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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
526
Braun Stacey Associates
New York
$206K -$54.9K -1,000 -22%
SI
527
Stephens Inc
Arkansas
$202K +$194K +3,533 New
LJHT
528
Laurie J. Hall Trustee
$200K +$192K +3,500 New
TCOV
529
Trust Company of Vermont
Vermont
$195K – – –
DADC
530
D.A. Davidson & Co
Montana
$186K -$12.1K -220 -6%
RC
531
RegentAtlantic Capital
New Jersey
$181K +$174K +3,169 New
GLI
532
Guardian Life Insurance
New York
$177K -$658 -12 -0.4%
JWM
533
Jacobus Wealth Management
Wisconsin
$157K – – –
SC
534
SRB Corp
Massachusetts
$153K – – –
MSFP
535
Mark Sheptoff Financial Planning
Connecticut
$137K – – –
RA
536
Rational Advisors
New York
$132K +$127K +2,310 New
MAM
537
Mizuho Asset Management
Japan
$131K +$17.9K +326 +17%
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K – – –
WTB
539
Washington Trust Bank
Washington
$125K – – –
CFG
540
CKW Financial Group
Hawaii
$109K – – –
PIA
541
Piedmont Investment Advisors
North Carolina
$109K – – –
SAMC
542
Shinko Asset Management Company
Japan
$104K -$16.5K -300 -14%
M
543
MOTCO
Texas
$103K – – –
LTFS
544
Ladenburg Thalmann Financial Services
Florida
$102K +$12.1K +221 +14%
SNT
545
Security National Trust
West Virginia
$100K +$17.6K +321 +23%
NPC
546
National Planning Corporation
California
$93.6K +$90.8K +1,655 New
JIC
547
Joel Isaacson & Co
New York
$80K +$42.5K +775 +125%
HHMI
548
Howard Hughes Medical Institute
Maryland
$78K +$74.3K +1,355 New
SIA
549
Stancorp Investment Advisers
Oregon
$78K +$74.8K +1,363 New
OIA
550
Optimum Investment Advisors
Illinois
$77K – – –
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