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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
476
Glassman Wealth Services
Virginia
$340K +$326K +5,941 New
ECM
477
Everence Capital Management
Indiana
$339K – – –
OCG
478
Opus Capital Group
Ohio
$339K – – –
BAAM
479
Baker Avenue Asset Management
California
$335K – – –
CPA
480
Capital Planning Advisors
California
$334K +$320K +5,833 New
DI
481
Diligent Investors
California
$334K +$333K +6,080 New
AP
482
Advisor Partners
California
$330K +$4.06K +74 +1%
FMLI
483
Fukoku Mutual Life Insurance
Japan
$329K – – –
HCM
484
Hutchinson Capital Management
California
$328K -$9.87K -180 -3%
HB
485
Homrich & Berg
Georgia
$328K -$3.07K -56 -1%
OWP
486
Obermeyer Wealth Partners
Colorado
$324K +$311K +5,667 New
MCA
487
Mercer Capital Advisers
New Jersey
$317K +$304K +5,546 New
MBTD
488
Mechanics Bank - Trust Department
California
$315K -$320K -5,833 -51%
QIM
489
Quantitative Investment Management
Virginia
$309K +$296K +5,400 New
CB
490
Commerce Bank
Missouri
$307K +$34.1K +622 +13%
ACP
491
Ashfield Capital Partners
California
$298K – – –
ROTUOC
492
Regents of the University of California
California
$298K – – –
BPM
493
Bowling Portfolio Management
Ohio
$294K – – –
LJAC
494
L.J. Altfest & Co
New York
$293K +$281K +5,120 New
NYLIM
495
New York Life Investment Management
New York
$286K – – –
MCM
496
Manchester Capital Management
Vermont
$284K – – –
EPM
497
Equitec Proprietary Markets
Illinois
$280K +$268K +4,883 New
BKBG
498
BHF Kleinwort Benson Group
Belgium
$279K -$446K -8,140 -50%
WA
499
WFG Advisors
Texas
$279K +$31.5K +575 +13%
SWP
500
Stratos Wealth Partners
Ohio
$279K +$267K +4,869 New
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