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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BPM
476
Bowling Portfolio Management
Ohio
$268K – – –
LJAC
477
L.J. Altfest & Co
New York
$267K – – –
HPC
478
HM Payson & Co
Maine
$266K +$47.9K +858 +20%
AP
479
Advisor Partners
California
$265K -$140K -2,514 -33%
CCA
480
Checchi Capital Advisers
California
$264K +$28.3K +507 +11%
NYLIM
481
New York Life Investment Management
New York
$261K – – –
SIG
482
Schooner Investment Group
Pennsylvania
$260K -$140K -2,500 -33%
CB
483
Commerce Bank
Missouri
$259K +$6.14K +110 +2%
W
484
Wealthfront
California
$258K -$65.7K -1,177 -19%
CPA
485
Capital Planning Advisors
California
$255K -$53K -950 -16%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$255K +$37.4K +670 +16%
TNBTD
487
Trustmark National Bank Trust Department
Mississippi
$252K +$26.4K +472 +11%
IIC
488
Ironwood Investment Counsel
Arizona
$250K – – –
CL
489
CPWM LLC
Washington
$245K +$261K +4,683 New
SS
490
Simplicity Solutions
Minnesota
$244K +$55.7K +998 +27%
FMLI
491
Fukoku Mutual Life Insurance
Japan
$242K -$16.8K -300 -6%
BSW
492
Buckingham Strategic Wealth
Missouri
$237K -$26.7K -478 -10%
SWP
493
Stratos Wealth Partners
Ohio
$237K +$254K +4,541 New
PAS
494
Partnervest Advisory Services
California
$231K – – –
MCM
495
Manchester Capital Management
Vermont
$230K – – –
WKWM
496
Walter & Keenan Wealth Management
Indiana
$219K – – –
WA
497
WFG Advisors
Texas
$218K -$5.47K -98 -2%
SGAM
498
Steinberg Global Asset Management
Florida
$217K – – –
RC
499
RegentAtlantic Capital
New Jersey
$213K +$228K +4,079 New
RJT
500
Raymond James Trust
Florida
$211K -$42.1K -754 -16%
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