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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
551
Bartlett & Co
Ohio
$494K +$609K +5,710 New
BCWM
552
Bartlett & Co Wealth Management
Ohio
$494K -$127K -1,188 -17%
SGI
553
Summit Global Investments
Utah
$488K -$344K -3,230 -36%
WSFS
554
Wilmington Savings Fund Society
Delaware
$486K +$232K +2,180 +63%
BBVA
555
Banco Bilbao Vizcaya Argentaria
Spain
$476K +$19.1K +179 +3%
S
556
SimplyRich
California
$475K – – –
GC
557
Grimes & Company
Massachusetts
$474K -$53.3K -500 -8%
MPAM
558
Murphy Pohlad Asset Management
Minnesota
$472K -$10.1K -95 -2%
SI
559
Stephens Inc
Arkansas
$472K +$69.6K +653 +14%
KM
560
Kalos Management
Georgia
$472K +$483K +4,535 New
RCM
561
RNC Capital Management
California
$469K +$579K +5,430 New
UBG
562
United Bank (Georgia)
Georgia
$467K -$111K -1,040 -16%
ACP
563
Ashfield Capital Partners
California
$462K – – –
MYIA
564
Mount Yale Investment Advisors
Colorado
$461K +$160K +1,504 +39%
LS
565
Livforsakringsbolaget Skandia
Sweden
$459K +$160K +1,500 +39%
OC
566
Oppenheimer & Co
New York
$458K -$70.5K -661 -11%
ROTUOC
567
Regents of the University of California
California
$450K – – –
NA
568
NewEdge Advisors
Louisiana
$450K +$32.1K +301 +6%
TI
569
Truehand Inc
New Hampshire
$446K – – –
IC
570
Inscription Capital
Texas
$444K – – –
CCA
571
Checchi Capital Advisers
California
$443K +$21.3K +200 +4%
IDBONY
572
Israel Discount Bank of New York
New York
$432K +$51.6K +484 +11%
O
573
Ossiam
France
$428K +$329K +3,083 +165%
S
574
SignatureFD
Georgia
$426K +$119K +1,119 +29%
JFL
575
Jarislowsky, Fraser Ltd
Quebec, Canada
$423K – – –
21 22
23
24 25