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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
951
Freedom Investment Management
Connecticut
$537K -$15.3K -78 -3%
HPC
952
HM Payson & Co
Maine
$536K +$113K +579 +26%
MIM
953
Merrion Investment Management
New Jersey
$534K – – –
BFM
954
Boston Financial Management
Massachusetts
$533K +$4.7K +24 +0.9%
SIA
955
SkyView Investment Advisors
New Jersey
$528K -$582K -2,972 -52%
FCAG
956
First Capital Advisors Group
New Jersey
$528K -$15.3K -78 -3%
MM
957
MQS Management
New York
$527K +$536K +2,738 New
ACM
958
Allred Capital Management
Texas
$527K +$63.3K +323 +13%
MBT
959
Montecito Bank & Trust
California
$526K -$9.01K -46 -2%
HH
960
Hilltop Holdings
Texas
$522K +$7.64K +39 +1%
PWPS
961
Pinnacle Wealth Planning Services
Ohio
$521K +$6.46K +33 +1%
EWA
962
EverSource Wealth Advisors
Alabama
$518K -$39K -199 -7%
CSB
963
City State Bank
Iowa
$516K +$2.74K +14 +0.5%
CFGS
964
Concourse Financial Group Securities
Alabama
$514K +$63.7K +325 +14%
WPW
965
Waldron Private Wealth
Pennsylvania
$514K -$32.3K -165 -6%
CSI
966
Cross Staff Investments
New York
$510K – – –
1W
967
1776 Wealth
Georgia
$509K +$2.15K +11 +0.4%
WP
968
WealthSource Partners
California
$508K -$428K -2,185 -45%
TSWM
969
Tyler-Stone Wealth Management
Ohio
$508K +$517K +2,640 New
FNBT
970
FineMark National Bank & Trust
Florida
$508K +$35.9K +183 +7%
ESCM
971
Echo Street Capital Management
New York
$508K +$305K +1,559 +145%
1SB
972
1ST Source Bank
Indiana
$507K +$24.3K +124 +5%
EHC
973
Everett Harris & Co
California
$503K +$17.6K +90 +4%
AAS
974
Ameritas Advisory Services
Nebraska
$502K -$172K -877 -25%
BBI
975
Baxter Bros Inc
Connecticut
$501K – – –
37 38
39
40 41