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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
601
Lourd Capital
California
$271K +$33.2K +399 +14%
MWP
602
MYCIO Wealth Partners
Pennsylvania
$268K +$8.15K +98 +3%
PHK
603
Point72 Hong Kong
Hong Kong
$268K +$273K +3,287 New
NSAM
604
North Star Asset Management
Wisconsin
$265K -$20.8K -250 -7%
OWP
605
Obermeyer Wealth Partners
Colorado
$265K – – –
RB
606
Rodgers Brothers
Pennsylvania
$265K – – –
PM
607
Parametrica Management
Hong Kong
$265K +$270K +3,246 New
CPH
608
C Partners Holding
Switzerland
$264K +$270K +3,243 New
AA
609
Apriem Advisors
California
$263K +$1.25K +15 +0.5%
VCA
610
Verdence Capital Advisors
Maryland
$262K +$268K +3,225 New
SG
611
Strid Group
Pennsylvania
$261K – – –
RW
612
REDW Wealth
New Mexico
$260K – – –
WKWM
613
Walter & Keenan Wealth Management
Indiana
$260K – – –
CCP
614
Corient Capital Partners
California
$258K +$2.41K +29 +0.9%
LA
615
Lau Associates
Delaware
$257K – – –
WIP
616
Wellesley Investment Partners
Massachusetts
$256K – – –
GC
617
Grimes & Company
Massachusetts
$256K +$262K +3,150 New
PLFAM
618
Pineno Levin & Ford Asset Management
Virginia
$254K +$260K +3,122 New
LJHT
619
Laurie J. Hall Trustee
$252K +$33.2K +400 +15%
S
620
SignatureFD
Georgia
$249K +$582 +7 +0.2%
WSTAM
621
Wilbanks Smith & Thomas Asset Management
Virginia
$248K -$22.7K -273 -8%
MWM
622
Mission Wealth Management
California
$248K -$2.83K -34 -1%
MCM
623
Manchester Capital Management
Vermont
$245K – – –
CCG
624
Ceeto Capital Group
Florida
$244K – – –
CC
625
Colrain Capital
Massachusetts
$244K – – –
23 24
25
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