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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1076
Hamilton Wealth
California
$328K -$36.1K -172 -9%
ESB
1077
Essex Savings Bank
Connecticut
$328K -$23.5K -112 -6%
LIM
1078
Leavell Investment Management
Alabama
$328K -$37.6K -179 -10%
PL
1079
Plancorp LLC
Missouri
$327K -$6.93K -33 -2%
CIA
1080
Capital Investment Advisors
Georgia
$324K +$33.4K +159 +11%
EWM
1081
Empirical Wealth Management
Washington
$324K -$8.2K -39 -2%
WA
1082
Wambolt & Associates
Colorado
$320K – – –
BCP
1083
Berkeley Capital Partners
Georgia
$319K +$14.3K +68 +4%
PCM
1084
Pointe Capital Management
Michigan
$319K -$68.5K -326 -17%
FFA
1085
Farther Finance Advisors
California
$319K +$11.3K +54 +3%
FMLI
1086
Fukoku Mutual Life Insurance
Japan
$318K – – –
4WM
1087
44 Wealth Management
Oregon
$315K +$2.1K +10 +0.6%
RW
1088
Rede Wealth
Virginia
$314K – – –
LOIP
1089
Live Oak Investment Partners
Texas
$313K – – –
WFI
1090
West Family Investments
California
$313K – – –
CA
1091
Continuum Advisory
Idaho
$311K -$26.1K -124 -7%
BONH
1092
Bank of New Hampshire
New Hampshire
$311K – – –
CPC
1093
Congress Park Capital
New York
$311K – – –
FCP
1094
Fidelis Capital Partners
Florida
$310K +$327K +1,556 New
DP
1095
Dearborn Partners
Illinois
$310K -$74K -352 -18%
RGC
1096
Roberts, Glore & Co
Illinois
$308K – – –
QWM
1097
QP Wealth Management
New Jersey
$308K – – –
TFCP
1098
Twin Focus Capital Partners
Massachusetts
$303K +$3.57K +17 +1%
CBNLCF
1099
Cognios Beta Neutral Large Cap Fund
Kansas
$302K -$112K -535 -26%
NFC
1100
Northeast Financial Consultants
Connecticut
$302K +$50.4K +240 +18%
42 43
44
45 46