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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIM
551
Thompson Rubinstein Investment Management
Oregon
$401K -$45K -540 -10%
BWM
552
Buckley Wealth Management
Nevada
$399K +$17.9K +215 +4%
GT
553
Glenview Trust
Kentucky
$399K +$58.4K +700 +16%
IUHSA
554
Itau Unibanco Holding S.A.
Brazil
$398K +$8.84K +106 +2%
PI
555
Putnam Investments
Massachusetts
$393K -$121K -1,450 -23%
WAM
556
Wealthspire Advisors (Maryland)
Maryland
$387K -$23.7K -284 -6%
SPC
557
Stewart & Patten Company
California
$387K – – –
RIM
558
Rampart Investment Management
Connecticut
$386K -$3.42M -41,009 -89%
PWP
559
Personal Wealth Partners
Minnesota
$386K +$404K +4,844 New
IIC
560
Ironwood Investment Counsel
Arizona
$382K – – –
HH
561
Hilltop Holdings
Texas
$380K -$13.3K -159 -3%
GCP
562
GSA Capital Partners
United Kingdom
$373K +$390K +4,674 New
MMHP
563
Murphy Middleton Hinkle & Parker
Georgia
$364K -$75K -900 -16%
MWM
564
Mission Wealth Management
California
$363K +$14.6K +175 +4%
LS
565
Livforsakringsbolaget Skandia
Sweden
$360K – – –
CCG
566
Cypress Capital Group
Florida
$355K -$212K -2,544 -36%
SGCA
567
Steel Grove Capital Advisors
Tennessee
$339K +$27.8K +334 +9%
WSFS
568
Wilmington Savings Fund Society
Delaware
$336K +$8.5K +102 +2%
GI
569
GAMCO Investors
Connecticut
$331K – – –
GRP
570
Global Retirement Partners
California
$331K +$29.8K +357 +9%
BAAM
571
Baker Avenue Asset Management
California
$326K -$15.4K -185 -4%
TCOV
572
Trust Company of Vermont
Vermont
$326K -$3.83K -46 -1%
AWA
573
Arete Wealth Advisors
Illinois
$326K +$341K +4,091 New
GCMG
574
Gyroscope Capital Management Group
Florida
$321K -$4.42K -53 -1%
TBA
575
Tower Bridge Advisors
Pennsylvania
$319K – – –
21 22
23
24 25