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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DSI
476
Daiwa SB Investments
Japan
$576K +$10.6K +130 +2%
EWM
477
Evercore Wealth Management
New York
$574K -$167K -2,044 -23%
CCG
478
Cypress Capital Group
Florida
$574K -$81.6K -1,000 -13%
OCG
479
Opus Capital Group
Ohio
$572K +$139K +1,700 +32%
CPA
480
Capital Planning Advisors
California
$572K +$569K +6,976 New
RJT
481
Raymond James Trust
Florida
$567K +$70.2K +860 +14%
BRWA
482
B. Riley Wealth Advisors
Florida
$562K -$249K -3,045 -31%
NCM
483
Noesis Capital Mangement
Florida
$543K – – –
DSC
484
Duncker Streett & Co
Missouri
$541K – – –
PI
485
Putnam Investments
Massachusetts
$537K -$88.5K -1,084 -14%
HCMT
486
Highland Capital Management (Tennessee)
Tennessee
$534K -$7.02K -86 -1%
MPAM
487
Murphy Pohlad Asset Management
Minnesota
$529K -$49K -600 -8%
LCM
488
Laurion Capital Management
New York
$527K -$642K -7,863 -55%
CAM
489
Claret Asset Management
Quebec, Canada
$516K – – –
FNT
490
First National Trust
Pennsylvania
$513K -$653 -8 -0.1%
WEC
491
Winslow Evans & Crocker
Massachusetts
$508K – – –
ST
492
Smithfield Trust
Pennsylvania
$506K – – –
HB
493
Homrich & Berg
Georgia
$506K +$6.53K +80 +1%
VCM
494
Virtue Capital Management
Tennessee
$506K +$226K +2,767 +81%
AWM
495
Aries Wealth Management
Maine
$502K – – –
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$489K +$15.3K +188 +3%
QI
497
QS Investors
New York
$480K – – –
MME
498
Meag Munich Ergo
Germany
$474K – – –
ET
499
Equitable Trust
Tennessee
$474K +$472K +5,788 New
HFS
500
HL Financial Services
Kentucky
$473K +$4.82K +59 +1%
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