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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
951
Yorktown Management & Research Company
Virginia
$260K – – –
CL
952
CPWM LLC
Washington
$258K -$1.93K -11 -0.7%
CSIC
953
Clifford Swan Investment Counsel
California
$258K – – –
HI
954
Harbour Investments
Wisconsin
$257K +$20.7K +118 +9%
BSW
955
Buckingham Strategic Wealth
Missouri
$254K -$7.19K -41 -3%
RG
956
Renaissance Group
Kentucky
$254K – – –
EWA
957
EP Wealth Advisors
California
$254K +$6.66K +38 +3%
ACP
958
Ashfield Capital Partners
California
$253K – – –
HIP
959
HUB Investment Partners
Texas
$253K +$1.23K +7 +0.5%
BCA
960
Berman Capital Advisors
Georgia
$252K +$89.1K +508 +54%
EBA
961
Eagle Bay Advisors
New York
$252K +$115K +655 +84%
FANJ
962
Financial Architects (New Jersey)
New Jersey
$251K -$134K -765 -35%
AAP
963
Arax Advisory Partners
Colorado
$251K -$16.3K -93 -6%
LFF
964
Level Four Financial
Texas
$246K +$249K +1,419 New
ACM
965
Advisors Capital Management
New Jersey
$245K +$20.9K +119 +9%
PCM
966
Penserra Capital Management
California
$245K +$24.5K +140 +11%
AFS
967
Axiom Financial Strategies
Indiana
$244K +$1.23K +7 +0.5%
CIA
968
Capital Investment Advisors
Georgia
$243K -$1.05K -6 -0.4%
PNAA
969
Pictet North America Advisors
Switzerland
$243K – – –
TA
970
Tectonic Advisors
Texas
$243K – – –
FC
971
FORA Capital
Florida
$243K +$245K +1,400 New
PPG
972
Peak Planning Group
Colorado
$241K +$243K +1,387 New
GIA
973
GHP Investment Advisors
Colorado
$239K -$38.7K -221 -14%
9WM
974
9258 Wealth Management
Ohio
$239K -$12.4K -71 -5%
SA
975
Strategic Advisors
New York
$239K +$242K +1,381 New
37 38
39
40 41