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Chubb
CB

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1251
Harbour Investments
Wisconsin
$485K -$92.9K -327 -16%
MA
1252
MJP Associates
Connecticut
$484K +$497K +1,750 New
LAI
1253
Legal Advantage Investments
California
$484K – – –
EI
1254
Ellevest Inc
New York
$483K -$127K -447 -20%
OIS
1255
Okabena Investment Services
Minnesota
$483K – – –
SQA
1256
Simon Quick Advisors
New Jersey
$481K +$49.4K +174 +11%
ML
1257
McAdam LLC
Pennsylvania
$481K +$150K +529 +44%
ACA
1258
Atlas Capital Advisors
Wyoming
$480K – – –
WOC
1259
West Oak Capital
California
$479K – – –
TBA
1260
Tower Bridge Advisors
Pennsylvania
$479K – – –
HVIA
1261
Hudson Valley Investment Advisors
New York
$475K – – –
TPI
1262
Trust Point Inc
Wisconsin
$472K +$9.09K +32 +2%
BCP
1263
Berkeley Capital Partners
Georgia
$471K – – –
IIC
1264
Ironwood Investment Counsel
Arizona
$467K -$9.09K -32 -2%
PWMAG
1265
Pinnacle Wealth Management Advisory Group
New Jersey
$466K -$17K -60 -3%
TCM
1266
Tributary Capital Management
Nebraska
$466K -$18.5K -65 -4%
RCA
1267
Resonant Capital Advisors
Wisconsin
$465K +$14.2K +50 +3%
BFA
1268
Brown Financial Advisors
Ohio
$463K +$12.2K +43 +3%
ABC
1269
Associated Banc-Corp
Wisconsin
$463K -$14.2K -50 -3%
EWM
1270
Evermay Wealth Management
Virginia
$463K +$9.37K +33 +2%
MWS
1271
MFA Wealth Services
California
$461K +$474K +1,669 New
CCB
1272
Cutter & Co Brokerage
Missouri
$459K +$21.3K +75 +5%
ACM
1273
Aquatic Capital Management
Illinois
$456K +$469K +1,652 New
FIA
1274
Foundations Investment Advisors
Arizona
$456K +$56.8K +200 +14%
FCB
1275
First County Bank
Connecticut
$456K -$40.3K -142 -8%
49 50
51
52 53