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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
GT
626
Greenleaf Trust
Michigan
$234K +$244K +2,930 New
SWA
627
SFMG Wealth Advisors
Texas
$233K +$1.75K +21 +0.7%
WFPG
628
Waller Financial Planning Group
Ohio
$233K +$244K +2,926 New
AA
629
Advisory Alpha
Michigan
$229K +$211K +2,532 New
DWT
630
Dorsey & Whitney Trust
South Dakota
$222K +$17.1K +205 +8%
GC
631
Gilbert & Cook
Iowa
$222K +$232K +2,786 New
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$221K -$12.1K -145 -5%
UR
633
USCA RIA
Texas
$220K
P
634
Pitcairn
Pennsylvania
$217K -$417 -5 -0.2%
CAPTRUST Financial Advisors
635
CAPTRUST Financial Advisors
North Carolina
$217K +$39.1K +469 +21%
BOTW
636
Bank of the West
California
$216K -$17.8K -214 -7%
AIA
637
Alera Investment Advisors
Illinois
$216K +$226K +2,714 New
BAS
638
Brown Advisory Securities
Maryland
$214K +$14.3K +172 +7%
PCM
639
Prelude Capital Management
New York
$213K +$147K +1,764 +194%
BRM
640
Boston Research & Management
Massachusetts
$208K
Verition Fund Management
641
Verition Fund Management
Connecticut
$208K +$217K +2,603 New
LCM
642
Landscape Capital Management
New Jersey
$207K -$746K -8,942 -78%
SWA
643
Sutton Wealth Advisors
Florida
$207K
JFL
644
Jarislowsky, Fraser Ltd
Quebec, Canada
$205K
PNC
645
Park National Corp
Ohio
$204K
AHB
646
Abner Herrman & Brock
New Jersey
$204K +$3.92K +47 +2%
CCM
647
Coldstream Capital Management
Washington
$203K -$63.4K -761 -23%
LIC
648
Lodestar Investment Counsel
Illinois
$202K +$250 +3 +0.1%
WTC
649
WhitTier Trust Company
Nevada
$201K +$9.75K +117 +5%
BCI
650
Brinker Capital Investments
Pennsylvania
$200K -$83 -1 -0%