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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
501
Checchi Capital Advisers
California
$363K -$50.2K -750 -12%
RWA
502
RGT Wealth Advisors
Texas
$361K +$360K +5,371 New
Dodge & Cox
503
Dodge & Cox
California
$360K
MA
504
Montag & Associates
Georgia
$353K +$351K +5,244 New
LJAC
505
L.J. Altfest & Co
New York
$352K +$3.62K +54 +1%
ACP
506
Ashfield Capital Partners
California
$350K
ROTUOC
507
Regents of the University of California
California
$350K
WAM
508
Wealthspire Advisors (Maryland)
Maryland
$349K -$38.6K -576 -10%
WA
509
WFG Advisors
Texas
$349K +$134 +2 +0%
LTFS
510
Ladenburg Thalmann Financial Services
Florida
$349K +$29K +433 +9%
HB
511
Homrich & Berg
Georgia
$342K +$2.41K +36 +0.7%
IIC
512
Ironwood Investment Counsel
Arizona
$340K +$17.3K +259 +5%
TCOV
513
Trust Company of Vermont
Vermont
$339K +$107K +1,604 +47%
MPI
514
Mairs & Power Inc
Minnesota
$337K +$336K +5,010 New
CB
515
Commerce Bank
Missouri
$336K -$22.6K -338 -6%
RJT
516
Raymond James Trust
Florida
$331K +$11.7K +174 +4%
TSS
517
Two Sigma Securities
New York
$330K +$123K +1,843 +60%
CPA
518
Capital Planning Advisors
California
$328K
FWM
519
Frontier Wealth Management
Missouri
$328K +$326K +4,870 New
SCP
520
Syntal Capital Partners
Texas
$325K +$324K +4,833 New
CG
521
Clinton Group
New York
$324K +$322K +4,811 New
HCM
522
Hutchinson Capital Management
California
$323K
SPC
523
Sigma Planning Corp
Michigan
$323K +$322K +4,805 New
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$322K +$4.96K +74 +2%
MAM
525
Mizuho Asset Management
Japan
$319K -$156K -2,328 -33%