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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1026
Perpetual Investment Management
Australia
$267K -$8.92M -47,482 -97%
GIA
1027
GHP Investment Advisors
Colorado
$266K – – –
SPWG
1028
Sage Private Wealth Group
Illinois
$266K +$7.33K +39 +3%
IAN
1029
Integrated Advisors Network
Texas
$266K +$8.64K +46 +3%
WANY
1030
Wealthspire Advisors (New York)
New York
$265K -$593K -3,155 -70%
MIC
1031
Means Investment Company
Maine
$265K +$376 +2 +0.1%
ACM
1032
Advisors Capital Management
New Jersey
$262K -$10.7K -57 -4%
WB
1033
West Bancorporation
Iowa
$260K +$253K +1,345 New
CSIC
1034
Clifford Swan Investment Counsel
California
$259K – – –
EM
1035
Excalibur Management
Massachusetts
$258K -$3.76K -20 -1%
CL
1036
CPWM LLC
Washington
$258K – – –
BCP
1037
Berkeley Capital Partners
Georgia
$258K +$376 +2 +0.2%
CFGS
1038
Concourse Financial Group Securities
Alabama
$257K -$3.01K -16 -1%
AW
1039
ACG Wealth
Georgia
$256K +$376 +2 +0.2%
GPA
1040
Guerra Pan Advisors
New Jersey
$256K +$249K +1,326 New
AFS
1041
Axiom Financial Strategies
Indiana
$254K -$17.8K -95 -7%
GAM
1042
Gould Asset Management
California
$253K +$246K +1,311 New
FI
1043
Fosun International
China
$252K – – –
JFGIW
1044
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$251K +$110K +583 +82%
MSAM
1045
Moloney Securities Asset Management
Missouri
$249K – – –
NSB
1046
Norway Savings Bank
Maine
$248K – – –
CIP
1047
Convergence Investment Partners
Florida
$247K -$140K -743 -37%
VFA
1048
Valeo Financial Advisors
Indiana
$247K -$3.57K -19 -1%
AWA
1049
Arete Wealth Advisors
Illinois
$246K +$239K +1,273 New
PWMG
1050
Prestige Wealth Management Group
New Jersey
$242K +$8.83K +47 +4%
40 41
42
43 44