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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
1126
Portfolio Design Labs
California
$664K +$69.9K +246 +11%
KFS
1127
Kurt F. Somerville
$663K – – –
IWA
1128
Icon Wealth Advisors
Texas
$663K – – –
RCA
1129
Ranch Capital Advisors
Florida
$659K +$8.8K +31 +1%
CAMG
1130
CWA Asset Management Group
Florida
$657K +$4.83K +17 +0.7%
TCOT
1131
Trust Company of Toledo
Ohio
$655K +$7.95K +28 +1%
LIM
1132
Leavell Investment Management
Alabama
$655K +$9.94K +35 +2%
SIG
1133
Sky Investment Group
Connecticut
$651K +$27K +95 +4%
AAP
1134
Arax Advisory Partners
Colorado
$649K +$28.1K +99 +4%
MPI
1135
Mairs & Power Inc
Minnesota
$647K – – –
WPW
1136
Waldron Private Wealth
Pennsylvania
$646K -$170K -599 -20%
BSTWA
1137
Blake Schutter Theil Wealth Advisors
Ohio
$642K +$1.42K +5 +0.2%
MWM
1138
Modern Wealth Management
Kansas
$641K +$134K +471 +25%
PI
1139
PFG Investments
New York
$639K -$16.5K -58 -2%
CCA
1140
Coign Capital Advisors
Utah
$636K +$653K +2,301 New
MIC
1141
Means Investment Company
Maine
$636K +$284 +1 +0%
TSW
1142
Thompson Siegel & Walmsley
Virginia
$635K -$20.4K -72 -3%
WWM
1143
Western Wealth Management
Colorado
$632K +$61.1K +215 +10%
FF
1144
Farrell Financial
New York
$630K – – –
CAM
1145
Cidel Asset Management
Ontario, Canada
$628K -$38.1K -134 -6%
CPA
1146
Cardiff Park Advisors
California
$628K +$144K +506 +29%
ESB
1147
Essex Savings Bank
Connecticut
$626K -$7.38K -26 -1%
IPW
1148
Impact Partnership Wealth
Georgia
$623K +$640K +2,255 New
EWA
1149
EverSource Wealth Advisors
Alabama
$621K +$88.6K +312 +16%
FCCM
1150
First City Capital Management
Georgia
$618K -$2.84K -10 -0.4%
44 45
46
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