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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
501
HL Financial Services
Kentucky
$430K -$2.72K -36 -0.6%
CAAS
502
Capital Asset Advisory Services
Michigan
$430K +$418K +5,537 New
MBTD
503
Mechanics Bank - Trust Department
California
$429K – – –
TCOT
504
Trust Company of Toledo
Ohio
$429K +$415K +5,500 New
DLA
505
Douglas Lane & Associates
New York
$427K +$9.14K +121 +2%
BPM
506
Bowling Portfolio Management
Ohio
$418K -$378 -5 -0.1%
NFP
507
Narus Financial Partners
Utah
$417K – – –
HCMT
508
Highland Capital Management (Tennessee)
Tennessee
$415K -$310K -4,110 -44%
BFM
509
Boothbay Fund Management
New York
$410K +$18.4K +243 +5%
ZCA
510
Zeke Capital Advisors
Pennsylvania
$407K +$176K +2,325 +80%
PFS
511
Prospera Financial Services
Texas
$407K +$396K +5,238 New
ACP
512
Ashfield Capital Partners
California
$405K – – –
ROTUOC
513
Regents of the University of California
California
$405K – – –
AAM
514
Aureus Asset Management
Massachusetts
$400K – – –
IIC
515
Ironwood Investment Counsel
Arizona
$394K – – –
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$393K +$1.44K +19 +0.4%
FIM
517
Foresters Investment Management
New York
$389K +$377K +4,994 New
RWA
518
RGT Wealth Advisors
Texas
$387K +$374K +4,958 New
RJT
519
Raymond James Trust
Florida
$385K -$1.06K -14 -0.3%
FWM
520
Frontier Wealth Management
Missouri
$380K – – –
SOADOR
521
State of Alaska Department of Revenue
Alaska
$376K +$27.2K +360 +8%
PA
522
Parallel Advisors
California
$376K +$27.4K +363 +8%
DWM
523
Doyle Wealth Management
Florida
$374K -$3.32K -44 -0.9%
GXMC
524
Global X Management Company
New York
$372K +$42.3K +560 +13%
HB
525
Homrich & Berg
Georgia
$371K -$7.1K -94 -2%
19 20
21
22 23