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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
JA
526
JLB & Associates
Michigan
$472K +$474K +5,720 New
BCWM
527
Bartlett & Co Wealth Management
Ohio
$466K +$468K +5,647 New
BC
528
Bartlett & Co
Ohio
$466K +$10.7K +129 +2%
DADC
529
D.A. Davidson & Co
Montana
$464K -$344K -4,157 -43%
AI
530
Atria Investments
North Carolina
$462K +$20.4K +246 +5%
GC
531
Grimes & Company
Massachusetts
$459K +$200K +2,413 +77%
MCA
532
Mercer Capital Advisers
New Jersey
$458K
KWA
533
KCS Wealth Advisory
California
$458K +$48.5K +585 +12%
Mariner
534
Mariner
Kansas
$458K +$254K +3,064 +123%
MBTD
535
Mechanics Bank - Trust Department
California
$454K
TCOT
536
Trust Company of Toledo
Ohio
$454K
CAAS
537
Capital Asset Advisory Services
Michigan
$452K -$2.48K -30 -0.5%
CIC
538
Carnegie Investment Counsel
Ohio
$451K -$20K -242 -4%
MMHP
539
Murphy Middleton Hinkle & Parker
Georgia
$451K
CB
540
Chemical Bank
Michigan
$446K +$24.3K +293 +6%
PP
541
Prudential plc
United Kingdom
$445K +$204K +2,467 +85%
ACP
542
Ashfield Capital Partners
California
$442K
WAM
543
Wealthspire Advisors (Maryland)
Maryland
$441K -$44.6K -538 -9%
S
544
SimplyRich
California
$440K -$58K -700 -12%
EMG
545
Ellington Management Group
Connecticut
$438K +$439K +5,300 New
OCG
546
Opus Capital Group
Ohio
$436K
LOAME
547
Lombard Odier Asset Management (Europe)
United Kingdom
$433K -$43.3K -523 -9%
ROTUOC
548
Regents of the University of California
California
$429K
PFS
549
Prospera Financial Services
Texas
$428K -$28.6K -345 -6%
KFA
550
Kabarec Financial Advisors
Illinois
$418K +$420K +5,067 New