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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
601
Brighton Jones LLC
Washington
$2.23M +$20.1K +89 +0.9%
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$2.22M +$2.29M +10,145 New
HAG
603
HighPoint Advisor Group
Illinois
$2.21M -$75.4K -334 -3%
S
604
SignatureFD
Georgia
$2.21M +$27.3K +121 +1%
CK
605
Cohen Klingenstein
New York
$2.19M – – –
CAM
606
Cresset Asset Management
Illinois
$2.17M -$1.62M -7,197 -42%
WAP
607
Wealthcare Advisory Partners
Pennsylvania
$2.17M -$72.2K -320 -3%
PA
608
Pinnacle Associates
New York
$2.16M +$29.3K +130 +1%
VSQM
609
V-Square Quantitative Management
Illinois
$2.16M -$1.31M -5,796 -37%
BP
610
Ballentine Partners
Massachusetts
$2.15M +$71.3K +316 +3%
CC
611
Courier Capital
New York
$2.15M -$228K -1,009 -9%
SAM
612
Sompo Asset Management
Japan
$2.15M -$470K -2,080 -17%
RFC
613
Regions Financial Corp
Alabama
$2.11M -$82.6K -366 -4%
NRD
614
Nebula Research & Development
New York
$2.11M +$2.18M +9,651 New
DWA
615
Delap Wealth Advisory
Oregon
$2.09M -$677 -3 -0%
PGAM
616
Princeton Global Asset Management
New Jersey
$2.09M +$651K +2,883 +43%
GT
617
Greenleaf Trust
Michigan
$2.08M -$273K -1,210 -11%
RWB
618
RMR Wealth Builders
New Jersey
$2.06M -$14.9K -66 -0.7%
HH
619
Hilltop Holdings
Texas
$2.06M -$2.94K -13 -0.1%
MAS
620
Meeder Advisory Services
Ohio
$2.03M +$98.4K +436 +5%
TAM
621
Tealwood Asset Management
Minnesota
$2.02M -$62.1K -275 -3%
FRA
622
Front Row Advisors
California
$2.02M -$34.3K -152 -2%
WA
623
Wealth Alliance
New York
$2.01M +$118K +523 +6%
CCG
624
Chatham Capital Group
Georgia
$1.97M -$53.1K -235 -3%
MK
625
MASTERINVEST Kapitalanlage
$1.97M +$2.03M +8,995 New
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25
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