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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DCP
601
DSM Capital Partners
Florida
$880K -$458K -3,030 -34%
SP
602
Symmetry Partners
Connecticut
$872K -$160K -1,055 -16%
ED
603
Exane Derivatives
France
$863K +$862K +5,700 New
HBT
604
Heartland Bank & Trust
Illinois
$843K +$842K +5,570 New
MCA
605
Mercer Capital Advisers
New Jersey
$840K – – –
DLA
606
Douglas Lane & Associates
New York
$834K -$17.5K -116 -2%
QCG
607
Quadrant Capital Group
Ohio
$834K +$15.3K +101 +2%
TU
608
TDAM USA
Ontario, Canada
$827K +$102K +674 +14%
WA
609
Wealth Alliance
New York
$825K -$6.66K -44 -0.8%
ACP
610
Ashfield Capital Partners
California
$821K – – –
MPAM
611
Murphy Pohlad Asset Management
Minnesota
$800K – – –
ESCM
612
Echo Street Capital Management
New York
$793K +$792K +5,234 New
DT
613
Diversified Trust
Tennessee
$792K +$791K +5,228 New
UCFA
614
United Capital Financial Advisors
Texas
$791K -$53.7K -355 -6%
PP
615
Pegasus Partners
Wisconsin
$790K -$64.6K -427 -8%
ROTUOC
616
Regents of the University of California
California
$787K – – –
CGL
617
Clarius Group LLC
Washington
$787K +$32.4K +214 +4%
CAAS
618
Capital Asset Advisory Services
Michigan
$783K +$273K +1,802 +54%
OAM
619
Optimal Asset Management
California
$772K – – –
TI
620
Truehand Inc
New Hampshire
$768K – – –
WFI
621
West Family Investments
California
$764K +$62.2K +411 +9%
MSCM
622
McElhenny Sheffield Capital Management
Texas
$757K +$756K +4,999 New
OPS
623
Orion Portfolio Solutions
Nebraska
$755K +$50.4K +333 +7%
KM
624
Kalos Management
Georgia
$748K +$13.2K +87 +2%
CCA
625
Checchi Capital Advisers
California
$748K +$20.3K +134 +3%
23 24
25
26 27