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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1101
Holt Capital Partners
Texas
$228K – – –
MWM
1102
Modera Wealth Management
New Jersey
$228K +$10.3K +54 +5%
AIM
1103
Anchor Investment Management
South Carolina
$227K +$91.5K +482 +63%
IAN
1104
Integrated Advisors Network
Texas
$226K -$80.3K -423 -25%
HC
1105
Hamilton Capital
Ohio
$226K -$35.3K -186 -13%
MMM
1106
Mendel Money Management
Illinois
$226K -$16K -84 -6%
HHGA
1107
Halbert Hargrove Global Advisors
California
$226K -$1.14K -6 -0.5%
NAG
1108
Northstar Advisory Group
New Jersey
$225K -$982K -5,169 -81%
AW
1109
ACG Wealth
Georgia
$225K +$8.73K +46 +4%
HI
1110
Harrington Investments
California
$224K – – –
SA
1111
Strategic Advisors
New York
$224K +$14.2K +75 +6%
BOPW
1112
Brandywine Oak Private Wealth
Pennsylvania
$223K -$40.8K -215 -15%
LAS
1113
LWM Advisory Services
Florida
$223K +$233K +1,227 New
LPT
1114
Legacy Private Trust
Wisconsin
$222K -$32.3K -170 -12%
QWM
1115
Quaker Wealth Management
New Jersey
$222K +$380 +2 +0.2%
PCIA
1116
Prime Capital Investment Advisors
Kansas
$221K +$231K +1,217 New
TAM
1117
Trillium Asset Management
Massachusetts
$220K -$5.32K -28 -2%
RIA
1118
Realta Investment Advisors
Delaware
$220K +$3.04K +16 +1%
EWM
1119
Endowment Wealth Management
Wisconsin
$220K +$7.97K +42 +4%
JCIA
1120
Jackson Creek Investment Advisors
Colorado
$220K +$11.6K +61 +5%
GIA
1121
GHP Investment Advisors
Colorado
$219K -$37.2K -196 -14%
FFBTD
1122
First Financial Bank - Trust Division
Ohio
$219K – – –
MM
1123
MQS Management
New York
$218K -$528K -2,778 -70%
NME
1124
Notis-McConarty Edward
$218K – – –
BEI
1125
Benjamin Edwards Inc
Missouri
$218K +$13.3K +70 +6%
43 44
45
46 47