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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
551
Wallace Capital Management
Texas
$247K
SS
552
Simplicity Solutions
Minnesota
$246K -$18.4K -274 -7%
JMFC
553
J.M. Forbes & Co
Massachusetts
$242K
PHK
554
Point72 Hong Kong
Hong Kong
$235K +$234K +3,500 New
WSTAM
555
Wilbanks Smith & Thomas Asset Management
Virginia
$227K -$8.31K -124 -4%
DCM
556
Donaldson Capital Management
Indiana
$227K +$226K +3,377 New
BOTW
557
Bank of the West
California
$225K
MCM
558
Manchester Capital Management
Vermont
$221K -$74.6K -1,113 -25%
RB
559
Rodgers Brothers
Pennsylvania
$219K
WKWM
560
Walter & Keenan Wealth Management
Indiana
$215K
PI
561
PineBridge Investments
New York
$215K +$214K +3,194 New
BSW
562
Buckingham Strategic Wealth
Missouri
$207K -$2.81K -42 -1%
AT
563
Argent Trust
Texas
$205K -$268 -4 -0.1%
PP
564
Prudential plc
United Kingdom
$203K +$202K +3,017 New
DK
565
Darrell & King
Virginia
$202K
SFSG
566
Stearns Financial Services Group
North Carolina
$202K +$201K +3,000 New
CAI
567
Capital Advisors Inc
Oklahoma
$202K
KFA
568
Kelleher Financial Advisors
New York
$201K
VCM
569
Vigilant Capital Management
Maine
$201K
WIP
570
Wellesley Investment Partners
Massachusetts
$200K
GWS
571
Glassman Wealth Services
Virginia
$198K
SIC
572
Salem Investment Counselors
North Carolina
$188K +$187K +2,789 New
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K
JWM
574
Jacobus Wealth Management
Wisconsin
$185K
Fuller & Thaler Asset Management
575
Fuller & Thaler Asset Management
California
$182K -$67K -1,000 -27%