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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
451
Bartlett & Co
Ohio
$365K – – –
NRS
452
Neville Rodie & Shaw
New York
$365K – – –
LP
453
LMR Partners
United Kingdom
$365K +$336K +6,001 New
CAAS
454
Capital Asset Advisory Services
Michigan
$364K +$335K +5,982 New
ECM
455
Everence Capital Management
Indiana
$360K – – –
CCMG
456
Clark Capital Management Group
Pennsylvania
$358K -$19.4K -346 -6%
DI
457
Diligent Investors
California
$350K -$5.6K -100 -2%
OWP
458
Obermeyer Wealth Partners
Colorado
$344K – – –
CSS
459
Cubist Systematic Strategies
Connecticut
$340K -$561K -10,023 -64%
MCA
460
Mercer Capital Advisers
New Jersey
$337K – – –
MBTD
461
Mechanics Bank - Trust Department
California
$334K – – –
CB
462
Commerce Bank
Missouri
$330K -$15.2K -271 -5%
HB
463
Homrich & Berg
Georgia
$329K +$3.3K +59 +1%
TNBTD
464
Trustmark National Bank Trust Department
Mississippi
$329K +$24.1K +431 +9%
WAM
465
Wealthspire Advisors (Maryland)
Maryland
$320K +$7.06K +126 +2%
ACP
466
Ashfield Capital Partners
California
$316K – – –
ROTUOC
467
Regents of the University of California
California
$316K – – –
LJAC
468
L.J. Altfest & Co
New York
$313K +$1.57K +28 +0.5%
BPM
469
Bowling Portfolio Management
Ohio
$312K – – –
CT
470
Cambridge Trust
Massachusetts
$305K +$47K +840 +20%
RCAMU
471
Rothschild & Co Asset Management US
Connecticut
$302K +$278K +4,964 New
MC
472
Moors & Cabot
Massachusetts
$301K +$23.9K +426 +9%
CPA
473
Capital Planning Advisors
California
$297K – – –
TF
474
Trutina Financial
Washington
$293K – – –
HCM
475
Hutchinson Capital Management
California
$292K – – –
17 18
19
20 21