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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
501
Partnervest Advisory Services
California
$276K
IIC
502
Ironwood Investment Counsel
Arizona
$275K
RJT
503
Raymond James Trust
Florida
$274K -$13.9K -253 -5%
GLA
504
Great Lakes Advisors
Illinois
$271K
BSW
505
Buckingham Strategic Wealth
Missouri
$267K +$256K +4,662 New
Fuller & Thaler Asset Management
506
Fuller & Thaler Asset Management
California
$260K +$5.49K +100 +2%
GT
507
Glenview Trust
Kentucky
$260K +$249K +4,535 New
DP
508
Dearborn Partners
Illinois
$258K
WB
509
WesBanco Bank
West Virginia
$258K +$5.43K +99 +2%
W
510
Wealthfront
California
$256K +$21.8K +398 +10%
CCA
511
Checchi Capital Advisers
California
$256K +$246K +4,478 New
Renaissance Technologies
512
Renaissance Technologies
New York
$252K +$241K +4,400 New
HPC
513
HM Payson & Co
Maine
$242K -$49.4K -900 -18%
WKWM
514
Walter & Keenan Wealth Management
Indiana
$240K
FAB
515
First American Bank
Illinois
$229K
GI
516
GAMCO Investors
Connecticut
$229K
NSAM
517
North Star Asset Management
Wisconsin
$229K
OC
518
Oppenheimer & Co
New York
$228K +$3.02K +55 +1%
PP
519
Prudential plc
United Kingdom
$221K
VCM
520
Vigilant Capital Management
Maine
$220K -$54.9K -1,000 -21%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$218K +$209K +3,804 New
WSTAM
522
Wilbanks Smith & Thomas Asset Management
Virginia
$216K +$207K +3,777 New
GIS
523
Guardian Investor Services
New York
$214K -$6.47K -118 -3%
DHFB
524
Dixon Hubard Feinour & Brown
Virginia
$211K +$203K +3,692 New
CT
525
Cambridge Trust
Massachusetts
$208K -$61.3K -1,118 -24%