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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$239K +$5.95K +103 +2%
WKWM
502
Walter & Keenan Wealth Management
Indiana
$238K
SGAM
503
Steinberg Global Asset Management
Florida
$236K +$17.3K +300 +8%
FAB
504
First American Bank
Illinois
$227K
GI
505
GAMCO Investors
Connecticut
$227K
NSAM
506
North Star Asset Management
Wisconsin
$227K
KFA
507
Kelleher Financial Advisors
New York
$226K -$173K -3,000 -43%
WSTAM
508
Wilbanks Smith & Thomas Asset Management
Virginia
$222K +$4.45K +77 +2%
PP
509
Prudential plc
United Kingdom
$219K
VCM
510
Vigilant Capital Management
Maine
$218K
Calamos Advisors
511
Calamos Advisors
Illinois
$214K -$116K -2,000 -35%
CIC
512
Chilton Investment Company
Connecticut
$213K
DHFB
513
Dixon Hubard Feinour & Brown
Virginia
$213K +$3.81K +66 +2%
SI
514
Stephens Inc
Arkansas
$209K -$6.87K -119 -3%
SS
515
Simplicity Solutions
Minnesota
$208K +$212K +3,672 New
SI
516
Scout Investments
Missouri
$207K +$211K +3,645 New
PAIA
517
Park Avenue Institutional Advisers
New York
$206K +$210K +3,634 New
BSA
518
Braun Stacey Associates
New York
$204K
JMFC
519
J.M. Forbes & Co
Massachusetts
$204K
CT
520
Cambridge Trust
Massachusetts
$202K +$205K +3,555 New
WBC
521
Westpac Banking Corp
Australia
$197K -$1.66M -28,744 -89%
AGM
522
Alpine Global Management
New York
$195K -$61.3K -1,062 -24%
TCOV
523
Trust Company of Vermont
Vermont
$193K
IWMPD
524
Integrated Wealth Management (Palm Desert)
California
$179K -$7.8K -135 -4%
DADC
525
D.A. Davidson & Co
Montana
$174K -$18.9K -327 -9%