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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
826
Intercontinental Wealth Advisors
Texas
$272K +$349K +2,436 New
ACM
827
Allred Capital Management
Texas
$271K -$54.6K -381 -14%
BWM
828
BerganKDV Wealth Management
Minnesota
$270K -$9.61K -67 -3%
CCMD
829
Cypress Capital Management (Delaware)
Delaware
$270K – – –
PP
830
Paloma Partners
Connecticut
$268K -$874K -6,094 -72%
HSA
831
HBK Sorce Advisory
Pennsylvania
$268K -$117K -813 -25%
BOPW
832
Brandywine Oak Private Wealth
Pennsylvania
$263K -$109K -760 -24%
HS
833
Haafor (Singapore)
Singapore
$263K +$337K +2,352 New
MCA
834
Magnolia Capital Advisors
Mississippi
$260K +$24.2K +169 +8%
CT
835
Columbia Trust
Oregon
$258K +$1.29K +9 +0.4%
TIA
836
Traphagen Investment Advisors
New Jersey
$257K – – –
P
837
Pitcairn
Pennsylvania
$257K +$3.15K +22 +1%
CIAS
838
Capital Investment Advisory Services
North Carolina
$257K +$4.16K +29 +1%
BSW
839
Buckingham Strategic Wealth
Missouri
$256K -$84K -586 -20%
IIC
840
Ironwood Investment Counsel
Arizona
$255K +$328K +2,286 New
PCA
841
Peddock Capital Advisors
Massachusetts
$254K – – –
TFS
842
Thoroughbred Financial Services
Tennessee
$252K -$80.6K -562 -20%
CT
843
Cambridge Trust
Massachusetts
$252K +$50K +349 +18%
RCAG
844
Rehmann Capital Advisory Group
Michigan
$252K +$323K +2,253 New
SYBT
845
Stock Yards Bank & Trust
Kentucky
$251K – – –
FANJ
846
Financial Architects (New Jersey)
New Jersey
$250K +$110K +765 +52%
MMHP
847
Murphy Middleton Hinkle & Parker
Georgia
$248K – – –
CWM
848
Calamos Wealth Management
Illinois
$247K -$33.1K -231 -9%
WA
849
Wambolt & Associates
Colorado
$247K +$5.59K +39 +2%
WP
850
WealthSource Partners
California
$243K -$12.6K -88 -4%
32 33
34
35 36