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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1226
Carret Asset Management
New York
$226K – – –
CG
1227
Clarus Group
Texas
$226K +$16.3K +83 +8%
CB
1228
Cadence Bank
Mississippi
$226K -$46.2K -236 -17%
PL
1229
Parthenon LLC
Kentucky
$226K – – –
HSA
1230
HBK Sorce Advisory
Pennsylvania
$226K +$17.4K +89 +8%
NFA
1231
Northern Financial Advisors
Michigan
$225K +$12.5K +64 +6%
VHAM
1232
Van Hulzen Asset Management
California
$225K -$8.03K -41 -3%
HF
1233
HRT Financial
New York
$223K +$228K +1,163 New
APG
1234
Abacus Planning Group
South Carolina
$223K +$226K +1,156 New
CT
1235
Clearstead Trust
Maine
$222K +$118K +602 +109%
TNBTD
1236
Trustmark National Bank Trust Department
Mississippi
$222K -$117K -596 -34%
MLA
1237
My Legacy Advisors
Oregon
$222K +$17K +87 +8%
VT
1238
Vise Technologies
New York
$221K +$225K +1,148 New
SC
1239
Sawyer & Company
Massachusetts
$221K +$118K +602 +110%
FDCC
1240
Foster Dykema Cabot & Co
Massachusetts
$220K – – –
NP
1241
NorthRock Partners
Minnesota
$218K -$21.2K -108 -9%
ECM
1242
Elgethun Capital Management
South Dakota
$215K – – –
EFG
1243
Everhart Financial Group
Ohio
$215K +$219K +1,119 New
RIA
1244
Realta Investment Advisors
Delaware
$214K +$12.3K +63 +6%
AA
1245
Alta Advisers
United Kingdom
$212K – – –
NJBEST
1246
New Jersey Better Educational Savings Trust
New Jersey
$212K – – –
IF
1247
Intrua Financial
Texas
$212K -$23.1K -118 -10%
ATWA
1248
Arbor Trust Wealth Advisors
Michigan
$211K +$5.29K +27 +3%
SWK
1249
Stephen W. Kidder
$211K +$215K +1,096 New
TAM
1250
Trillium Asset Management
Massachusetts
$210K -$9.99K -51 -4%
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