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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1201
Patrick M. Sweeney & Associates
Illinois
$733K – – –
EWM
1202
Empirical Wealth Management
Washington
$730K +$263K +821 +58%
DCM
1203
DGS Capital Management
New Jersey
$728K +$203K +632 +39%
PL
1204
Plancorp LLC
Missouri
$724K -$10.3K -32 -1%
TSW
1205
Thompson Siegel & Walmsley
Virginia
$724K – – –
HJIM
1206
Henry James International Management
New York
$724K -$321 -1 -0%
BSTWA
1207
Blake Schutter Theil Wealth Advisors
Ohio
$719K +$3.53K +11 +0.5%
CIM
1208
Cambria Investment Management
California
$716K +$167K +520 +31%
SWM
1209
SeaCrest Wealth Management
New York
$714K -$61.6K -192 -8%
HW
1210
Hancock Whitney
Mississippi
$714K -$50.4K -157 -7%
SCA
1211
Sandy Cove Advisors
Massachusetts
$712K +$17K +53 +2%
PE
1212
PCM Encore
Colorado
$711K +$56.5K +176 +9%
MWM
1213
Modera Wealth Management
New Jersey
$711K +$101K +314 +17%
GSC
1214
G&S Capital
Colorado
$709K -$30.8K -96 -4%
PCA
1215
Purkiss Capital Advisors
Connecticut
$708K +$193K +602 +38%
NB
1216
Nicolet Bankshares
Wisconsin
$706K +$485K +1,511 +233%
DIM
1217
Delta Investment Management
California
$704K -$12.5K -39 -2%
MAM
1218
Mainsail Asset Management
Alabama
$702K +$280K +873 +68%
APG
1219
Abacus Planning Group
South Carolina
$701K +$30.2K +94 +5%
PK
1220
Pflug Koory
Nebraska
$698K – – –
FFM
1221
Forum Financial Management
Illinois
$697K -$1.71M -5,324 -71%
AT
1222
Adelphi Trust
Florida
$696K +$63.5K +198 +10%
MMHP
1223
Murphy Middleton Hinkle & Parker
Georgia
$695K -$349K -1,087 -34%
FRM
1224
Foundation Resource Management
Arkansas
$694K – – –
GWM
1225
Graybill Wealth Management
Illinois
$688K – – –
47 48
49
50 51