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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
626
Western Wealth Management
Colorado
$265K -$15.4K -174 -6%
LJHT
627
Laurie J. Hall Trustee
$263K -$22.1K -250 -8%
DWT
628
Dorsey & Whitney Trust
South Dakota
$261K
CAPTRUST Financial Advisors
629
CAPTRUST Financial Advisors
North Carolina
$260K +$4.51K +51 +2%
P
630
Pitcairn
Pennsylvania
$259K +$3.63K +41 +2%
LC
631
Lourd Capital
California
$258K -$45.6K -516 -16%
TW
632
TrinityPoint Wealth
Connecticut
$256K -$82.5K -933 -25%
QCG
633
Quadrant Capital Group
Ohio
$256K +$27.9K +315 +13%
BOTW
634
Bank of the West
California
$253K -$619 -7 -0.3%
CCM
635
Crabel Capital Management
California
$250K +$236K +2,664 New
LWCFA
636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K -$10.6K -120 -4%
AIA
637
Alera Investment Advisors
Illinois
$249K -$5.04K -57 -2%
GT
638
Greenleaf Trust
Michigan
$247K -$26.4K -298 -10%
BRM
639
Boston Research & Management
Massachusetts
$246K
SWA
640
Sutton Wealth Advisors
Florida
$244K
LSAG
641
Lake Street Advisors Group
New Hampshire
$242K +$228K +2,582 New
FCI
642
Financial Counselors Inc
Kansas
$241K +$225K +2,545 New
TSS
643
Two Sigma Securities
New York
$240K -$1.47M -16,645 -87%
GC
644
Gilbert & Cook
Iowa
$240K -$19.9K -225 -8%
AHB
645
Abner Herrman & Brock
New Jersey
$240K
PNC
646
Park National Corp
Ohio
$240K
LIC
647
Lodestar Investment Counsel
Illinois
$238K +$265 +3 +0.1%
AA
648
Advisory Alpha
Michigan
$238K
BCI
649
Brinker Capital Investments
Pennsylvania
$236K
CC
650
Colrain Capital
Massachusetts
$235K -$44.2K -500 -17%