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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
876
Hartford Funds Management
Pennsylvania
$667K +$384K +1,847 +157%
WPC
877
Wedmont Private Capital
Pennsylvania
$667K +$66.6K +320 +12%
WP
878
WMS Partners
Maryland
$666K – – –
CCG
879
Ceeto Capital Group
Florida
$664K – – –
FG
880
Fiduciary Group
Georgia
$664K +$208K +1,000 +50%
WFA
881
Websterrogers Financial Advisors
South Carolina
$662K – – –
MMPW
882
Mitchell McLeod Pugh & Williams
Alabama
$660K +$88.6K +426 +17%
HTHT
883
Hemenway Trust Hemenway Trust
New Hampshire
$660K +$84.9K +408 +16%
BSA
884
Bull Street Advisors
Georgia
$657K +$14.6K +70 +2%
HL
885
HeadInvest LLC
Maine
$657K -$51.6K -248 -8%
WC
886
Westhampton Capital
North Carolina
$652K -$65.5K -315 -10%
APA
887
Astoria Portfolio Advisors
New York
$651K -$3.75K -18 -0.6%
SIM
888
Sentry Investment Management
Wisconsin
$647K +$5.83K +28 +1%
SFO
889
Stokes Family Office
Louisiana
$643K -$22.9K -110 -4%
CA
890
Commerzbank Aktiengesellschaft
Germany
$641K -$367K -1,765 -38%
UAS
891
United Asset Strategies
New York
$636K +$66.2K +318 +12%
WJWM
892
Williams Jones Wealth Management
New York
$636K +$4.99K +24 +0.8%
KFP
893
KB Financial Partners
New Jersey
$634K -$6.24K -30 -1%
WG
894
Welch Group
Alabama
$633K – – –
VFA
895
Valeo Financial Advisors
Indiana
$632K +$250K +1,202 +72%
GJIA
896
Glass Jacobson Investment Advisors
Maryland
$631K +$595K +2,860 New
HJIM
897
Henry James International Management
New York
$630K -$2.08K -10 -0.3%
CPWA
898
Cerro Pacific Wealth Advisors
California
$627K +$63.7K +306 +12%
SC
899
Savant Capital
Illinois
$625K +$42.6K +205 +8%
OIA
900
Optimum Investment Advisors
Illinois
$623K -$5.2K -25 -0.9%
34 35
36
37 38