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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
501
Walter & Keenan Wealth Management
Indiana
$233K
CT
502
Cambridge Trust
Massachusetts
$232K -$76.4K -1,387 -25%
RJT
503
Raymond James Trust
Florida
$231K +$8.16K +148 +4%
FRM
504
Fox Run Management
Connecticut
$227K +$226K +4,100 New
JMPWA
505
JP Morgan Private Wealth Advisors
California
$223K +$222K +4,024 New
FAB
506
First American Bank
Illinois
$222K
GI
507
GAMCO Investors
Connecticut
$222K
NSAM
508
North Star Asset Management
Wisconsin
$222K
KFA
509
Kelleher Financial Advisors
New York
$221K
IA
510
IFP Advisors
Florida
$220K +$219K +3,974 New
PP
511
Prudential plc
United Kingdom
$214K
VCM
512
Vigilant Capital Management
Maine
$213K
Calamos Advisors
513
Calamos Advisors
Illinois
$209K +$208K +3,770 New
DHFB
514
Dixon Hubard Feinour & Brown
Virginia
$205K +$203K +3,692 New
BOTW
515
Bank of the West
California
$201K -$277K -5,027 -58%
GT
516
Glenview Trust
Kentucky
$201K +$200K +3,625 New
LJHT
517
Laurie J. Hall Trustee
$198K +$193K +3,500 New
PAM
518
PartnerRe Asset Management
Connecticut
$197K -$333K -6,040 -63%
TCOV
519
Trust Company of Vermont
Vermont
$191K
KLWA
520
Kelly Lawrence W & Associates
California
$189K +$138K +2,500 +278%
DADC
521
D.A. Davidson & Co
Montana
$188K +$2.7K +49 +1%
PAIA
522
Park Avenue Institutional Advisers
New York
$187K -$8.1K -147 -4%
LTFS
523
Ladenburg Thalmann Financial Services
Florida
$180K +$15.4K +280 +9%
IWMPD
524
Integrated Wealth Management (Palm Desert)
California
$175K
S
525
SignatureFD
Georgia
$175K +$155K +2,805 +801%