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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
926
Trust Asset Management
Texas
$1.25M – – –
CAG
927
Csenge Advisory Group
Florida
$1.25M +$23.3K +81 +2%
FM
928
Foster & Motley
Ohio
$1.25M -$41.4K -144 -3%
AAM
929
Advisors Asset Management
Colorado
$1.25M -$458K -1,592 -27%
NERM
930
New England Research & Management
Illinois
$1.24M +$1.23M +4,282 New
ACM
931
Advisors Capital Management
New Jersey
$1.24M +$130K +452 +12%
FCBT
932
First Citizens Bank & Trust
North Carolina
$1.24M +$225K +783 +22%
RZH
933
Relyea Zuckerberg Hanson
Connecticut
$1.24M -$36K -125 -3%
MWM
934
Mattern Wealth Management
Kansas
$1.23M -$15K -52 -1%
ETC
935
Exchange Traded Concepts
Oklahoma
$1.23M +$206K +715 +20%
DDC
936
DF Dent & Co
Maryland
$1.23M – – –
AAP
937
Arax Advisory Partners
Colorado
$1.23M -$226K -784 -16%
UB
938
Umpqua Bank
Oregon
$1.23M +$162K +563 +15%
WKWM
939
Walter & Keenan Wealth Management
Indiana
$1.23M +$45.5K +158 +4%
MTIC
940
Missouri Trust & Investment Company
Missouri
$1.22M +$46.9K +163 +4%
SYBT
941
Stock Yards Bank & Trust
Kentucky
$1.22M +$371K +1,288 +44%
CPR
942
CSU Producer Resources
Ohio
$1.22M – – –
IAS
943
Insigneo Advisory Services
Florida
$1.22M +$168K +584 +16%
LPT
944
Legacy Private Trust
Wisconsin
$1.22M -$166K -577 -12%
MA
945
Montag & Associates
Georgia
$1.22M +$6.91K +24 +0.6%
WC
946
Westhampton Capital
North Carolina
$1.21M – – –
OHWP
947
Oak Harbor Wealth Partners
North Carolina
$1.21M -$177K -615 -13%
CWM
948
Cornerstone Wealth Management
Missouri
$1.21M +$2.88K +10 +0.2%
PA
949
Profund Advisors
Maryland
$1.21M -$265K -920 -18%
LSA
950
Lansing Street Advisors
Pennsylvania
$1.21M +$417K +1,450 +54%
36 37
38
39 40