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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
976
Tyler-Stone Wealth Management
Ohio
$630K +$10.3K +47 +2%
MBT
977
Montecito Bank & Trust
California
$628K +$15.3K +70 +3%
WPW
978
Waldron Private Wealth
Pennsylvania
$627K -$3.5K -16 -0.6%
MIM
979
Merrion Investment Management
New Jersey
$626K – – –
FA
980
Faithward Advisors
Pennsylvania
$625K +$59.3K +271 +12%
PPWP
981
Premier Path Wealth Partners
New Jersey
$623K +$609K +2,785 New
WP
982
WealthSource Partners
California
$623K +$56.2K +257 +10%
1SB
983
1ST Source Bank
Indiana
$622K +$10.1K +46 +2%
CWM
984
Cornerstone Wealth Management
Missouri
$618K -$656 -3 -0.1%
GLR
985
Great Lakes Retirement
Ohio
$618K +$598K +2,734 New
PCP
986
Proficio Capital Partners
Massachusetts
$615K +$9.4K +43 +2%
SCM
987
Shelton Capital Management
Colorado
$613K -$36.5K -167 -6%
ECG
988
Edge Capital Group
Georgia
$609K +$37K +169 +7%
BAM
989
Boyar Asset Management
New York
$608K +$656 +3 +0.1%
SWM
990
SeaCrest Wealth Management
New York
$608K +$25.4K +116 +5%
NP
991
NorthRock Partners
Minnesota
$605K +$334K +1,527 +134%
HVIA
992
Hudson Valley Investment Advisors
New York
$604K -$49.9K -228 -8%
HJIM
993
Henry James International Management
New York
$603K -$219 -1 -0%
RCM
994
Regency Capital Management
Hawaii
$602K -$1.94M -8,850 -77%
TA
995
TKG Advisors
Indiana
$602K -$34.8K -159 -6%
HH
996
Hilltop Holdings
Texas
$602K -$1.09K -5 -0.2%
FNBT
997
FineMark National Bank & Trust
Florida
$600K +$35.4K +162 +6%
CSB
998
City State Bank
Iowa
$600K -$6.12K -28 -1%
CSI
999
Cross Staff Investments
New York
$599K – – –
DP
1000
Dearborn Partners
Illinois
$598K -$21K -96 -4%
38 39
40
41 42