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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
501
Snowden Capital Advisors
New York
$418K +$404K +5,654 New
WMSA
502
Weiss Multi-Strategy Advisers
New York
$417K -$6.75M -94,490 -94%
IA
503
IFP Advisors
Florida
$411K +$51.5K +720 +15%
HFS
504
HL Financial Services
Kentucky
$410K -$152K -2,134 -28%
MCA
505
Mercer Capital Advisers
New Jersey
$410K – – –
LNC
506
Lincoln National Corp
Pennsylvania
$408K +$82.8K +1,159 +27%
MBTD
507
Mechanics Bank - Trust Department
California
$406K – – –
BPM
508
Bowling Portfolio Management
Ohio
$396K -$5.81M -81,301 -94%
DLA
509
Douglas Lane & Associates
New York
$396K -$10.7K -150 -3%
NFP
510
Narus Financial Partners
Utah
$395K – – –
ACP
511
Ashfield Capital Partners
California
$384K – – –
ROTUOC
512
Regents of the University of California
California
$384K – – –
AAM
513
Aureus Asset Management
Massachusetts
$378K +$367K +5,130 New
WAM
514
Wealthspire Advisors (Maryland)
Maryland
$376K +$39K +546 +12%
IIC
515
Ironwood Investment Counsel
Arizona
$373K – – –
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$371K +$7.58K +106 +2%
BFM
517
Boothbay Fund Management
New York
$370K -$1.43K -20 -0.4%
MPI
518
Mairs & Power Inc
Minnesota
$370K – – –
LTFS
519
Ladenburg Thalmann Financial Services
Florida
$368K -$26.7K -373 -7%
CCA
520
Checchi Capital Advisers
California
$367K -$56.1K -785 -14%
RJT
521
Raymond James Trust
Florida
$366K +$2.29K +32 +0.7%
TCOV
522
Trust Company of Vermont
Vermont
$363K +$4.93K +69 +1%
JIP
523
Jaffetilchin Investment Partners
Florida
$363K +$8.29K +116 +2%
CPA
524
Capital Planning Advisors
California
$361K – – –
FWM
525
Frontier Wealth Management
Missouri
$360K – – –
19 20
21
22 23