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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
851
Atlas Capital Advisors
Wyoming
$369K +$376K +2,336 New
IWA
852
Intercontinental Wealth Advisors
Texas
$369K +$8.86K +55 +2%
APWM
853
Atlas Private Wealth Management
New York
$362K +$70.7K +439 +24%
EWA
854
EP Wealth Advisors
California
$362K +$369K +2,289 New
RCAG
855
Rehmann Capital Advisory Group
Michigan
$362K +$41.9K +260 +13%
TNB
856
TCF National Bank
South Dakota
$360K +$40.3K +250 +12%
PCA
857
Peddock Capital Advisors
Massachusetts
$359K – – –
PCP
858
Proficio Capital Partners
Massachusetts
$357K +$364K +2,258 New
TI
859
Tidal Investments
Wisconsin
$356K +$84.6K +525 +30%
GAM
860
Griffin Asset Management
New York
$355K -$363K -2,250 -50%
PCM
861
Pointe Capital Management
Michigan
$354K +$4.67K +29 +1%
RPC
862
Rossmore Private Capital
Connecticut
$354K +$5.32K +33 +1%
FANJ
863
Financial Architects (New Jersey)
New Jersey
$350K – – –
AAM
864
Aureus Asset Management
Massachusetts
$350K +$35.1K +218 +11%
S
865
SignatureFD
Georgia
$349K -$12.1K -75 -3%
HCM
866
HMS Capital Management
Tennessee
$348K +$113K +704 +47%
APA
867
American Portfolios Advisors
New York
$347K +$38.3K +238 +12%
DI
868
DAGCO Inc
Ohio
$347K – – –
DP
869
Dearborn Partners
Illinois
$346K -$102K -635 -22%
AP
870
Appleton Partners
Massachusetts
$344K -$65.3K -405 -16%
1SB
871
1ST Source Bank
Indiana
$343K – – –
MMHP
872
Murphy Middleton Hinkle & Parker
Georgia
$343K – – –
PP
873
Patten & Patten
Tennessee
$336K +$3.54K +22 +1%
WOC
874
West Oak Capital
California
$333K – – –
CIP
875
Convergence Investment Partners
Florida
$333K +$16.9K +105 +5%
33 34
35
36 37