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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
1076
Zions Bancorporation
Utah
$697K +$61.7K +225 +10%
NWAG
1077
Net Worth Advisory Group
Utah
$694K +$660K +2,408 New
MSCM
1078
McElhenny Sheffield Capital Management
Texas
$694K -$72.1K -263 -10%
CAM
1079
Cidel Asset Management
Ontario, Canada
$694K -$38.7K -141 -6%
PP
1080
PDS Planning
Ohio
$694K -$10.7K -39 -2%
MYIA
1081
Mount Yale Investment Advisors
Colorado
$693K -$19.2K -70 -3%
KFS
1082
Kurt F. Somerville
$692K – – –
IWA
1083
Icon Wealth Advisors
Texas
$692K +$6.03K +22 +0.9%
PL
1084
Plancorp LLC
Missouri
$689K +$6.58K +24 +1%
HIA
1085
Harbor Investment Advisory
Maryland
$687K +$167K +610 +34%
TSW
1086
Thompson Siegel & Walmsley
Virginia
$684K +$34.3K +125 +6%
PI
1087
PFG Investments
New York
$683K +$24.7K +90 +4%
RCA
1088
Ranch Capital Advisors
Florida
$681K +$12.3K +45 +2%
CAMG
1089
CWA Asset Management Group
Florida
$681K +$647K +2,361 New
BIG
1090
Brooklyn Investment Group
New York
$677K +$52.1K +190 +9%
MPI
1091
Mairs & Power Inc
Minnesota
$676K +$9.32K +34 +1%
TCOT
1092
Trust Company of Toledo
Ohio
$675K +$18.1K +66 +3%
LIM
1093
Leavell Investment Management
Alabama
$673K +$8.22K +30 +1%
BSTWA
1094
Blake Schutter Theil Wealth Advisors
Ohio
$668K +$635K +2,317 New
MIC
1095
Means Investment Company
Maine
$663K +$274 +1 +0%
ESB
1096
Essex Savings Bank
Connecticut
$660K -$1.92K -7 -0.3%
SWM
1097
Spire Wealth Management
Virginia
$660K -$151K -551 -19%
EGA
1098
E&G Advisors
Texas
$658K – – –
SIG
1099
Sky Investment Group
Connecticut
$652K -$12.3K -45 -2%
KP
1100
Keel Point
Alabama
$651K +$4.39K +16 +0.7%
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