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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
401
Kestra Advisory Services
Texas
$3.39M +$1.52M +9,487 +77%
KeyBank National Association
402
KeyBank National Association
Ohio
$3.38M -$292K -1,819 -8%
TPM
403
Triasima Portfolio Management
Quebec, Canada
$3.37M -$50.5K -315 -1%
LA
404
Legacy Advisors
Pennsylvania
$3.34M +$626K +3,905 +22%
QT
405
Quantbot Technologies
New York
$3.34M +$3.45M +21,503 New
WF
406
Welch & Forbes
Massachusetts
$3.33M -$239K -1,491 -7%
SFA
407
Souders Financial Advisors
Ohio
$3.32M +$107K +667 +3%
BF
408
BOK Financial
Oklahoma
$3.29M +$261K +1,626 +8%
SLI
409
Sumitomo Life Insurance
Japan
$3.29M +$39.9K +249 +1%
AF
410
Alerus Financial
North Dakota
$3.23M +$627K +3,915 +23%
EL
411
Essex LLC
Illinois
$3.21M +$68.6K +428 +2%
SAM
412
Sompo Asset Management
Japan
$3.19M -$1.38M -8,610 -30%
PPW
413
Parcion Private Wealth
Washington
$3.16M -$431K -2,691 -12%
V
414
Veritable
Delaware
$3.11M +$47.9K +299 +2%
KWILP
415
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.07M -$3.14M -19,603 -50%
SBWIC
416
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.96M +$4.17K +26 +0.1%
MBTD
417
Mechanics Bank - Trust Department
California
$2.93M +$68.6K +428 +2%
CPA
418
Capital Planning Advisors
California
$2.89M -$8.49K -53 -0.3%
AP
419
Advisor Partners
California
$2.88M +$50.3K +314 +2%
USAA
420
United Services Automobile Association
Texas
$2.87M +$2.96M +18,486 New
LGF
421
LGT Group Foundation
Liechtenstein
$2.87M -$158K -989 -5%
FCH
422
Freestone Capital Holdings
Washington
$2.83M -$533K -3,326 -15%
BCV
423
Banque Cantonale Vaudoise
Switzerland
$2.82M -$321K -2,000 -10%
MNBTD
424
Moody National Bank Trust Division
Texas
$2.79M -$1.22M -7,606 -30%
AAMU
425
AEGON Asset Management (UK)
United Kingdom
$2.78M +$139K +870 +5%