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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CT
601
Cambridge Trust
Massachusetts
$256K -$19.7K -233 -7%
LJHT
602
Laurie J. Hall Trustee
$253K
WSTAM
603
Wilbanks Smith & Thomas Asset Management
Virginia
$253K +$1.44K +17 +0.6%
CAG
604
Csenge Advisory Group
Florida
$250K -$49.6K -586 -17%
DHFB
605
Dixon Hubard Feinour & Brown
Virginia
$250K
LSAG
606
Lake Street Advisors Group
New Hampshire
$249K -$51.6K -609 -17%
CCG
607
Ceeto Capital Group
Florida
$248K
CC
608
Colrain Capital
Massachusetts
$248K
QAM
609
Quantres Asset Management
Cayman Islands
$248K +$254K +3,000 New
SWA
610
SFMG Wealth Advisors
Texas
$245K
HCM
611
Hengehold Capital Management
Ohio
$244K +$250K +2,947 New
BOTW
612
Bank of the West
California
$241K -$2.12K -25 -0.9%
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$241K
IA
614
IFP Advisors
Florida
$235K -$193K -2,276 -44%
BSW
615
Buckingham Strategic Wealth
Missouri
$234K +$5.93K +70 +3%
Envestnet Asset Management
616
Envestnet Asset Management
Illinois
$233K -$2.38M -28,112 -91%
UR
617
USCA RIA
Texas
$228K +$14K +165 +6%
FIM
618
Freedom Investment Management
Connecticut
$226K +$226K +2,668 New
P
619
Pitcairn
Pennsylvania
$225K +$847 +10 +0.4%
JFL
620
Jarislowsky, Fraser Ltd
Quebec, Canada
$218K
BRM
621
Boston Research & Management
Massachusetts
$216K
QCG
622
Quadrant Capital Group
Ohio
$216K
SWA
623
Sutton Wealth Advisors
Florida
$215K
IAA
624
Independent Advisor Alliance
North Carolina
$214K -$11.2K -132 -5%
PNC
625
Park National Corp
Ohio
$212K -$1.95K -23 -0.9%