Indiana
$342K -$23.2K -150 -6%
KA
844
Kovack Advisors
Florida
$340K +$69.9K +452 +27%
FMTC
845
Farmers & Merchants Trust Company
California
$339K – – –
BFM
846
Boston Financial Management
Massachusetts
$339K +$774 +5 +0.2%
MA
847
Mutual Advisors
Nebraska
$336K -$112K -721 -26%
HI
848
Horizon Investments
North Carolina
$332K -$285K -1,840 -47%
JIC
849
Joel Isaacson & Co
New York
$332K -$123K -798 -28%
WA
850
Wambolt & Associates
Colorado
$331K +$4.64K +30 +1%
32 33
34
35 36