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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
551
Jaffetilchin Investment Partners
Florida
$324K +$322K +4,801 New
WA
552
WESPAC Advisors
California
$322K +$320K +4,770 New
MC
553
Moors & Cabot
Massachusetts
$316K +$10.1K +151 +3%
FIM
554
Freedom Investment Management
Connecticut
$316K +$313K +4,671 New
QAM
555
Quantres Asset Management
Cayman Islands
$311K -$335K -5,000 -52%
WAM
556
Wealthspire Advisors (Maryland)
Maryland
$307K -$43K -642 -12%
TBA
557
Tower Bridge Advisors
Pennsylvania
$304K
WA
558
Waverly Advisors
Alabama
$300K +$9.39K +140 +3%
LNC
559
Lincoln National Corp
Pennsylvania
$295K +$293K +4,365 New
HCM
560
Hutchinson Capital Management
California
$292K -$32.2K -480 -10%
TPWA
561
TRUE Private Wealth Advisors
Oregon
$292K +$4.42K +66 +2%
DI
562
Diligent Investors
California
$280K -$34.5K -515 -11%
GI
563
GAMCO Investors
Connecticut
$280K +$9.72K +145 +4%
First Manhattan
564
First Manhattan
New York
$277K
PRS
565
Pinkerton Retirement Specialists
Idaho
$271K -$536 -8 -0.2%
NSAM
566
North Star Asset Management
Wisconsin
$270K
SI
567
Stephens Inc
Arkansas
$269K +$7.98K +119 +3%
AI
568
Atria Investments
North Carolina
$267K +$15.5K +231 +6%
FMLI
569
Fukoku Mutual Life Insurance
Japan
$266K
BTIS
570
BB&T Investment Services
North Carolina
$262K +$260K +3,883 New
Dodge & Cox
571
Dodge & Cox
California
$261K -$101K -1,500 -28%
GC
572
Gratry & Company
Ohio
$259K -$27.2K -405 -10%
BA
573
Bridgewater Associates
Connecticut
$250K -$1.09M -16,200 -81%
DHFB
574
Dixon Hubard Feinour & Brown
Virginia
$250K
WCM
575
Wallace Capital Management
Texas
$249K