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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
851
Lincoln National Corp
Pennsylvania
$243K +$1.42K +11 +0.6%
GWM
852
Geneos Wealth Management
Colorado
$243K +$158K +1,220 +196%
WWM
853
Western Wealth Management
Colorado
$243K +$244K +1,889 New
FMLI
854
Fukoku Mutual Life Insurance
Japan
$241K -$129K -1,000 -35%
GAM
855
Griffin Asset Management
New York
$239K – – –
PL
856
Plancorp LLC
Missouri
$237K -$7.75K -60 -3%
CC
857
Courier Capital
New York
$237K – – –
PL
858
Perpetual Ltd
Australia
$236K – – –
SCM
859
Stonebridge Capital Management
California
$236K – – –
CSIC
860
Clifford Swan Investment Counsel
California
$235K – – –
CL
861
CPWM LLC
Washington
$235K +$8.4K +65 +4%
HR
862
Hayden Royal
North Carolina
$235K +$235K +1,821 New
FANJ
863
Financial Architects (New Jersey)
New Jersey
$233K -$41.9K -324 -15%
JA
864
JOYN Advisors
Georgia
$231K -$17.4K -135 -7%
WPW
865
Waldron Private Wealth
Pennsylvania
$231K +$31.3K +242 +16%
SS
866
Simplicity Solutions
Minnesota
$230K -$74.7K -578 -25%
IP
867
Investment Partners
Ohio
$230K +$230K +1,781 New
BOPW
868
Brandywine Oak Private Wealth
Pennsylvania
$227K +$227K +1,759 New
WWM
869
Willingdon Wealth Management
North Carolina
$225K -$3.49K -27 -2%
OC
870
Oakworth Capital
Alabama
$223K -$66.3K -513 -23%
SPC
871
Sigma Planning Corp
Michigan
$221K -$5.17K -40 -2%
SAM
872
Steinberg Asset Management
New York
$220K – – –
AIC
873
Ameritas Investment Company
Nebraska
$219K +$219K +1,692 New
TBA
874
Tower Bridge Advisors
Pennsylvania
$219K – – –
WIA
875
Wealthstreet Investment Advisors
Texas
$218K -$59.6K -461 -22%
33 34
35
36 37