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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CC
476
ClearArc Capital
Ohio
$689K -$367K -4,401 -34%
CB
477
Commerce Bank
Missouri
$686K +$73.9K +886 +11%
EWM
478
Evercore Wealth Management
New York
$685K +$133K +1,593 +23%
PA
479
Profund Advisors
Maryland
$684K -$259K -3,108 -27%
NRS
480
Neville Rodie & Shaw
New York
$680K
PP
481
Paloma Partners
Connecticut
$677K +$158K +1,891 +29%
SAM
482
Symphony Asset Management
California
$672K +$131K +1,566 +23%
HCM
483
Howland Capital Management
Massachusetts
$669K -$34.3K -411 -5%
TFA
484
Transamerica Financial Advisors
Florida
$649K -$129K -1,552 -16%
TSW
485
Thompson Siegel & Walmsley
Virginia
$643K
Financial Engines Advisors
486
Financial Engines Advisors
California
$631K +$659K +7,910 New
KWA
487
KCS Wealth Advisory
California
$624K +$66.5K +798 +11%
CWM
488
Calamos Wealth Management
Illinois
$623K -$4.31M -51,756 -87%
TH
489
TCTC Holdings
Texas
$617K
LOAMS
490
Lombard Odier Asset Management (Switzerland)
Switzerland
$615K +$643K +7,711 New
CIA
491
Choate Investment Advisors
Massachusetts
$614K -$4.17K -50 -0.6%
AWM
492
Altium Wealth Management
New York
$613K -$26.2K -314 -4%
SCM
493
Shelton Capital Management
Colorado
$608K -$25K -300 -4%
EWM
494
Elmwood Wealth Management
California
$605K -$42.4K -508 -6%
AI
495
Atria Investments
North Carolina
$604K -$86K -1,032 -12%
DLA
496
Douglas Lane & Associates
New York
$587K -$68.4K -820 -10%
TRCT
497
Tower Research Capital (TRC)
New York
$585K +$122K +1,466 +25%
CAG
498
Crestwood Advisors Group
Massachusetts
$583K -$24.7K -296 -4%
CC
499
Chicago Capital
Illinois
$574K
PTC
500
Private Trust Company
Ohio
$551K -$11.8K -141 -2%