CHUBB LIMITED
(H1467J104)
Funds Reporting Holdings of CHUBB LIMITED according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Alphasimplex Group LLC | 9,643 | $1,420,317k | Jun 30, 2019 | Aug 14, 2019 | |
| Cantab Capital Partners LLP | 5,494 | $783,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Aristotle Capital Management LLC | 2,379,711 | $350,508k | Jun 30, 2019 | Aug 14, 2019 | |
| Tower Bridge Advisors Inc | 1,575 | $231,982k | Jun 30, 2019 | Aug 6, 2019 | |
| Polar Capital LLP | 1,338,915 | $197,209k | Jun 30, 2019 | Aug 14, 2019 | |
| Schafer Cullen Capital Management Inc | 1,248,171 | $186,439k | Jun 30, 2019 | Jul 30, 2019 | |
| Santa Barbara Asset Management LLC | 961,928 | $134,747k | Mar 31, 2019 | May 14, 2019 | |
| Confluence Investment Management LLC | 794,124 | $116,967k | Jun 30, 2019 | Jul 24, 2019 | |
| RE Advisers Corporation | 656,346 | $96,673k | Jun 30, 2019 | Aug 12, 2019 | |
| Janus Capital Management LLC | 674,256 | $91,867k | Mar 31, 2017 | May 16, 2017 | |
| Cornerstone Investment Partners LLC | 621,755 | $91,578k | Jun 30, 2019 | Jul 19, 2019 | |
| Cornerstone Partners LLC | 621,755 | $91,578k | Jun 30, 2019 | Jul 19, 2019 | |
| Marathon Asset Management LLP | 615,623 | $91,127k | Jun 30, 2019 | Jul 15, 2019 | |
| CI Global Investments Inc | 585,046 | $78,186k | Sep 30, 2018 | Nov 9, 2018 | |
| Cullen Capital Management LLC | 491,621 | $72,411k | Jun 30, 2019 | Jul 30, 2019 | |
| Artisan Partners Limited Partnership | 413,153 | $60,853k | Jun 30, 2019 | Aug 9, 2019 | |
| First Manhattan Co | 406,267 | $59,839k | Jun 30, 2019 | Aug 16, 2019 | |
| Brandywine Global Investment Management LLC | 397,138 | $58,495k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Guardian Trust Company | 392,919 | $57,872k | Jun 30, 2019 | Aug 14, 2019 | |
| Foresters Investment Management Company Inc | 382,887 | $56,395k | Jun 30, 2019 | Aug 12, 2019 | |
| Hermes Investment Management Limited | 402,132 | $51,079k | Jun 30, 2018 | Jul 24, 2018 | |
| Altrinsic Global Advisors LLC | 337,572 | $49,721k | Jun 30, 2019 | Aug 14, 2019 | |
| Cacti Asset Management LLC | 332,628 | $48,950k | Jun 30, 2019 | Jul 1, 2019 | |
| Crawford Investment Counsel Inc | 296,500 | $43,671k | Jun 30, 2019 | Aug 12, 2019 | |
| Spears Abacus Advisors LLC | 276,347 | $40,703k | Jun 30, 2019 | Aug 9, 2019 | |
| Woodley Farra Manion Portfolio Management Inc | 260,913 | $38,430k | Jun 30, 2019 | Aug 12, 2019 | |
| Schwartz Investment Counsel Inc | 241,850 | $35,622k | Jun 30, 2019 | Jul 24, 2019 | |
| Avalon Advisors LLC | 206,772 | $30,455k | Jun 30, 2019 | Aug 14, 2019 | |
| Cooke & Bieler LP | 198,200 | $29,193k | Jun 30, 2019 | Aug 12, 2019 | |
| Howland Capital Management LLC | 166,663 | $24,548k | Jun 30, 2019 | Jul 17, 2019 | |
| Oakview Capital Management LP | 164,169 | $24,180k | Jun 30, 2019 | Aug 13, 2019 | |
| Anchor Capital Advisors LLC | 163,922 | $24,144k | Jun 30, 2019 | Aug 1, 2019 | |
| Willis Investment Counsel Inc | 161,845 | $23,838k | Jun 30, 2019 | Aug 14, 2019 | |
| Cidel Asset Management Inc | 152,112 | $22,405k | Jun 30, 2019 | Aug 12, 2019 | |
| Nuance Investments LLC | 118,196 | $17,409k | Jun 30, 2019 | Aug 12, 2019 | |
| Madison Investment Holdings Inc | 112,732 | $16,604k | Jun 30, 2019 | Aug 13, 2019 | |
| Grandfield & DODD LLC | 96,842 | $14,264k | Jun 30, 2019 | Jul 29, 2019 | |
| Torray LLC | 95,898 | $14,125k | Jun 30, 2019 | Aug 8, 2019 | |
| 10-15 Associates Inc | 78,105 | $11,504k | Jun 30, 2019 | Aug 12, 2019 | |
| CCM Investment Advisers LLC | 69,283 | $10,204k | Jun 30, 2019 | Aug 5, 2019 | |
| Callahan Advisors LLC | 62,844 | $9,256k | Jun 30, 2019 | Jul 17, 2019 | |
| Middleton & Company Inc | 59,590 | $8,777k | Jun 30, 2019 | Jul 25, 2019 | |
| Wilkins Investment Counsel Inc | 58,359 | $8,596k | Jun 30, 2019 | Aug 9, 2019 | |
| Northstar Investment Advisors LLC | 57,702 | $8,499k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 57,702 | $8,499k | Jun 30, 2019 | Jul 17, 2019 | |
| Strategy Asset Managers LLC | 55,531 | $8,179k | Jun 30, 2019 | Aug 14, 2019 | |
| Nepsis Inc | 54,296 | $7,999k | Jun 30, 2019 | Jul 22, 2019 | |
| Goodman Financial Corporation | 47,404 | $6,982k | Jun 30, 2019 | Aug 9, 2019 | |
| Beese Fulmer Investment Management Inc | 45,762 | $6,741k | Jun 30, 2019 | Jul 5, 2019 | |
| Douglas Lane & Associates LLC | 41,946 | $6,178k | Jun 30, 2019 | Jul 8, 2019 | |
| Eulav Asset Management | 40,800 | $6,009k | Jun 30, 2019 | Aug 5, 2019 | |
| Telemus Capital LLC | 38,393 | $5,701k | Jun 30, 2019 | Aug 9, 2019 | |
| SAND Hill Global Advisors LLC | 36,993 | $5,449k | Jun 30, 2019 | Aug 13, 2019 | |
| Markston International LLC | 35,600 | $5,244k | Jun 30, 2019 | Aug 6, 2019 | |
| Tocqueville Asset Management LP | 34,968 | $5,150k | Jun 30, 2019 | Jul 31, 2019 | |
| Dividend Assets Capital LLC | 32,742 | $4,823k | Jun 30, 2019 | Jul 12, 2019 | |
| PRIO Wealth Limited Partnership | 32,525 | $4,790k | Jun 30, 2019 | Jul 18, 2019 | |
| USCA RIA LLC | 31,466 | $4,635k | Jun 30, 2019 | Aug 14, 2019 | |
| LOWE Brockenbrough & Company Inc | 30,833 | $4,541k | Jun 30, 2019 | Aug 12, 2019 | |
| Tufton Capital Management LLC | 30,791 | $4,535k | Jun 30, 2019 | Jul 26, 2019 | |
| Ipswich Investment Management Company Inc | 29,071 | $4,282k | Jun 30, 2019 | Jul 11, 2019 | |
| Douglass Winthrop Advisors LLC | 28,780 | $4,239k | Jun 30, 2019 | Jul 10, 2019 | |
| Palladium Partners LLC | 27,833 | $4,100k | Jun 30, 2019 | Aug 7, 2019 | |
| Sentry Investment Management LLC | 27,071 | $3,987k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 27,071 | $3,987k | Jun 30, 2019 | Aug 12, 2019 | |
| Legacy Capital Partners Inc | 26,534 | $3,908k | Jun 30, 2019 | Jul 16, 2019 | |
| Zevin Asset Management LLC | 24,622 | $3,627k | Jun 30, 2019 | Aug 6, 2019 | |
| RDL Financial Inc | 24,409 | $3,595k | Jun 30, 2019 | Jul 17, 2019 | |
| Buckhead Capital Management LLC | 24,322 | $3,582k | Jun 30, 2019 | Aug 1, 2019 | |
| Perkins Investment Management LLC | 26,255 | $3,577k | Mar 31, 2017 | May 15, 2017 | |
| Liberty Capital Management Inc | 23,310 | $3,433k | Jun 30, 2019 | Jul 15, 2019 | |
| TDAM USA Inc | 22,859 | $3,367k | Jun 30, 2019 | Aug 1, 2019 | |
| Morris Capital Advisors Inc | 21,531 | $3,171k | Jun 30, 2019 | Jul 15, 2019 | |
| Montrusco Bolton Investments Inc | 23,937 | $3,141k | Jun 30, 2019 | Aug 5, 2019 | |
| Stokes Capital Advisors LLC | 21,288 | $3,136k | Jun 30, 2019 | Jul 15, 2019 | |
| S & Co Inc | 21,150 | $3,115k | Jun 30, 2019 | Jul 23, 2019 | |
| Woodstock Corporation | 21,101 | $3,108k | Jun 30, 2019 | Jul 3, 2019 | |
| LVW Advisors LLC | 19,444 | $2,864k | Jun 30, 2019 | Aug 14, 2019 | |
| Andesa Financial Management Inc | 19,348 | $2,854k | Jun 30, 2019 | Jul 30, 2019 | |
| BKD Wealth Advisors LLC | 19,275 | $2,839k | Jun 30, 2019 | Jul 10, 2019 | |
| Panagora Asset Management Inc | 19,159 | $2,822k | Jun 30, 2019 | Aug 9, 2019 | |
| Cornerstone Advisors Inc | 20,000 | $2,802k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 20,000 | $2,802k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 20,000 | $2,802k | Mar 31, 2019 | May 13, 2019 | |
| Wespac Advisors LLC | 18,353 | $2,703k | Jun 30, 2019 | Jul 23, 2019 | |
| Selway Asset Management Inc | 18,285 | $2,693k | Jun 30, 2019 | Jul 30, 2019 | |
| Karpas Strategies LLC | 16,353 | $2,409k | Jun 30, 2019 | Jul 25, 2019 | |
| Torch Wealth Management LLC | 16,148 | $2,378k | Jun 30, 2019 | Aug 2, 2019 | |
| Highland Capital Management LLC | 15,083 | $2,222k | Jun 30, 2019 | Jul 29, 2019 | |
| The WEIL Company | 14,662 | $2,160k | Jun 30, 2019 | Aug 12, 2019 | |
| Bristlecone Advisors LLC | 14,561 | $2,145k | Jun 30, 2019 | Jul 19, 2019 | |
| Homrich & BERG Inc | 14,513 | $2,138k | Jun 30, 2019 | Aug 5, 2019 | |
| Chesley TAFT & Associates LLC | 13,666 | $2,013k | Jun 30, 2019 | Jul 10, 2019 | |
| Gideon Capital Advisors Inc | 13,636 | $2,008k | Jun 30, 2019 | Aug 14, 2019 | |
| Frontier Wealth Management LLC | 12,754 | $1,879k | Jun 30, 2019 | Aug 16, 2019 | |
| Barry Investment Advisors LLC | 12,519 | $1,844k | Jun 30, 2019 | Jul 26, 2019 | |
| Marble Harbor Investment Counsel LLC | 12,433 | $1,831k | Jun 30, 2019 | Aug 7, 2019 | |
| Aurora Investment Counsel | 11,899 | $1,819k | Jun 30, 2019 | Aug 6, 2019 | |
| Levin Capital Strategies LP | 12,044 | $1,774k | Jun 30, 2019 | Aug 13, 2019 | |
| New Potomac Partners LLC | 11,710 | $1,725k | Jun 30, 2019 | Jul 26, 2019 | |
| Argyle Capital Management Inc | 11,486 | $1,692k | Jun 30, 2019 | Jul 25, 2019 | |
| Cohen Klingenstein LLC | 11,462 | $1,688k | Jun 30, 2019 | Jul 15, 2019 | |
| Portland Global Advisors LLC | 11,357 | $1,673k | Jun 30, 2019 | Jul 26, 2019 | |
| Richard Bernstein Advisors LLC | 11,186 | $1,647k | Jun 30, 2019 | Aug 9, 2019 | |
| BLB & B Advisors LLC | 10,694 | $1,575k | Jun 30, 2019 | Jul 29, 2019 | |
| Meridian Investment Counsel Inc | 10,563 | $1,556k | Jun 30, 2019 | Aug 13, 2019 | |
| Harbour Capital Advisors LLC | 10,020 | $1,476k | Jun 30, 2019 | Jul 10, 2019 | |
| Vontobel Swiss Wealth Advisors AG | 10,000 | $1,473k | Jun 30, 2019 | Aug 12, 2019 | |
| WE ARE One Seven LLC | 9,875 | $1,454k | Jun 30, 2019 | Jul 16, 2019 | |
| Delphi Management Inc | 9,750 | $1,436k | Jun 30, 2019 | Aug 20, 2019 | |
| 180 Wealth Advisors LLC | 8,480 | $1,282k | Jun 30, 2019 | Aug 5, 2019 | |
| Aristotle Atlantic Partners LLC | 8,543 | $1,258k | Jun 30, 2019 | Aug 13, 2019 | |
| Azimuth Capital Management LLC | 8,507 | $1,253k | Jun 30, 2019 | Aug 13, 2019 | |
| Unison Advisors LLC | 8,131 | $1,204k | Jun 30, 2019 | Jul 11, 2019 | |
| Asset Advisors Investment Management LLC | 8,096 | $1,192k | Jun 30, 2019 | Jul 25, 2019 | |
| MD SASS Investors Services Inc | 7,800 | $1,149k | Jun 30, 2019 | Aug 13, 2019 | |
| Goelzer Investment Management Inc | 7,634 | $1,124k | Jun 30, 2019 | Jul 29, 2019 | |
| Woodmont Investment Counsel LLC | 7,567 | $1,115k | Jun 30, 2019 | Aug 14, 2019 | |
| Monarch Capital Management Inc | 7,560 | $1,114k | Jun 30, 2019 | Jul 31, 2019 | |
| Appleton Partners Inc | 7,539 | $1,110k | Jun 30, 2019 | Jul 25, 2019 | |
| Regent Investment Management LLC | 7,464 | $1,099k | Jun 30, 2019 | Jul 15, 2019 | |
| Clinton Group Inc | 8,141 | $1,088k | Sep 30, 2018 | Oct 10, 2018 | |
| QS Investors LLC | 7,371 | $1,086k | Jun 30, 2019 | Aug 14, 2019 | |
| Aries Wealth Management LLC | 7,248 | $1,084k | Jun 30, 2019 | Jul 15, 2019 | |
| Stanley-Laman Group Ltd | 6,935 | $1,021k | Jun 30, 2019 | Aug 1, 2019 | |
| Sippican Capital Advisors LLC | 6,629 | $976k | Jun 30, 2019 | Jul 17, 2019 | |
| Wellington Shields Capital Management LLC | 6,412 | $944k | Jun 30, 2019 | Aug 8, 2019 | |
| American Financial Advisors Inc | 6,286 | $926k | Jun 30, 2019 | Aug 12, 2019 | |
| American Trust Investment Advisors LLC | 6,286 | $926k | Jun 30, 2019 | Aug 12, 2019 | |
| American Financial Advisors LLC | 6,286 | $926k | Jun 30, 2019 | Aug 12, 2019 | |
| Deroy & Devereaux Private Investment Counsel Inc | 6,095 | $898k | Jun 30, 2019 | Jul 22, 2019 | |
| Northstar Asset Management Inc | 5,890 | $868k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 5,890 | $868k | Jun 30, 2019 | Jul 16, 2019 | |
| Kingfisher Capital LLC | 5,896 | $868k | Jun 30, 2019 | Aug 14, 2019 | |
| Montag A & Associates Inc | 5,863 | $864k | Jun 30, 2019 | Aug 6, 2019 | |
| Wellesley Investment Partners LLC | 5,517 | $812k | Jun 30, 2019 | Aug 5, 2019 | |
| Dupont Capital Management Corp | 5,505 | $811k | Jun 30, 2019 | Jul 30, 2019 | |
| Mcrae Capital Management Inc | 5,490 | $809k | Jun 30, 2019 | Jul 29, 2019 | |
| Clearstead Advisors LLC | 5,416 | $798k | Jun 30, 2019 | Aug 8, 2019 | |
| Bowling Portfolio Management LLC | 5,375 | $792k | Jun 30, 2019 | Jul 25, 2019 | |
| Williams Jones & Associates LLC | 5,331 | $785k | Jun 30, 2019 | Aug 14, 2019 | |
| Athena Capital Advisors LLC | 5,324 | $784k | Jun 30, 2019 | Aug 9, 2019 | |
| The Fiduciary Group LLC | 5,003 | $737k | Jun 30, 2019 | Aug 14, 2019 | |
| The Caprock Group Inc | 4,888 | $724k | Jun 30, 2019 | Jul 23, 2019 | |
| Biltmore Family Office LLC | 4,856 | $715k | Jun 30, 2019 | Jul 31, 2019 | |
| Dowling & Yahnke LLC | 4,744 | $699k | Jun 30, 2019 | Jul 22, 2019 | |
| Pzena Investment Management LLC | 4,618 | $680k | Jun 30, 2019 | Aug 2, 2019 | |
| Harfst and Associates Inc | 4,454 | $656k | Jun 30, 2019 | Aug 14, 2019 | |
| Arrowmark Colorado Holdings LLC | 4,450 | $655k | Jun 30, 2019 | Aug 14, 2019 | |
| Golub Group LLC | 4,380 | $645k | Jun 30, 2019 | Aug 13, 2019 | |
| Ridgewood Investments LLC | 4,300 | $633k | Jun 30, 2019 | Jul 12, 2019 | |
| Monte Financial Group LLC | 4,261 | $628k | Jun 30, 2019 | Aug 7, 2019 | |
| Buckley Wealth Management LLC | 4,062 | $598k | Jun 30, 2019 | Jul 19, 2019 | |
| DF DENT and Company Inc | 4,050 | $597k | Jun 30, 2019 | Aug 15, 2019 | |
| Congress Park Capital LLC | 3,830 | $586k | Jun 30, 2019 | Aug 2, 2019 | |
| Dodge & COX | 3,962 | $584k | Jun 30, 2019 | Aug 13, 2019 | |
| Bragg Financial Advisors Inc | 3,943 | $581k | Jun 30, 2019 | Aug 14, 2019 | |
| Henry James International Management Inc | 3,863 | $569k | Jun 30, 2019 | Jul 17, 2019 | |
| Family Legacy Inc | 3,851 | $567k | Jun 30, 2019 | Jul 25, 2019 | |
| Tributary Capital Management LLC | 3,850 | $567k | Jun 30, 2019 | Jul 11, 2019 | |
| Beech Hill Advisors Inc | 3,600 | $530k | Jun 30, 2019 | Jul 15, 2019 | |
| Bowen Hanes & Co Inc | 3,500 | $516k | Jun 30, 2019 | Aug 13, 2019 | |
| HGI Capital Management LLC | 3,500 | $516k | Jun 30, 2019 | Jul 26, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 3,203 | $472k | Jun 30, 2019 | Jul 9, 2019 | |
| Dearborn Partners LLC | 3,164 | $466k | Jun 30, 2019 | Jul 29, 2019 | |
| Beacon Investment Advisory Services Inc | 3,140 | $462k | Jun 30, 2019 | Aug 7, 2019 | |
| Meristem Family Wealth LLC | 3,127 | $461k | Jun 30, 2019 | Aug 6, 2019 | |
| Aureus Asset Management LLC | 2,995 | $441k | Jun 30, 2019 | Aug 14, 2019 | |
| Abbot Financial Management Inc | 2,906 | $428k | Jun 30, 2019 | Aug 8, 2019 | |
| Boston Family Office LLC | 2,897 | $427k | Jun 30, 2019 | Jul 30, 2019 | |
| Joel Isaacson & Co LLC | 2,853 | $420k | Jun 30, 2019 | Jul 11, 2019 | |
| Seizert Capital Partners LLC | 2,806 | $413k | Jun 30, 2019 | Aug 6, 2019 | |
| Savant Capital LLC | 2,796 | $412k | Jun 30, 2019 | Aug 6, 2019 | |
| Buckingham Asset Management LLC | 2,763 | $407k | Jun 30, 2019 | Aug 5, 2019 | |
| Blackhawk Capital Partners LLC | 2,753 | $405k | Jun 30, 2019 | Aug 13, 2019 | |
| Gyroscope Capital Management Group LLC | 2,584 | $387k | Jun 30, 2019 | Jul 11, 2019 | |
| Summit X | 2,600 | $384k | Jun 30, 2019 | Aug 13, 2019 | |
| Becker Capital Management Inc | 2,536 | $374k | Jun 30, 2019 | Aug 8, 2019 | |
| West Oak Capital LLC | 2,485 | $366k | Jun 30, 2019 | Jul 12, 2019 | |
| Calamos Wealth Management LLC | 2,475 | $365k | Jun 30, 2019 | Aug 7, 2019 | |
| ALTA Capital Management LLC | 2,435 | $358k | Jun 30, 2019 | Jul 26, 2019 | |
| Cypress Capital Management LLC | 2,419 | $356k | Jun 30, 2019 | Aug 5, 2019 | |
| Venturi Wealth Management LLC | 2,409 | $355k | Jun 30, 2019 | Aug 7, 2019 | |
| Carret Asset Management LLC | 2,375 | $350k | Jun 30, 2019 | Aug 12, 2019 | |
| FORT PITT Capital Group LLC | 2,345 | $345k | Jun 30, 2019 | Aug 9, 2019 | |
| Wealth and Pension Services Group Inc | 2,306 | $340k | Jun 30, 2019 | Aug 15, 2019 | |
| Monetary Management Group Inc | 2,275 | $335k | Jun 30, 2019 | Aug 13, 2019 | |
| Searle & Co | 2,262 | $333k | Jun 30, 2019 | Jul 17, 2019 | |
| WSFS Capital Management LLC | 2,261 | $333k | Jun 30, 2019 | Aug 14, 2019 | |
| Berkeley Capital Partners LLC | 2,224 | $328k | Jun 30, 2019 | Aug 8, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 2,216 | $326k | Jun 30, 2019 | Jul 15, 2019 | |
| Ballast Inc | 2,190 | $324k | Jun 30, 2019 | Jul 26, 2019 | |
| BOYS Arnold & Company Inc | 2,182 | $321k | Jun 30, 2019 | Aug 1, 2019 | |
| Trillium Asset Management LLC | 2,114 | $311k | Jun 30, 2019 | Aug 8, 2019 | |
| RFG Advisory LLC | 2,101 | $307k | Jun 30, 2019 | Aug 23, 2019 | |
| Cypress Wealth Services LLC | 2,069 | $305k | Jun 30, 2019 | Jul 24, 2019 | |
| Acadian Asset Management LLC | 2,050 | $301k | Jun 30, 2019 | Aug 8, 2019 | |
| Summit Financial Group Inc | 2,043 | $301k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 2,043 | $301k | Jun 30, 2019 | Jul 3, 2019 | |
| Evermay Wealth Management LLC | 2,038 | $300k | Jun 30, 2019 | Jul 23, 2019 | |
| Prelude Capital Management LLC | 2,000 | $295k | Call | Jun 30, 2019 | Aug 14, 2019 |
| FFCM LLC | 1,986 | $293k | Jun 30, 2019 | Jul 30, 2019 | |
| ACG Wealth Inc | 1,974 | $291k | Jun 30, 2019 | Aug 6, 2019 | |
| Plancorp LLC | 1,966 | $290k | Jun 30, 2019 | Aug 13, 2019 | |
| Foundation Resource Management Inc | 1,967 | $290k | Jun 30, 2019 | Jul 10, 2019 | |
| Lourd Capital LLC | 1,902 | $280k | Jun 30, 2019 | Jul 11, 2019 | |
| Harvest Capital Management Inc | 1,900 | $279k | Jun 30, 2019 | Aug 7, 2019 | |
| Pagnatokarp Partners LLC | 1,816 | $269k | Jun 30, 2019 | Aug 8, 2019 | |
| Aspiriant LLC | 1,807 | $264k | Jun 30, 2019 | Aug 6, 2019 | |
| Bigelow Investment Advisors LLC | 1,775 | $261k | Jun 30, 2019 | Jul 17, 2019 | |
| Murphy Capital Management Inc | 1,732 | $255k | Jun 30, 2019 | Jul 22, 2019 | |
| Abner Herrman & Brock LLC | 1,716 | $253k | Jun 30, 2019 | Jul 19, 2019 | |
| Diligent Investors LLC | 1,720 | $253k | Jun 30, 2019 | Aug 1, 2019 | |
| ZWJ Investment Counsel Inc | 1,710 | $252k | Jun 30, 2019 | Jul 24, 2019 | |
| Alpha Cubed Investments LLC | 1,708 | $252k | Jun 30, 2019 | Jul 19, 2019 | |
| SRB Corporation | 1,677 | $247k | Jun 30, 2019 | Aug 14, 2019 | |
| BTR Capital Management Inc | 1,656 | $244k | Jun 30, 2019 | Jul 18, 2019 | |
| GHP Investment Advisors Inc | 1,640 | $242k | Jun 30, 2019 | Aug 2, 2019 | |
| Eagle Ridge Investment Management LLC | 1,601 | $236k | Jun 30, 2019 | Aug 1, 2019 | |
| Edgewood Management LLC | 1,564 | $230k | Jun 30, 2019 | Aug 12, 2019 | |
| Clifford SWAN Investment Counsel LLC | 1,539 | $227k | Jun 30, 2019 | Aug 13, 2019 | |
| Brown Advisory Securities LLC | 1,527 | $226k | Jun 30, 2019 | Aug 12, 2019 | |
| Steinberg Asset Management LLC | 1,500 | $221k | Jun 30, 2019 | Aug 14, 2019 | |
| Altium Wealth Management LLC | 1,439 | $212k | Jun 30, 2019 | Jul 18, 2019 | |
| The Northstar Group Inc | 1,407 | $207k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 1,407 | $207k | Jun 30, 2019 | Jul 12, 2019 | |
| Steinberg Global Asset Management Ltd | 1,459 | $204k | Mar 31, 2019 | Apr 24, 2019 | |
| Modera Wealth Management LLC | 1,361 | $200k | Jun 30, 2019 | Aug 7, 2019 | |
| Clean Yield Group Inc | 1,302 | $192k | Jun 30, 2019 | Jul 22, 2019 | |
| The Bollard Group LLC | 1,290 | $190k | Jun 30, 2019 | Aug 13, 2019 | |
| First National Corporation | 1,246 | $184k | Jun 30, 2019 | Jul 22, 2019 | |
| First National Bank of Omaha | 1,151 | $170k | Jun 30, 2019 | Jul 10, 2019 | |
| Hilton Capital Management LLC | 1,094 | $161k | Jun 30, 2019 | Aug 14, 2019 | |
| HMS Capital Management LLC | 700 | $103k | Jun 30, 2019 | Jul 12, 2019 | |
| Princeton Capital Management LLC | 637 | $94k | Jun 30, 2019 | Aug 12, 2019 | |
| MARK Sheptoff Financial Planning LLC | 561 | $83k | Jun 30, 2019 | Aug 12, 2019 | |
| Legacy Financial Advisors Inc | 530 | $78k | Jun 30, 2019 | Jul 15, 2019 | |
| Stevens First Principles Investment Advisors | 286 | $42k | Jun 30, 2019 | Jul 22, 2019 | |
| Gables Capital Management Inc | 275 | $41k | Jun 30, 2019 | Jul 31, 2019 | |
| Spectrum Management Group Inc | 270 | $40k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 270 | $40k | Jun 30, 2019 | Aug 2, 2019 | |
| Mcmillion Capital Management Inc | 184 | $27k | Jun 30, 2019 | Jul 25, 2019 | |
| Allsquare Wealth Management LLC | 109 | $16k | Jun 30, 2019 | Aug 13, 2019 | |
| Thomas J Herzfeld Advisors Inc | 90 | $13k | Jun 30, 2019 | Aug 13, 2019 | |
| The Central Trust Bank | 76 | $11k | Jun 30, 2019 | Jul 16, 2019 | |
| Seabridge Investment Advisors LLC | 53 | $8k | Jun 30, 2019 | Jul 18, 2019 | |
| Litman Gregory Asset Management LLC | 26 | $4k | Jun 30, 2019 | Jul 31, 2019 | |
| Transamerica Financial Advisors Inc | 17 | $3k | Jun 30, 2019 | Aug 21, 2019 |