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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
576
Ashfield Capital Partners
California
$596K -$17K -148 -3%
ROTUOC
577
Regents of the University of California
California
$596K – – –
MWM
578
Mission Wealth Management
California
$592K +$22.3K +195 +4%
DT
579
Diversified Trust
Tennessee
$591K +$221K +1,925 +60%
VWM
580
Venturi Wealth Management
Texas
$589K +$588K +5,131 New
TI
581
Truehand Inc
New Hampshire
$588K -$3.78K -33 -0.6%
IC
582
IEQ Capital
California
$583K +$308K +2,687 +112%
AWM
583
Aries Wealth Management
Maine
$576K – – –
VFA
584
Voya Financial Advisors
Connecticut
$566K -$387K -3,376 -40%
JFL
585
Jarislowsky, Fraser Ltd
Quebec, Canada
$562K – – –
PWP
586
Personal Wealth Partners
Minnesota
$559K – – –
CCA
587
Checchi Capital Advisers
California
$557K +$1.49K +13 +0.3%
LOAMS
588
Lombard Odier Asset Management (Switzerland)
Switzerland
$557K +$556K +4,854 New
IIC
589
Ironwood Investment Counsel
Arizona
$550K – – –
VVP
590
Venture Visionary Partners
Ohio
$550K +$151K +1,322 +40%
UCFA
591
United Capital Financial Advisors
Texas
$544K +$75.6K +660 +16%
SWA
592
SFMG Wealth Advisors
Texas
$543K – – –
S
593
SignatureFD
Georgia
$541K +$5.96K +52 +1%
IA
594
Icon Advisers
Colorado
$539K -$791K -6,900 -59%
WSFS
595
Wilmington Savings Fund Society
Delaware
$532K – – –
OC
596
Oppenheimer & Co
New York
$531K +$14.9K +130 +3%
CAG
597
Csenge Advisory Group
Florida
$524K +$3.44K +30 +0.7%
EIA
598
Edgemoor Investment Advisors
Maryland
$520K -$25.2K -220 -5%
B
599
Barings
North Carolina
$520K +$169K +1,472 +48%
AI
600
Atom Investors
Texas
$519K +$197K +1,721 +61%
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