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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
501
Rampart Investment Management
Connecticut
$567K +$50.2K +604 +9%
CB
502
Commerce Bank
Missouri
$563K +$10.6K +127 +2%
FNT
503
First National Trust
Pennsylvania
$559K +$748 +9 +0.1%
WA
504
Waverly Advisors
Alabama
$555K +$48.5K +583 +9%
VF
505
Virtu Financial
New York
$555K +$567K +6,816 New
PTC
506
Private Trust Company
Ohio
$545K +$8.06K +97 +1%
NCM
507
Noesis Capital Mangement
Florida
$540K – – –
DSC
508
Duncker Streett & Co
Missouri
$537K – – –
TRIM
509
Thompson Rubinstein Investment Management
Oregon
$533K – – –
WEC
510
Winslow Evans & Crocker
Massachusetts
$532K -$179K -2,150 -25%
SI
511
Stephens Inc
Arkansas
$523K +$139K +1,676 +35%
MA
512
MANA Advisors
New York
$514K +$525K +6,320 New
CAM
513
Claret Asset Management
Quebec, Canada
$512K +$523K +6,293 New
VIA
514
Vident Investment Advisory
Georgia
$503K +$94.5K +1,137 +23%
RJT
515
Raymond James Trust
Florida
$501K +$98.2K +1,181 +24%
FPS
516
Fieldpoint Private Securities
Connecticut
$499K -$173K -2,080 -25%
ST
517
Smithfield Trust
Pennsylvania
$499K +$4.57K +55 +0.9%
AWM
518
Aries Wealth Management
Maine
$495K +$501K +6,028 New
S
519
SimplyRich
California
$491K +$501K +6,027 New
NRS
520
Neville Rodie & Shaw
New York
$488K – – –
DIM
521
DC Investments Management
Virginia
$481K +$491K +5,912 New
WAM
522
Wealthspire Advisors (Maryland)
Maryland
$479K -$2.24K -27 -0.5%
QI
523
QS Investors
New York
$477K – – –
FIM
524
Foresters Investment Management
New York
$475K +$37.2K +447 +8%
CIC
525
Carnegie Investment Counsel
Ohio
$474K +$6.9K +83 +1%
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