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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1076
Blue Trust Inc
Georgia
$771K -$499K -1,758 -39%
SWM
1077
SeaCrest Wealth Management
New York
$769K -$1.14K -4 -0.1%
MIM
1078
Merrion Investment Management
New Jersey
$768K – – –
MSS
1079
Mitchell Sinkler & Starr
Pennsylvania
$768K -$412K -1,450 -34%
WFI
1080
West Family Investments
California
$765K +$1.7K +6 +0.2%
FRM
1081
Fox Run Management
Connecticut
$764K +$512K +1,804 +188%
LI
1082
LRI Investments
Florida
$758K – – –
LC
1083
Lindbrook Capital
California
$750K +$11.9K +42 +2%
1W
1084
1776 Wealth
Georgia
$747K – – –
HIA
1085
Harbor Investment Advisory
Maryland
$747K +$91.2K +321 +13%
BIG
1086
Brooklyn Investment Group
New York
$737K +$90.6K +319 +14%
CSI
1087
Cross Staff Investments
New York
$732K – – –
WG
1088
Welch Group
Alabama
$729K – – –
MBT
1089
Montecito Bank & Trust
California
$728K -$5.68K -20 -0.8%
CSB
1090
City State Bank
Iowa
$726K -$4.26K -15 -0.6%
HCM
1091
Howard Capital Management
Georgia
$725K +$745K +2,625 New
OAM
1092
Oxford Asset Management
United Kingdom
$725K +$745K +2,625 New
NG
1093
Northstar Group
New York
$724K +$169K +596 +29%
LFA
1094
Legacy Financial Advisors
Kentucky
$723K -$10.2K -36 -1%
ECG
1095
Edge Capital Group
Georgia
$723K -$728K -2,565 -100%
PL
1096
Plancorp LLC
Missouri
$719K +$60.2K +212 +9%
BIAS
1097
Beacon Investment Advisory Services
New Jersey
$718K +$738K +2,599 New
GSB
1098
Greenfield Savings Bank
Massachusetts
$717K +$48.6K +171 +7%
EHC
1099
Everett Harris & Co
California
$713K – – –
RFA
1100
Resurgent Financial Advisors
Georgia
$711K -$12.8K -45 -2%
42 43
44
45 46