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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
426
Wilkins Investment Counsel
Massachusetts
$838K
HAG
427
HighPoint Advisor Group
Illinois
$822K +$4.91K +62 +0.6%
ZCA
428
Zeke Capital Advisors
Pennsylvania
$811K +$353K +4,452 +85%
GHCM
429
Glen Harbor Capital Management
California
$797K -$185K -2,332 -20%
DSI
430
Daiwa SB Investments
Japan
$788K +$59.4K +750 +9%
NC
431
Nicholas Company
Wisconsin
$779K -$182K -2,300 -20%
PI
432
Putnam Investments
Massachusetts
$774K -$63.4K -800 -8%
FTIOP
433
Fiduciary Trust International of Pennsylvania
Pennsylvania
$758K -$161K -2,025 -18%
EWM
434
Evercore Wealth Management
New York
$758K +$11K +139 +2%
GLA
435
Great Lakes Advisors
Illinois
$744K +$16.1K +203 +2%
HCM
436
Howland Capital Management
Massachusetts
$743K -$23.8K -300 -3%
WEC
437
Winslow Evans & Crocker
Massachusetts
$728K +$79 +1 +0%
CIA
438
Choate Investment Advisors
Massachusetts
$727K -$320K -4,040 -32%
VFA
439
Voya Financial Advisors
Connecticut
$712K +$3.17K +40 +0.5%
SCM
440
Shelton Capital Management
Colorado
$706K -$39.6K -500 -6%
LNC
441
Lincoln National Corp
Pennsylvania
$697K -$31.2K -393 -5%
FPS
442
Fieldpoint Private Securities
Connecticut
$688K +$650K +8,205 New
SPC
443
Stewart & Patten Company
California
$687K
TSW
444
Thompson Siegel & Walmsley
Virginia
$676K
CAM
445
Cypress Asset Management
Texas
$670K -$79.3K -1,000 -11%
TH
446
TCTC Holdings
Texas
$649K
CWM
447
Calamos Wealth Management
Illinois
$645K +$610K +7,700 New
FWCM
448
Ferguson Wellman Capital Management
Oregon
$642K +$12.5K +158 +2%
DADC
449
D.A. Davidson & Co
Montana
$637K -$8.32K -105 -1%
Voloridge Investment Management
450
Voloridge Investment Management
Florida
$631K +$597K +7,528 New