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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
626
Douglas Lane & Associates
New York
$892K +$15.3K +97 +2%
LS
627
Livforsakringsbolaget Skandia
Sweden
$888K – – –
ROTUOC
628
Regents of the University of California
California
$886K – – –
SPIA
629
Steward Partners Investment Advisory
New York
$880K +$46.3K +294 +6%
CI
630
Conning Inc
Connecticut
$872K -$11.5K -73 -1%
TAM
631
Trust Asset Management
Texas
$866K +$25.9K +164 +3%
NSB
632
Norway Savings Bank
Maine
$853K +$13.4K +85 +2%
JWM
633
JGP Wealth Management
Oregon
$836K -$87.2K -553 -10%
RCIM
634
Red Cedar Investment Management
Michigan
$836K +$382K +2,422 +98%
JFL
635
Jarislowsky, Fraser Ltd
Quebec, Canada
$835K – – –
SWA
636
SFMG Wealth Advisors
Texas
$833K +$10.1K +64 +1%
MSCM
637
McElhenny Sheffield Capital Management
Texas
$831K -$169K -1,072 -18%
PWP
638
Personal Wealth Partners
Minnesota
$830K – – –
WFI
639
West Family Investments
California
$824K – – –
IAN
640
Integrated Advisors Network
Texas
$821K -$33.4K -212 -4%
WJWM
641
Williams Jones Wealth Management
New York
$820K +$14.2K +90 +2%
IIC
642
Ironwood Investment Counsel
Arizona
$818K – – –
OC
643
Oppenheimer & Co
New York
$816K +$2.68K +17 +0.4%
WSFS
644
Wilmington Savings Fund Society
Delaware
$795K +$3.78K +24 +0.5%
AWA
645
Amplius Wealth Advisors
Pennsylvania
$794K – – –
PA
646
Parallel Advisors
California
$787K -$29K -184 -4%
DY
647
Dowling & Yahnke
California
$786K +$75K +476 +12%
EP
648
Eudaimonia Partners
Tennessee
$785K +$726K +4,608 New
CFGS
649
Concourse Financial Group Securities
Alabama
$781K -$11K -70 -2%
PWPS
650
Pinnacle Wealth Planning Services
Ohio
$781K +$156K +988 +28%
24 25
26
27 28