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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DPA
1026
Delphi Private Advisors
California
$16K – – –
VIMU
1027
Veritas Investment Management (UK)
United Kingdom
$15K – – –
AIS
1028
Accurate Investment Solutions
Pennsylvania
$15K +$290 +2 +2%
SGAM
1029
Smith Group Asset Management
Texas
$14K -$4.34K -30 -23%
MFT
1030
Moisand Fitzgerald Tamayo
Florida
$14K – – –
POIA
1031
Pin Oak Investment Advisors
Texas
$14K – – –
RBC
1032
Roble Belko & Company
Pennsylvania
$14K – – –
BCA
1033
Bray Capital Advisors
Florida
$14K +$14.5K +100 New
AIM
1034
Anchor Investment Management
South Carolina
$14K – – –
FHA
1035
First Horizon Advisors
Tennessee
$13K -$54.3K -375 -80%
WWMSC
1036
Wagner Wealth Management (South Carolina)
South Carolina
$13K – – –
HR
1037
Howe & Rusling
New York
$11K -$3.19K -22 -21%
TFO
1038
Tarbox Family Office
California
$11K -$2.75K -19 -18%
RFM
1039
Royal Fund Management
Florida
$11K +$2.17K +15 +21%
MCA
1040
Mercer Capital Advisers
New Jersey
$11K +$3.19K +22 +37%
THWM
1041
Taylor Hoffman Wealth Management
Virginia
$10K – – –
WC
1042
Whitney & Co
New York
$10K +$10.4K +72 New
LF
1043
Lee Financial
Texas
$10K +$11K +76 New
SCA
1044
Stuart Chaussee & Associates
California
$9K – – –
TJHA
1045
Thomas J. Herzfeld Advisors
Florida
$9K – – –
ECM
1046
Exchange Capital Management
Michigan
$9K +$3.19K +22 +49%
WTB
1047
Washington Trust Bank
Washington
$8K -$6.37K -44 -42%
AWA
1048
Acorn Wealth Advisors
Michigan
$8K – – –
JFA
1049
JNBA Financial Advisors
Minnesota
$8K – – –
TC
1050
Trust Company
Kansas
$8K – – –
40 41
42
43 44