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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
QT
1126
Quantbot Technologies
New York
$728K +$723K +2,514 New
KIA
1127
Knollwood Investment Advisory
Maryland
$724K – – –
MMG
1128
Monetary Management Group
Missouri
$723K – – –
RCA
1129
Ranch Capital Advisors
Florida
$722K +$27.1K +94 +4%
SC
1130
Stance Capital
Massachusetts
$720K +$715K +2,485 New
LIM
1131
Leavell Investment Management
Alabama
$715K +$41.2K +143 +6%
MPI
1132
Mairs & Power Inc
Minnesota
$714K +$35.4K +123 +5%
VF
1133
Virtu Financial
New York
$713K +$708K +2,461 New
AF
1134
Apexium Financial
Texas
$713K -$47.5K -165 -6%
IPW
1135
Impact Partnership Wealth
Georgia
$706K +$702K +2,438 New
BB
1136
Burford Brothers
Texas
$706K +$863 +3 +0.1%
CFP
1137
Catalyst Financial Partners
Massachusetts
$704K +$140K +488 +25%
TFP
1138
Tilia Fiduciary Partners
North Carolina
$701K +$84.9K +295 +14%
IIC
1139
Ironwood Investment Counsel
Arizona
$701K +$257K +892 +58%
SC
1140
Sawyer & Company
Massachusetts
$700K +$139K +483 +31%
VSQM
1141
V-Square Quantitative Management
Illinois
$696K +$19.6K +68 +3%
KFS
1142
Kurt F. Somerville
$695K – – –
SIG
1143
Sky Investment Group
Connecticut
$694K +$10.9K +38 +2%
WC
1144
Waterloo Capital
Texas
$692K +$431K +1,498 +168%
VWM
1145
Venturi Wealth Management
Texas
$690K -$31.4K -109 -4%
HCM
1146
HMS Capital Management
Tennessee
$689K -$44K -153 -6%
AF
1147
Advisornet Financial
Minnesota
$688K +$145K +504 +27%
SGI
1148
Summit Global Investments
Utah
$688K +$683K +2,375 New
AWM
1149
Axxcess Wealth Management
California
$683K +$32.8K +114 +5%
BEAM
1150
Baker Ellis Asset Management
Washington
$682K +$1.44K +5 +0.2%
44 45
46
47 48