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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
851
Shikiar Asset Management
New York
$1.86M -$557K -1,735 -23%
CA
852
CSM Advisors
Pennsylvania
$1.85M -$63.2K -197 -3%
SCA
853
Sage Capital Advisors
South Dakota
$1.85M +$1.82M +5,665 New
BCP
854
Berkeley Capital Partners
Georgia
$1.84M +$1.04M +3,237 +134%
MYIA
855
Mount Yale Investment Advisors
Colorado
$1.83M +$962K +2,997 +115%
SLI
856
Sumitomo Life Insurance
Japan
$1.83M +$49.1K +153 +3%
JCM
857
Jacobi Capital Management
Pennsylvania
$1.82M +$16.4K +51 +0.9%
SC
858
Syon Capital
California
$1.82M +$78.3K +244 +5%
EFS
859
Essex Financial Services
Connecticut
$1.82M +$15.4K +48 +0.9%
GCM
860
Graham Capital Management
Connecticut
$1.8M +$1.77M +5,532 New
DWT
861
Dorsey & Whitney Trust
South Dakota
$1.8M -$60K -187 -3%
LCIP
862
Life Cycle Investment Partners
$1.8M +$1.77M +5,518 New
IA
863
Integrity Alliance
Iowa
$1.8M -$51.3K -160 -3%
FMB
864
Field & Main Bank
Kentucky
$1.79M -$13.5K -42 -0.8%
WPC
865
Wedmont Private Capital
Pennsylvania
$1.79M +$44.9K +140 +3%
RF
866
Roxbury Financial
New Jersey
$1.79M -$3.53K -11 -0.2%
GSEP
867
Golden State Equity Partners
California
$1.78M +$1.03M +3,202 +142%
MTIC
868
Missouri Trust & Investment Company
Missouri
$1.78M +$256K +799 +17%
EI
869
Ellevest Inc
New York
$1.77M +$48.1K +150 +3%
HCP
870
Holt Capital Partners
Texas
$1.76M -$11.2K -35 -0.6%
SC
871
Scotia Capital
Ontario, Canada
$1.76M +$10.9K +34 +0.6%
TWM
872
Trueblood Wealth Management
Ohio
$1.76M -$21.5K -67 -1%
IAA
873
Independent Advisor Alliance
North Carolina
$1.75M -$7.52M -23,449 -81%
CWM
874
Cordatus Wealth Management
Pennsylvania
$1.75M +$6.1K +19 +0.4%
AO
875
Advisor OS
Illinois
$1.75M -$550K -1,713 -24%
33 34
35
36 37