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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
TSBJ
476
Trevor, Stewart, Burton & Jacobsen
New York
$287K
LNWWM
477
Laird Norton Wetherby Wealth Management
California
$287K +$15.4K +279 +6%
WAM
478
Wealthspire Advisors (Maryland)
Maryland
$285K +$283K +5,134 New
BPM
479
Bowling Portfolio Management
Ohio
$284K
LJAC
480
L.J. Altfest & Co
New York
$284K
HPC
481
HM Payson & Co
Maine
$282K
AP
482
Advisor Partners
California
$279K -$2.7K -49 -1%
BSW
483
Buckingham Strategic Wealth
Missouri
$279K +$27K +490 +11%
TNBTD
484
Trustmark National Bank Trust Department
Mississippi
$275K +$8.21K +149 +3%
CPA
485
Capital Planning Advisors
California
$271K
TF
486
Trutina Financial
Washington
$267K -$35.8K -650 -12%
SHA
487
Smith Hayes Advisers
Nebraska
$266K -$55.1K -1,000 -17%
HCM
488
Hutchinson Capital Management
California
$266K -$25.1K -455 -9%
IIC
489
Ironwood Investment Counsel
Arizona
$266K
WA
490
WFG Advisors
Texas
$260K +$27.6K +501 +12%
Simplex Trading
491
Simplex Trading
Illinois
$259K -$80.8K -1,467 -24%
FMLI
492
Fukoku Mutual Life Insurance
Japan
$257K
MC
493
Moors & Cabot
Massachusetts
$252K -$38.5K -699 -13%
TBA
494
Tower Bridge Advisors
Pennsylvania
$250K +$248K +4,500 New
MCM
495
Manchester Capital Management
Vermont
$244K
SM
496
Sciencast Management
New Jersey
$244K +$242K +4,400 New
SF
497
Synovus Financial
Georgia
$239K +$196K +3,565 +480%
CWM
498
Confluence Wealth Management
Oregon
$238K +$236K +4,286 New
Citadel Advisors
499
Citadel Advisors
Florida
$237K -$962K -17,450 -80%
PAS
500
Partnervest Advisory Services
California
$233K -$12.3K -223 -5%