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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
901
Saturna Capital
Washington
$660K – – –
PPP
902
Private Portfolio Partners
New Jersey
$651K -$24.9K -123 -4%
ACA
903
Aptus Capital Advisors
Alabama
$651K +$228K +1,128 +56%
ACM
904
Allred Capital Management
Texas
$648K +$76.6K +379 +14%
MSCM
905
McElhenny Sheffield Capital Management
Texas
$647K -$85.3K -422 -12%
EWA
906
Encompass Wealth Advisors
Oregon
$644K – – –
EWA
907
EP Wealth Advisors
California
$643K +$215K +1,063 +52%
PWP
908
Principle Wealth Partners
Connecticut
$639K – – –
LWAM
909
Legacy Wealth Asset Management
Minnesota
$639K +$1.62K +8 +0.3%
CI
910
Conning Inc
Connecticut
$636K +$10.1K +50 +2%
AAS
911
Ameritas Advisory Services
Nebraska
$633K +$66.5K +329 +13%
BSA
912
Bull Street Advisors
Georgia
$632K +$15.2K +75 +3%
ETC
913
Exchange Traded Concepts
Oklahoma
$627K -$2.15M -10,646 -78%
BBA
914
Baader Bank Aktiengesellschaft
Germany
$627K +$608K +3,010 New
ACM
915
Advisors Capital Management
New Jersey
$626K +$2.02K +10 +0.3%
ARG
916
Advisory Resource Group
Oklahoma
$626K +$18.6K +92 +3%
SYBT
917
Stock Yards Bank & Trust
Kentucky
$625K -$185K -913 -23%
WFA
918
Websterrogers Financial Advisors
South Carolina
$623K – – –
MPI
919
Mairs & Power Inc
Minnesota
$621K -$17.2K -85 -3%
GSC
920
G&S Capital
Colorado
$621K -$2.83K -14 -0.5%
PFBT
921
Parkside Financial Bank & Trust
Missouri
$618K -$202 -1 -0%
CFGS
922
Concourse Financial Group Securities
Alabama
$614K +$56K +277 +10%
I
923
InceptionR
California
$611K +$182K +900 +44%
CT
924
Cambridge Trust
Massachusetts
$605K -$6.87K -34 -1%
HVIA
925
Hudson Valley Investment Advisors
New York
$603K -$85.5K -423 -13%
35 36
37
38 39