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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
626
Capital Advisors Inc
Oklahoma
$300K
PTC
627
Provident Trust Company
Wisconsin
$300K +$300K +3,000 New
DC
628
DeDora Capital
California
$300K +$300K +3,002 New
WWM
629
Western Wealth Management
Colorado
$298K +$37K +370 +14%
SPIA
630
Steward Partners Investment Advisory
New York
$295K +$37.2K +372 +14%
BWM
631
Buckley Wealth Management
Nevada
$293K -$80.4K -804 -22%
IDBONY
632
Israel Discount Bank of New York
New York
$293K +$293K +2,929 New
WFPG
633
Waller Financial Planning Group
Ohio
$290K +$1.3K +13 +0.4%
CT
634
Cambridge Trust
Massachusetts
$288K -$500 -5 -0.2%
IUHSA
635
Itau Unibanco Holding S.A.
Brazil
$288K
Dodge & Cox
636
Dodge & Cox
California
$286K
NFP
637
Narus Financial Partners
Utah
$285K
BSW
638
Buckingham Strategic Wealth
Missouri
$284K -$108K -1,082 -28%
P
639
Pitcairn
Pennsylvania
$282K -$3.4K -34 -1%
WSTAM
640
Wilbanks Smith & Thomas Asset Management
Virginia
$275K -$1K -10 -0.4%
CIP
641
Cornerstone Investment Partners
Georgia
$272K -$2.6K -26 -0.9%
DI
642
Diligent Investors
California
$271K -$30K -300 -10%
FI
643
Fosun International
China
$271K
Fisher Asset Management
644
Fisher Asset Management
Washington
$271K +$271K +2,708 New
AA
645
Advisory Alpha
Michigan
$268K +$12.1K +121 +5%
DWT
646
Dorsey & Whitney Trust
South Dakota
$266K -$12.5K -125 -5%
LJHT
647
Laurie J. Hall Trustee
$265K -$15K -150 -5%
BOTW
648
Bank of the West
California
$264K
LSAG
649
Lake Street Advisors Group
New Hampshire
$263K +$15.8K +158 +6%
BRM
650
Boston Research & Management
Massachusetts
$262K