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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
476
HL Financial Services
Kentucky
$479K +$15.9K +200 +4%
CAAS
477
Capital Asset Advisory Services
Michigan
$468K +$3.96K +50 +0.9%
MCA
478
Mercer Capital Advisers
New Jersey
$465K – – –
NFP
479
Narus Financial Partners
Utah
$465K +$15.9K +200 +4%
PFS
480
Prospera Financial Services
Texas
$463K +$25.8K +326 +6%
BC
481
Bartlett & Co
Ohio
$462K – – –
SSA
482
Schonfeld Strategic Advisors
New York
$462K +$437K +5,514 New
MBTD
483
Mechanics Bank - Trust Department
California
$461K – – –
TCOT
484
Trust Company of Toledo
Ohio
$461K – – –
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$458K +$34.1K +430 +9%
SCM
486
SOL Capital Management
Maryland
$453K -$15.9K -200 -4%
HCMT
487
Highland Capital Management (Tennessee)
Tennessee
$453K +$6.26K +79 +1%
FIM
488
Foresters Investment Management
New York
$452K +$31.7K +400 +8%
ACP
489
Ashfield Capital Partners
California
$448K +$11.7K +148 +3%
LJAC
490
L.J. Altfest & Co
New York
$447K -$89.6K -1,131 -18%
AAM
491
Aureus Asset Management
Massachusetts
$443K +$12.2K +154 +3%
OCG
492
Opus Capital Group
Ohio
$442K +$122K +1,535 +41%
GXMC
493
Global X Management Company
New York
$439K +$36.8K +464 +10%
ROTUOC
494
Regents of the University of California
California
$436K – – –
BPM
495
Bowling Portfolio Management
Ohio
$432K -$15.9K -200 -4%
IIC
496
Ironwood Investment Counsel
Arizona
$424K – – –
VIA
497
Vident Investment Advisory
Georgia
$422K +$400K +5,042 New
RWA
498
RGT Wealth Advisors
Texas
$417K +$951 +12 +0.2%
RJT
499
Raymond James Trust
Florida
$416K +$2.14K +27 +0.5%
SGCA
500
Steel Grove Capital Advisors
Tennessee
$411K -$152K -1,920 -28%
18 19
20
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