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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
851
Main Street Research
Connecticut
$291K – – –
SS
852
Simplicity Solutions
Minnesota
$290K +$34.1K +228 +13%
RI
853
Ridgewood Investments
New Jersey
$288K +$4.33K +29 +1%
LWAC
854
Laurel Wealth Advisors (California)
California
$288K +$295K +1,975 New
TA
855
Tiedemann Advisors
New York
$287K -$165K -1,102 -36%
ACH
856
ArrowMark Colorado Holdings
Colorado
$285K – – –
RCAG
857
Rehmann Capital Advisory Group
Michigan
$280K -$27.2K -182 -9%
PL
858
Plancorp LLC
Missouri
$279K -$448 -3 -0.2%
WAP
859
Wealthcare Advisory Partners
Pennsylvania
$279K +$34.8K +233 +14%
DI
860
Diligent Investors
California
$278K -$4.93K -33 -2%
AIM
861
Aspen Investment Management
Michigan
$275K – – –
CAM
862
CenterStar Asset Management
Illinois
$274K – – –
GAM
863
Griffin Asset Management
New York
$274K – – –
AWM
864
AE Wealth Management
Kansas
$271K +$32.6K +218 +13%
LFA
865
Legacy Financial Advisors
Kentucky
$269K +$275K +1,843 New
AHB
866
Abner Herrman & Brock
New Jersey
$268K -$8.96K -60 -3%
SCM
867
Stonebridge Capital Management
California
$266K – – –
BTNA
868
Bremer Trust National Association
Minnesota
$265K -$32.7K -219 -11%
OFW
869
Omnia Family Wealth
Florida
$264K +$43.8K +293 +20%
SFG
870
SevenBridge Financial Group
Pennsylvania
$263K -$22.3K -149 -8%
PGA
871
Premia Global Advisors
Florida
$260K +$267K +1,784 New
PL
872
Perpetual Ltd
Australia
$256K – – –
FCBT
873
First Citizens Bank & Trust
North Carolina
$255K -$82.2K -550 -24%
FA
874
FCG Advisors
New Jersey
$253K – – –
LCM
875
Logan Capital Management
Pennsylvania
$252K -$12K -80 -4%
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36 37