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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
IPC
476
Independent Portfolio Consultants
Florida
$612K +$27.8K +415 +5%
SCM
477
Shelton Capital Management
Colorado
$610K
GCA
478
Gideon Capital Advisors
New York
$606K -$1.2M -17,940 -67%
EWM
479
Evercore Wealth Management
New York
$604K +$31.6K +472 +6%
RCAMU
480
Rothschild & Co Asset Management US
Connecticut
$591K +$120K +1,796 +26%
LOAME
481
Lombard Odier Asset Management (Europe)
United Kingdom
$586K
CC
482
Cognios Capital
Kansas
$586K +$26.8K +400 +5%
GLA
483
Great Lakes Advisors
Illinois
$578K +$10.5K +156 +2%
CB
484
Cooke & Bieler
Pennsylvania
$575K
FRM
485
Fox Run Management
Connecticut
$575K +$570K +8,500 New
UCFA
486
United Capital Financial Advisors
Texas
$574K -$20.4K -305 -3%
RBC
487
Ronald Blue & Co
Georgia
$574K
WT
488
Whittier Trust
California
$557K +$11.5K +172 +2%
SPC
489
Stewart & Patten Company
California
$554K
CIBC World Market
490
CIBC World Market
Ontario, Canada
$552K -$282K -4,206 -34%
TSW
491
Thompson Siegel & Walmsley
Virginia
$545K
FWCM
492
Ferguson Wellman Capital Management
Oregon
$541K +$15.3K +228 +3%
TH
493
TCTC Holdings
Texas
$523K
HFS
494
HL Financial Services
Kentucky
$519K
MPAM
495
Murphy Pohlad Asset Management
Minnesota
$515K
Grantham, Mayo, Van Otterloo & Co (GMO)
496
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$504K +$13.4K +200 +3%
FNT
497
First National Trust
Pennsylvania
$497K -$80.4K -1,200 -14%
HPC
498
HM Payson & Co
Maine
$491K -$50.3K -750 -9%
VanEck Associates
499
VanEck Associates
New York
$487K +$40K +597 +9%
LP
500
LMR Partners
United Kingdom
$485K -$154K -2,300 -24%