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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
NA
551
NewEdge Advisors
Louisiana
$359K -$8.98K -106 -2%
GT
552
Glenview Trust
Kentucky
$357K -$4.24K -50 -1%
BAAM
553
Baker Avenue Asset Management
California
$354K -$3.98K -47 -1%
GI
554
GAMCO Investors
Connecticut
$343K
TCOV
555
Trust Company of Vermont
Vermont
$342K -$33.9K -400 -9%
WSFS
556
Wilmington Savings Fund Society
Delaware
$341K +$45.8K +541 +15%
GCMG
557
Gyroscope Capital Management Group
Florida
$339K +$14.3K +169 +4%
TBA
558
Tower Bridge Advisors
Pennsylvania
$331K
SGCA
559
Steel Grove Capital Advisors
Tennessee
$324K
SCM
560
SOL Capital Management
Maryland
$323K
GRP
561
Global Retirement Partners
California
$314K -$84.7K -1,000 -21%
DAC
562
Dividend Assets Capital
South Carolina
$314K
HCM
563
Hutchinson Capital Management
California
$310K
MGIA
564
Matthew Goff Investment Advisor
Texas
$310K
RL
565
Ruffer LLP
United Kingdom
$310K
SS
566
Simplicity Solutions
Minnesota
$309K -$32.5K -384 -9%
Lido Advisors
567
Lido Advisors
California
$308K +$58.2K +687 +23%
PFS
568
Prospera Financial Services
Texas
$305K -$129K -1,519 -29%
SWM
569
Stockman Wealth Management
Montana
$304K +$35.2K +415 +13%
Dodge & Cox
570
Dodge & Cox
California
$303K
JMFC
571
J.M. Forbes & Co
Massachusetts
$301K
MYIA
572
Mount Yale Investment Advisors
Colorado
$301K +$15.9K +188 +6%
FHA
573
Flagship Harbor Advisors
Massachusetts
$299K +$85 +1 +0%
CBU
574
CIBC Bank USA
Illinois
$299K +$1.19K +14 +0.4%
NCM
575
Noesis Capital Mangement
Florida
$298K -$257K -3,029 -46%