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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
876
Kavar Capital Partners Group
Kansas
$196K – – –
LWM
877
Lenox Wealth Management
Ohio
$193K +$62.7K +472 +46%
OFW
878
Omnia Family Wealth
Florida
$192K -$6.25K -47 -3%
AF
879
Allworth Financial
California
$185K -$1.59K -12 -0.8%
SIAS
880
Shine Investment Advisory Services
Colorado
$182K – – –
HCC
881
Hirtle Callaghan & Co
Pennsylvania
$178K -$359K -2,700 -66%
FGAM
882
Financial Gravity Asset Management
Texas
$173K +$137K +1,031 +423%
IFAM
883
Institutional & Family Asset Management
Colorado
$170K +$9.43K +71 +6%
GLI
884
Guardian Life Insurance
New York
$164K +$29.2K +220 +21%
GEA
885
Glen Eagle Advisors
New Jersey
$163K -$32.6K -245 -16%
FFC
886
First Financial Corp
Indiana
$162K – – –
ACM
887
AUA Capital Management
Pennsylvania
$159K – – –
RWP
888
RWA Wealth Partners
Massachusetts
$157K +$28K +211 +21%
TL
889
TrueWealth LLC
Georgia
$156K – – –
BG
890
Bollard Group
Massachusetts
$154K – – –
FPS
891
Fieldpoint Private Securities
Connecticut
$153K -$985K -7,411 -86%
NSB
892
Norway Savings Bank
Maine
$153K – – –
FMTCOCP
893
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$152K – – –
KA
894
Kaizen Advisory
Illinois
$147K +$93.8K +706 +156%
DWM
895
Destination Wealth Management
California
$143K +$140K +1,054 +1,444%
DSC
896
Duncker Streett & Co
Missouri
$141K – – –
WPA
897
West Paces Advisors
Georgia
$138K +$930 +7 +0.6%
FMII
898
Farmers & Merchants Investments Inc
Nebraska
$134K +$13.8K +104 +11%
EWM
899
Edge Wealth Management
New York
$133K +$140K +1,050 New
FIA
900
FNY Investment Advisers
New York
$127K +$133K +1,000 New
34 35
36
37 38