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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
526
Ashfield Capital Partners
California
$442K – – –
CAAS
527
Capital Asset Advisory Services
Michigan
$434K -$8.89K -105 -2%
LOAME
528
Lombard Odier Asset Management (Europe)
United Kingdom
$433K – – –
ROTUOC
529
Regents of the University of California
California
$430K – – –
BAM
530
Belpointe Asset Management
Nevada
$429K +$27.8K +328 +7%
EP
531
Edgestream Partners
New Jersey
$428K +$438K +5,174 New
OAM
532
Occidental Asset Management
California
$427K +$31.9K +377 +8%
ACA
533
Atlas Capital Advisors
Wyoming
$426K – – –
CB
534
Chemical Bank
Michigan
$425K -$21.5K -254 -5%
WAM
535
Wealthspire Advisors (Maryland)
Maryland
$425K -$13K -154 -3%
RIM
536
Rampart Investment Management
Connecticut
$423K +$260K +3,065 +7%
IUHSA
537
Itau Unibanco Holding S.A.
Brazil
$416K -$20.1K -237 -5%
APA
538
American Portfolios Advisors
New York
$409K +$17.5K +207 +4%
HH
539
Hilltop Holdings
Texas
$407K -$3.13K -37 -0.7%
PA
540
Parallel Advisors
California
$406K -$6.35K -75 -2%
SPC
541
Stewart & Patten Company
California
$401K – – –
IIC
542
Ironwood Investment Counsel
Arizona
$397K – – –
BWM
543
Buckley Wealth Management
Nevada
$396K +$3.3K +39 +0.8%
NEAM
544
New England Asset Management
Connecticut
$385K – – –
LS
545
Livforsakringsbolaget Skandia
Sweden
$373K -$390K -4,600 -50%
LCM
546
Laurion Capital Management
New York
$372K -$163K -1,926 -30%
PWPS
547
Pinnacle Wealth Planning Services
Ohio
$369K +$4.15K +49 +1%
BWAM
548
Boyd Watterson Asset Management
Ohio
$363K – – –
MC
549
Menta Capital
California
$363K +$372K +4,392 New
MWM
550
Mission Wealth Management
California
$362K +$57.6K +680 +18%
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