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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MME
526
Meag Munich Ergo
Germany
$539K – – –
MF
527
Magnetar Financial
Illinois
$538K +$222K +2,509 +78%
BPWA
528
Beacon Pointe Wealth Advisors
California
$533K -$19.9K -225 -4%
SWA
529
SFMG Wealth Advisors
Texas
$530K +$240K +2,718 +93%
SI
530
Stephens Inc
Arkansas
$529K -$16.4K -185 -3%
MCA
531
Mercer Capital Advisers
New Jersey
$521K – – –
PFS
532
Prospera Financial Services
Texas
$518K +$145K +1,635 +42%
OC
533
Oppenheimer & Co
New York
$517K +$28K +317 +6%
QI
534
QS Investors
New York
$516K -$32.3K -365 -6%
MBTD
535
Mechanics Bank - Trust Department
California
$516K -$708 -8 -0.1%
TCOT
536
Trust Company of Toledo
Ohio
$516K – – –
AWM
537
Aries Wealth Management
Maine
$514K -$48.6K -550 -9%
GC
538
Grimes & Company
Massachusetts
$513K -$9.2K -104 -2%
RWM
539
RKL Wealth Management
Pennsylvania
$509K +$479K +5,413 New
HH
540
Hilltop Holdings
Texas
$506K +$54.3K +614 +13%
ACP
541
Ashfield Capital Partners
California
$502K -$1.77K -20 -0.4%
BC
542
Bartlett & Co
Ohio
$502K -$1.68K -19 -0.4%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$502K -$1.68K -19 -0.4%
GI
544
GAMCO Investors
Connecticut
$497K +$102K +1,150 +28%
HFS
545
HL Financial Services
Kentucky
$495K -$39.2K -443 -8%
LOAME
546
Lombard Odier Asset Management (Europe)
United Kingdom
$492K – – –
EGM
547
Engineers Gate Manager
New York
$488K +$460K +5,200 New
HT
548
Heritage Trust
Oklahoma
$484K +$455K +5,150 New
CB
549
Chemical Bank
Michigan
$483K – – –
LS
550
Livforsakringsbolaget Skandia
Sweden
$480K +$53.1K +600 +13%
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22
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