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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1176
Farrell Financial
New York
$711K -$7.6K -26 -1%
GSC
1177
G&S Capital
Colorado
$709K +$9.94K +34 +2%
PI
1178
PFG Investments
New York
$705K -$48K -164 -7%
GSEP
1179
Golden State Equity Partners
California
$705K -$93K -318 -12%
WKWM
1180
Walter & Keenan Wealth Management
Indiana
$705K -$4.68K -16 -0.7%
YP
1181
YANKCOM Partnership
South Dakota
$704K +$15.2K +52 +2%
BAM
1182
Boyar Asset Management
New York
$702K -$31.9K -109 -5%
CIEC
1183
Crédit Industriel et Commercial
France
$702K +$224K +765 +52%
PMSA
1184
Patrick M. Sweeney & Associates
Illinois
$701K +$3.8K +13 +0.6%
AA
1185
Armis Advisers
Georgia
$701K +$165K +563 +35%
PL
1186
Plancorp LLC
Missouri
$699K +$4.09K +14 +0.6%
AFCM
1187
Applied Finance Capital Management
Puerto Rico
$698K -$639K -2,185 -49%
HJIM
1188
Henry James International Management
New York
$694K +$325K +1,112 +100%
GC
1189
Grimes & Company
Massachusetts
$693K +$5.26K +18 +0.8%
TSW
1190
Thompson Siegel & Walmsley
Virginia
$693K – – –
SFSG
1191
Sound Financial Strategies Group
Mississippi
$693K -$71.3K -244 -10%
SP
1192
SmartHarvest Portfolios
Washington
$692K +$649K +2,218 New
CFFP
1193
Center for Financial Planning
Michigan
$690K +$23.4K +80 +4%
TFA
1194
Transamerica Financial Advisors
Florida
$689K +$265K +906 +70%
DIM
1195
Delta Investment Management
California
$686K +$3.22K +11 +0.5%
BSTWA
1196
Blake Schutter Theil Wealth Advisors
Ohio
$685K +$1.75K +6 +0.3%
SFS
1197
Strategic Financial Services
New York
$679K – – –
FCCM
1198
First City Capital Management
Georgia
$676K +$4.97K +17 +0.8%
FAM
1199
Fred Alger Management
New York
$675K +$632K +2,163 New
HWMG
1200
Harbour Wealth Management Group
South Carolina
$675K +$632K +2,162 New
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