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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1101
Excalibur Management
Massachusetts
$266K -$18.9K -93 -7%
RCA
1102
Resonant Capital Advisors
Wisconsin
$266K +$249K +1,223 New
SB
1103
Sunflower Bank
Texas
$262K -$4.06K -20 -2%
AWA
1104
Arete Wealth Advisors
Illinois
$261K -$10.6K -52 -4%
QWM
1105
Quaker Wealth Management
New Jersey
$261K +$406 +2 +0.2%
JFGIW
1106
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K -$16.7K -82 -6%
FFBTD
1107
First Financial Bank - Trust Division
Ohio
$259K +$4.88K +24 +2%
CT
1108
Caldwell Trust
Florida
$258K +$15.6K +77 +7%
MSAM
1109
Moloney Securities Asset Management
Missouri
$258K -$16.5K -81 -6%
DI
1110
Diligent Investors
California
$258K – – –
GL
1111
Graypoint LLC
New York
$258K +$24.2K +119 +11%
ACWM
1112
Adams Chetwood Wealth Management
North Carolina
$257K – – –
NME
1113
Notis-McConarty Edward
$257K – – –
KTC
1114
Kistler-Tiffany Companies
Pennsylvania
$256K – – –
AP
1115
Appleton Partners
Massachusetts
$255K -$67.1K -330 -22%
AW
1116
ACG Wealth
Georgia
$255K -$27.2K -134 -10%
KIC
1117
Kensington Investment Counsel
California
$255K – – –
MLL
1118
Moody Lynn & Lieberson
Massachusetts
$255K +$242K +1,190 New
BDF
1119
Balasa Dinverno & Foltz
$253K +$240K +1,182 New
SPC
1120
Sigma Planning Corp
Michigan
$251K -$57.3K -282 -19%
PL
1121
Parthenon LLC
Kentucky
$251K – – –
GTCM
1122
Gyon Technologies Capital Management
New Jersey
$250K -$3.75M -18,435 -94%
ZB
1123
Zions Bancorporation
Utah
$250K +$11.2K +55 +5%
RIA
1124
Realta Investment Advisors
Delaware
$249K -$1.42K -7 -0.6%
BFS
1125
Bickling Financial Services
Massachusetts
$249K +$813 +4 +0.3%
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