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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
601
United Bank (Georgia)
Georgia
$1.09M -$20K -120 -2%
BWAM
602
Boyd Watterson Asset Management
Ohio
$1.08M -$13K -78 -1%
EIA
603
Edgemoor Investment Advisors
Maryland
$1.08M – – –
DADC
604
D.A. Davidson & Co
Montana
$1.08M +$348K +2,090 +47%
CG
605
Caprock Group
Idaho
$1.08M +$84.3K +506 +8%
O
606
Ossiam
France
$1.07M -$19.1M -114,518 -95%
RWM
607
Ritholtz Wealth Management
New York
$1.07M -$2.5M -14,978 -70%
DDC
608
DF Dent & Co
Maryland
$1.06M +$69.5K +417 +7%
AIP
609
Ameritas Investment Partners
Nebraska
$1.06M +$167 +1 +0%
NP
610
Nilsine Partners
Colorado
$1.05M +$1.06M +6,334 New
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$1.05M +$55.8K +335 +6%
OAM
612
Ostrum Asset Management
France
$1.04M +$1.04M +6,244 New
WIC
613
Wilkins Investment Counsel
Massachusetts
$1.04M – – –
CNBT
614
Canandaigua National Bank & Trust
New York
$1.04M +$1.04M +6,239 New
MAS
615
Meeder Advisory Services
Ohio
$1.04M +$80.3K +482 +8%
DGAM
616
Desjardins Global Asset Management
Quebec, Canada
$1.03M +$329K +1,972 +47%
GF
617
Gries Financial
Ohio
$1.02M -$13.3K -80 -1%
CCA
618
Checchi Capital Advisers
California
$1.02M -$15K -90 -1%
QCM
619
Quantinno Capital Management
New York
$1.02M +$412K +2,472 +68%
WB
620
WesBanco Bank
West Virginia
$1.02M +$766K +4,596 +305%
UAML
621
US Asset Management LLC
Pennsylvania
$1.01M -$2K -12 -0.2%
PA
622
Profund Advisors
Maryland
$1M +$71.6K +430 +8%
CI
623
Cigna Investments
Connecticut
$1M -$19.8K -119 -2%
FMAEN1
624
Fund Management at Engine No 1
California
$1,000K +$90.5K +543 +10%
SFP
625
Sweet Financial Partners
Minnesota
$989K +$989K +5,937 New
23 24
25
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