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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
TRIM
501
Thompson Rubinstein Investment Management
Oregon
$472K -$57.1K -700 -11%
KWA
502
KCS Wealth Advisory
California
$466K +$11K +135 +2%
Holocene Advisors
503
Holocene Advisors
New York
$461K -$90.3K -1,106 -16%
CIC
504
Carnegie Investment Counsel
Ohio
$458K
GC
505
Grimes & Company
Massachusetts
$456K
MCA
506
Mercer Capital Advisers
New Jersey
$454K
BCWM
507
Bartlett & Co Wealth Management
Ohio
$452K -$10.5K -129 -2%
BC
508
Bartlett & Co
Ohio
$452K -$10.5K -129 -2%
MBTD
509
Mechanics Bank - Trust Department
California
$451K
TCOT
510
Trust Company of Toledo
Ohio
$451K
MMHP
511
Murphy Middleton Hinkle & Parker
Georgia
$448K
S
512
SimplyRich
California
$447K +$10.4K +127 +2%
Federated Hermes
513
Federated Hermes
Pennsylvania
$444K -$276K -3,386 -38%
ACA
514
Atlas Capital Advisors
Wyoming
$443K -$303K -3,706 -42%
CB
515
Chemical Bank
Michigan
$442K
CAAS
516
Capital Asset Advisory Services
Michigan
$438K -$9.8K -120 -2%
ACP
517
Ashfield Capital Partners
California
$438K
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$434K -$4.16K -51 -1%
PFS
519
Prospera Financial Services
Texas
$431K -$3.67K -45 -0.9%
IUHSA
520
Itau Unibanco Holding S.A.
Brazil
$430K -$468K -5,734 -52%
LOAME
521
Lombard Odier Asset Management (Europe)
United Kingdom
$430K
DWM
522
Dakota Wealth Management
Florida
$427K +$425K +5,212 New
ROTUOC
523
Regents of the University of California
California
$426K
Mackenzie Financial
524
Mackenzie Financial
Ontario, Canada
$426K +$185K +2,272 +78%
IA
525
IFP Advisors
Florida
$419K +$237K +2,901 +131%