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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
851
Blackhawk Capital Partners
Wisconsin
$731K -$86.4K -411 -10%
CTA
852
Chesley Taft & Associates
Illinois
$730K +$20.8K +99 +3%
I
853
InceptionR
California
$723K +$104K +493 +15%
EP
854
EPIQ Partners
Minnesota
$721K – – –
SL
855
Sentry LLC
Tennessee
$719K +$778K +3,701 New
MW
856
Marcum Wealth
Ohio
$717K -$14.5K -69 -2%
CCA
857
Checchi Capital Advisers
California
$717K -$2.31K -11 -0.3%
PWM
858
Perigon Wealth Management
California
$716K +$62.4K +297 +9%
WC
859
Westhampton Capital
North Carolina
$716K +$153K +730 +25%
SCA
860
Sippican Capital Advisors
Massachusetts
$711K -$25.2K -120 -3%
GIA
861
Guyasuta Investment Advisors
Pennsylvania
$710K – – –
DDC
862
DF Dent & Co
Maryland
$705K – – –
GCM
863
GoodHaven Capital Management
New Jersey
$704K – – –
AWM
864
Avior Wealth Management
Nebraska
$704K +$76.3K +363 +11%
BHA
865
Beech Hill Advisors
New York
$701K – – –
KFS
866
Kurt F. Somerville
$699K -$42K -200 -5%
CIM
867
CIM Investment Management
Pennsylvania
$694K +$37.6K +179 +5%
KCM
868
KRS Capital Management
Michigan
$690K +$747K +3,554 New
MG
869
Mather Group
Illinois
$687K -$12.3M -58,534 -94%
NL
870
NVWM LLC
Pennsylvania
$682K +$735K +3,496 New
AAS
871
Ameritas Advisory Services
Nebraska
$681K -$622K -2,958 -46%
JF
872
Jump Financial
Illinois
$680K +$433K +2,060 +143%
PA
873
Parallel Advisors
California
$674K -$33.4K -159 -4%
ECM
874
Evergreen Capital Management
Washington
$672K +$81.8K +389 +13%
TCM
875
Tributary Capital Management
Nebraska
$672K +$35.7K +170 +5%
33 34
35
36 37