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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
426
HBK Sorce Advisory
Pennsylvania
$897K +$80.6K +987 +10%
BAM
427
Bruderman Asset Management
New York
$893K +$571K +6,989 +179%
ZCA
428
Zeke Capital Advisors
Pennsylvania
$877K -$1.8K -22 -0.2%
CIBC World Market
429
CIBC World Market
Ontario, Canada
$873K +$642K +7,859 +282%
AT
430
Arden Trust
Delaware
$865K -$34.9K -427 -4%
CWM
431
Confluence Wealth Management
Oregon
$856K
HAG
432
HighPoint Advisor Group
Illinois
$856K +$20.5K +251 +3%
FTIOP
433
Fiduciary Trust International of Pennsylvania
Pennsylvania
$854K +$147K +1,800 +21%
WA1
434
Wimmer Associates 1
California
$852K -$12.1K -148 -1%
UCFA
435
United Capital Financial Advisors
Texas
$850K +$85.2K +1,044 +11%
TFA
436
Transamerica Financial Advisors
Florida
$829K -$6.78M -83,003 -89%
WIC
437
Wilkins Investment Counsel
Massachusetts
$820K
SCM
438
Sterling Capital Management
North Carolina
$814K +$74K +906 +10%
FWCM
439
Ferguson Wellman Capital Management
Oregon
$802K +$162K +1,980 +25%
AIP
440
Ameritas Investment Partners
Nebraska
$792K -$72.7K -891 -8%
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$783K -$169K -2,065 -18%
AAM
442
Aureus Asset Management
Massachusetts
$782K +$503K +6,160 +182%
DT
443
Diversified Trust
Tennessee
$780K +$777K +9,518 New
WI
444
Wintrust Investments
Illinois
$750K +$747K +9,151 New
LS
445
Livforsakringsbolaget Skandia
Sweden
$747K +$106K +1,300 +17%
CT
446
CPF Texas
Texas
$718K
HCM
447
Howland Capital Management
Massachusetts
$716K
AWM
448
Altium Wealth Management
New York
$714K +$232K +2,838 +48%
VFA
449
Voya Financial Advisors
Connecticut
$712K +$1.55K +19 +0.2%
DLA
450
Douglas Lane & Associates
New York
$707K +$36.6K +448 +5%