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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
326
Washington Trust Bank
Washington
$13.4M -$240K -1,084 -2%
SOADOR
327
State of Alaska Department of Revenue
Alaska
$13.4M -$455K -2,050 -3%
WTC
328
WhitTier Trust Company
Nevada
$13.3M +$625K +2,819 +5%
AAS
329
Annex Advisory Services
Wisconsin
$13.2M +$583K +2,626 +4%
ROC
330
Running Oak Capital
Minnesota
$13.2M +$1.2M +5,422 +10%
NAM
331
Nissay Asset Management
Japan
$13M -$305K -1,375 -2%
HTIM
332
Harbour Trust & Investment Management
Indiana
$13M +$194K +874 +1%
CIS
333
Capital International Sarl
California
$12.8M +$2.1M +9,487 +19%
FAB
334
First American Bank
Illinois
$12.8M +$125K +562 +0.9%
Wealthfront Advisers
335
Wealthfront Advisers
California
$12.7M +$781K +3,521 +6%
SWIG
336
Strategic Wealth Investment Group
Kentucky
$12.6M -$139K -625 -1%
MOACM
337
Mutual of America Capital Management
New York
$12.5M -$382K -1,721 -3%
Vanguard Personalized Indexing Management
338
Vanguard Personalized Indexing Management
California
$12M +$370K +1,666 +3%
ACIM
339
Azimuth Capital Investment Management
Michigan
$12M +$234K +1,055 +2%
CI Investments Inc
340
CI Investments Inc
Ontario, Canada
$11.9M +$898K +4,046 +8%
Luther King Capital Management (LKCM)
341
Luther King Capital Management (LKCM)
Texas
$11.7M -$566K -2,550 -4%
GC
342
Gillson Capital
Illinois
$11.3M +$11.8M +53,070 New
BCI
343
Brinker Capital Investments
Pennsylvania
$11.3M -$46.4K -209 -0.4%
OPS
344
Orion Portfolio Solutions
Nebraska
$11.3M -$46.4K -209 -0.4%
CWM
345
Calamos Wealth Management
Illinois
$11.1M +$2.85M +12,824 +33%
Wealth Enhancement Advisory Services
346
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$597K +2,690 +6%
PF
347
Phoenix Financial
Israel
$10.9M +$689K +3,107 +6%
Mirae Asset Global Investments
348
Mirae Asset Global Investments
South Korea
$10.9M +$565K +2,546 +5%
HVIA
349
Hudson Valley Investment Advisors
New York
$10.6M -$92.7K -418 -0.8%
BIM
350
Bridges Investment Management
Nebraska
$10.5M +$1.12M +5,066 +11%