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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
501
CX Institutional
Indiana
$1.36M +$24.9K +186 +2%
RIG
502
Roosevelt Investment Group
New York
$1.35M +$40.9K +305 +3%
GC
503
Grimes & Company
Massachusetts
$1.33M – – –
JHP
504
James Hambro & Partners
United Kingdom
$1.29M – – –
ACM
505
AlphaCrest Capital Management
New York
$1.28M -$1.21M -9,001 -50%
HCM
506
Howland Capital Management
Massachusetts
$1.27M – – –
HBT
507
Hills Bank & Trust
Iowa
$1.25M -$20.5K -153 -2%
LIA
508
LS Investment Advisors
Michigan
$1.25M -$1.73M -12,874 -59%
DCP
509
DSM Capital Partners
Florida
$1.24M -$135K -1,010 -10%
WA1
510
Wimmer Associates 1
California
$1.24M -$5.9K -44 -0.5%
TW
511
TrinityPoint Wealth
Connecticut
$1.23M +$3.08K +23 +0.3%
MYIA
512
Mount Yale Investment Advisors
Colorado
$1.22M +$12.2K +91 +1%
MGIA
513
Moneta Group Investment Advisors
Missouri
$1.21M +$55.1K +411 +5%
NRS
514
Neville Rodie & Shaw
New York
$1.2M – – –
LS
515
Livforsakringsbolaget Skandia
Sweden
$1.2M +$134K +1,000 +13%
CG
516
Cutler Group
California
$1.2M +$1.09M +8,148 +2,328%
EBT
517
Enterprise Bank & Trust
Massachusetts
$1.19M +$10.5K +78 +0.9%
DCM
518
Donaldson Capital Management
Indiana
$1.19M -$118K -881 -9%
EWM
519
Evercore Wealth Management
New York
$1.19M -$46.9K -350 -4%
IA
520
IndexIQ Advisors
New York
$1.17M +$28.7K +214 +3%
WIC
521
Wilkins Investment Counsel
Massachusetts
$1.16M – – –
PFO
522
Pathstone Family Office
New Jersey
$1.15M +$409K +3,053 +60%
IC
523
IEQ Capital
California
$1.14M +$245K +1,830 +29%
RJT
524
Raymond James Trust
Florida
$1.13M -$19.2K -143 -2%
TSW
525
Thompson Siegel & Walmsley
Virginia
$1.12M – – –
19 20
21
22 23