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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
851
Delpha Capital Management
New York
$256K +$271K +1,873 New
FANJ
852
Financial Architects (New Jersey)
New Jersey
$255K -$93.1K -643 -26%
CAG
853
Csenge Advisory Group
Florida
$255K +$270K +1,861 New
BHIA
854
Birch Hill Investment Advisors
Massachusetts
$255K +$271K +1,868 New
CG
855
Colony Group
Massachusetts
$253K -$533K -3,682 -67%
CP
856
Castleview Partners
Texas
$251K +$266K +1,835 New
RRAM
857
River Road Asset Management
Kentucky
$251K +$266K +1,838 New
DI
858
Diligent Investors
California
$249K -$11.6K -80 -4%
LWAC
859
Laurel Wealth Advisors (California)
California
$248K -$23K -159 -8%
CAM
860
CenterStar Asset Management
Illinois
$248K – – –
RCAG
861
Rehmann Capital Advisory Group
Michigan
$247K -$15.5K -107 -6%
DWT
862
Dorsey & Whitney Trust
South Dakota
$246K -$62.6K -432 -19%
SFG
863
SevenBridge Financial Group
Pennsylvania
$246K – – –
WWM
864
Willingdon Wealth Management
North Carolina
$246K +$222K +1,532 +578%
SCM
865
Stonebridge Capital Management
California
$245K – – –
WAP
866
Wealthcare Advisory Partners
Pennsylvania
$244K -$18K -124 -6%
PGA
867
Premia Global Advisors
Florida
$244K – – –
TA
868
Tiedemann Advisors
New York
$243K -$27.5K -190 -10%
LNC
869
Lincoln National Corp
Pennsylvania
$242K -$205K -1,415 -44%
FA
870
FCG Advisors
New Jersey
$240K +$3.48K +24 +1%
IP
871
Investment Partners
Ohio
$240K +$27.2K +188 +12%
DAS
872
Dynamic Advisor Solutions
Arizona
$239K +$253K +1,748 New
MC
873
Miles Capital
Iowa
$234K +$41.4K +286 +20%
AWM
874
AE Wealth Management
Kansas
$231K -$23.6K -163 -9%
OWD
875
Osborn Williams & Donohoe
Ohio
$231K -$1.45K -10 -0.6%
33 34
35
36 37