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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
826
West Oak Capital
California
$245K – – –
HFG
827
Heron Financial Group
New York
$244K +$30.1K +240 +13%
MCA
828
Magnolia Capital Advisors
Mississippi
$242K -$1.63K -13 -0.6%
CC
829
Courier Capital
New York
$242K – – –
PAM
830
Premier Asset Management
Illinois
$242K +$262K +2,084 New
HL
831
HeadInvest LLC
Maine
$240K -$188K -1,494 -42%
EGA
832
E&G Advisors
Texas
$239K -$5.78K -46 -2%
ACM
833
Allred Capital Management
Texas
$239K +$13.9K +111 +6%
PA
834
Parallel Advisors
California
$239K +$30K +239 +13%
IAIM
835
International Assets Investment Management
Florida
$237K -$126 -1 -0%
S
836
SignatureFD
Georgia
$236K +$502 +4 +0.2%
CAM
837
Carret Asset Management
New York
$234K – – –
RCAG
838
Rehmann Capital Advisory Group
Michigan
$234K +$5.53K +44 +2%
MAM
839
Morse Asset Management
Connecticut
$232K – – –
JIC
840
Joel Isaacson & Co
New York
$227K -$1K -8 -0.4%
GCP
841
GSA Capital Partners
United Kingdom
$227K +$245K +1,951 New
APA
842
American Portfolios Advisors
New York
$225K +$10.8K +86 +5%
P
843
Pitcairn
Pennsylvania
$225K +$1.26K +10 +0.5%
HCP
844
Holt Capital Partners
Texas
$223K -$75.9K -604 -24%
BBA
845
BLB&B Advisors
Pennsylvania
$221K -$160K -1,276 -40%
SC
846
Savant Capital
Illinois
$221K -$34.2K -272 -12%
BIAS
847
Beacon Investment Advisory Services
New Jersey
$220K -$33.3K -265 -12%
AT
848
Arden Trust
Delaware
$219K – – –
AAM
849
Aureus Asset Management
Massachusetts
$217K – – –
IC
850
Inscription Capital
Texas
$215K -$124K -988 -35%
32 33
34
35 36