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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
876
Hilltop Holdings
Texas
$490K +$24.7K +130 +5%
NERM
877
New England Research & Management
Illinois
$487K +$509K +2,680 New
IAIM
878
International Assets Investment Management
Florida
$486K +$20.3K +107 +4%
CSB
879
City State Bank
Iowa
$485K – – –
CSI
880
Cross Staff Investments
New York
$482K – – –
TSWM
881
Tyler-Stone Wealth Management
Ohio
$480K – – –
TFA
882
Transamerica Financial Advisors
Florida
$480K +$23.7K +125 +5%
BCM
883
BTR Capital Management
California
$479K +$146K +768 +41%
SC
884
Savant Capital
Illinois
$478K -$98.6K -519 -16%
C
885
Certuity
Florida
$472K -$30K -158 -6%
WPC
886
Wedmont Private Capital
Pennsylvania
$472K +$142K +746 +40%
FMWA
887
Forvis Mazars Wealth Advisors
Missouri
$471K -$760 -4 -0.2%
SWM
888
SeaCrest Wealth Management
New York
$471K +$67.4K +355 +16%
QCM
889
Quantinno Capital Management
New York
$471K +$90K +474 +22%
HTHT
890
Hemenway Trust Hemenway Trust
New Hampshire
$470K – – –
MMPW
891
Mitchell McLeod Pugh & Williams
Alabama
$467K +$5.32K +28 +1%
UAS
892
United Asset Strategies
New York
$467K +$30K +158 +7%
WPW
893
Waldron Private Wealth
Pennsylvania
$465K -$67.4K -355 -12%
1W
894
1776 Wealth
Georgia
$462K – – –
CPWA
895
Cerro Pacific Wealth Advisors
California
$461K -$23.9K -126 -5%
PCP
896
Proficio Capital Partners
Massachusetts
$460K -$3.8K -20 -0.8%
EHC
897
Everett Harris & Co
California
$459K -$7.41K -39 -2%
CWA
898
Clearview Wealth Advisors
Oregon
$459K +$15.6K +82 +3%
IWA
899
Intercontinental Wealth Advisors
Texas
$459K +$23.5K +124 +5%
MA
900
Mutual Advisors
Nebraska
$458K +$88.1K +464 +23%
34 35
36
37 38