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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1226
Abacus Planning Group
South Carolina
$642K +$8.77K +30 +1%
BI
1227
Bolthouse Investments
California
$640K – – –
CTC
1228
Cetera Trust Company
Minnesota
$640K – – –
SCM
1229
Shelton Capital Management
Colorado
$639K -$87.7K -300 -13%
MLL
1230
Moody Lynn & Lieberson
Massachusetts
$636K +$237K +812 +66%
BWM
1231
Baron Wealth Management
Michigan
$636K +$28.1K +96 +5%
SA
1232
Sovran Advisors
California
$634K +$254K +867 +70%
PCA
1233
Peddock Capital Advisors
Massachusetts
$632K – – –
SVWAG
1234
Sound View Wealth Advisors Group
Georgia
$631K +$5.26K +18 +0.9%
LSWP
1235
Liberty Square Wealth Partners
Pennsylvania
$630K – – –
NWM
1236
Northwest Wealth Management
Iowa
$629K +$229K +784 +64%
BAAM
1237
Baker Avenue Asset Management
California
$627K -$13.2K -45 -2%
PE
1238
PCM Encore
Colorado
$627K +$587K +2,007 New
CAM
1239
Cidel Asset Management
Ontario, Canada
$625K -$14.9K -51 -2%
VFIC
1240
Valley Forge Investment Consultants
Pennsylvania
$624K -$9.65K -33 -2%
NCM
1241
Northside Capital Management
Oregon
$623K – – –
BWAM
1242
Blue Water Asset Management
Michigan
$616K +$577K +1,972 New
CI
1243
Conning Inc
Connecticut
$610K -$242K -826 -30%
FI
1244
Fosun International
China
$610K – – –
NP
1245
Nilsine Partners
Colorado
$609K -$223K -763 -28%
SCA
1246
Strathmore Capital Advisors
North Carolina
$609K +$7.31K +25 +1%
AP
1247
Appleton Partners
Massachusetts
$606K -$5.85K -20 -1%
HHCP
1248
Hilton Head Capital Partners
South Carolina
$606K +$567K +1,940 New
CCA
1249
Childress Capital Advisors
Texas
$605K +$67K +229 +13%
AT
1250
Adelphi Trust
Florida
$605K +$566K +1,937 New
48 49
50
51 52