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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
526
Mercer Capital Advisers
New Jersey
$375K – – –
DLA
527
Douglas Lane & Associates
New York
$372K -$20.1K -300 -5%
MBTD
528
Mechanics Bank - Trust Department
California
$372K – – –
OC
529
Oppenheimer & Co
New York
$371K -$27.8K -415 -7%
RWA
530
RGT Wealth Advisors
Texas
$363K – – –
LTFS
531
Ladenburg Thalmann Financial Services
Florida
$363K +$10.4K +155 +3%
NFP
532
Narus Financial Partners
Utah
$362K +$359K +5,350 New
MA
533
Montag & Associates
Georgia
$356K +$1.07K +16 +0.3%
ACP
534
Ashfield Capital Partners
California
$351K – – –
ROTUOC
535
Regents of the University of California
California
$351K – – –
WA
536
WFG Advisors
Texas
$343K -$7.24K -108 -2%
IIC
537
Ironwood Investment Counsel
Arizona
$342K – – –
BFM
538
Boothbay Fund Management
New York
$340K +$337K +5,032 New
MPI
539
Mairs & Power Inc
Minnesota
$339K – – –
BWAM
540
Boyd Watterson Asset Management
Ohio
$339K +$20.3K +303 +6%
HB
541
Homrich & Berg
Georgia
$334K -$9.72K -145 -3%
CB
542
Commerce Bank
Missouri
$334K -$2.75K -41 -0.8%
RJT
543
Raymond James Trust
Florida
$333K +$469 +7 +0.1%
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$332K +$8.04K +120 +3%
CPA
545
Capital Planning Advisors
California
$330K – – –
FWM
546
Frontier Wealth Management
Missouri
$329K – – –
AL
547
Airain Ltd
Guernsey
$328K +$325K +4,846 New
TCOV
548
Trust Company of Vermont
Vermont
$327K -$13.7K -204 -4%
IA
549
IFP Advisors
Florida
$327K +$8.45K +126 +3%
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$325K +$323K +4,811 New
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