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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
926
TD Waterhouse Canada
Ontario, Canada
$603K -$49.9K -247 -8%
SP
927
Symmetry Partners
Connecticut
$603K -$751K -3,717 -56%
BSW
928
Buckingham Strategic Wealth
Missouri
$602K +$1.62K +8 +0.3%
IAM
929
Innovis Asset Management
Illinois
$601K +$9.5K +47 +2%
CIA
930
Choate Investment Advisors
Massachusetts
$601K +$194K +961 +50%
SCM
931
Shelton Capital Management
Colorado
$600K – – –
PWPS
932
Pinnacle Wealth Planning Services
Ohio
$596K +$31.3K +155 +6%
FAB
933
First American Bank
Illinois
$595K +$8.29K +41 +1%
SC
934
Syon Capital
California
$594K +$577K +2,855 New
TA
935
TKG Advisors
Indiana
$587K +$404 +2 +0.1%
XSC
936
X-Square Capital
Puerto Rico
$581K – – –
WPW
937
Waldron Private Wealth
Pennsylvania
$581K +$24.5K +121 +5%
MIM
938
Merrion Investment Management
New Jersey
$579K – – –
HL
939
HeadInvest LLC
Maine
$576K – – –
GM
940
GeoWealth Management
Illinois
$573K +$554K +2,738 +18,253%
FDCDDQ
941
Federation des caisses Desjardins du Quebec
Quebec, Canada
$572K -$59K -292 -10%
DP
942
Dearborn Partners
Illinois
$570K +$71.8K +355 +15%
FAFN
943
First Affirmative Financial Network
Colorado
$570K +$62.1K +307 +13%
CWM
944
Cornerstone Wealth Management
Missouri
$570K +$28.3K +140 +5%
TSWM
945
Tyler-Stone Wealth Management
Ohio
$570K +$20.2K +100 +4%
JWCA
946
J.W. Cole Advisors
Florida
$566K -$38K -188 -6%
CF
947
Concorde Financial
Texas
$564K -$2.9M -14,348 -84%
MBT
948
Montecito Bank & Trust
California
$564K -$4.85K -24 -0.9%
1SB
949
1ST Source Bank
Indiana
$564K +$15.4K +76 +3%
WP
950
WMS Partners
Maryland
$562K -$20K -99 -4%
36 37
38
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