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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
651
Chesley Taft & Associates
Illinois
$1.27M -$406K -2,427 -24%
PCA
652
Pallas Capital Advisors
Massachusetts
$1.27M +$14.2K +85 +1%
CIC
653
Chilton Investment Company
Connecticut
$1.26M -$21.9K -131 -2%
FT
654
Fiduciary Trust
Massachusetts
$1.26M -$39.6K -237 -3%
FFA
655
Farther Finance Advisors
California
$1.26M -$169K -1,009 -12%
SI
656
Stephens Inc
Arkansas
$1.25M +$14K +84 +1%
TH
657
TCTC Holdings
Texas
$1.23M +$25.1K +150 +2%
LIA
658
LS Investment Advisors
Michigan
$1.22M – – –
AF
659
Allworth Financial
California
$1.22M -$324K -1,938 -21%
EAM
660
EULAV Asset Management
Florida
$1.22M -$12.5M -74,689 -91%
GT
661
Greenleaf Trust
Michigan
$1.21M -$158K -946 -11%
MJRIC
662
Mogy Joel R Investment Counsel
California
$1.21M -$115K -685 -9%
EWS
663
Evergreen Wealth Solutions
Pennsylvania
$1.21M +$256K +1,533 +31%
CSIC
664
Clifford Swan Investment Counsel
California
$1.2M – – –
FCBT
665
First Citizens Bank & Trust
North Carolina
$1.19M +$46.5K +278 +4%
DS
666
DRW Securities
Illinois
$1.17M +$1.19M +7,115 New
WA
667
Wealth Alliance
New York
$1.17M -$344K -2,059 -23%
SICM
668
Sustainable Insight Capital Management
New York
$1.17M -$4.48M -26,799 -79%
EWA
669
EverSource Wealth Advisors
Alabama
$1.17M -$303K -1,815 -21%
SW
670
Simplicity Wealth
New Jersey
$1.17M +$128K +765 +12%
TPCW
671
TD Private Client Wealth
New York
$1.16M +$94.1K +563 +9%
SSWM
672
Smith Salley Wealth Management
North Carolina
$1.16M +$31.3K +187 +3%
ASN
673
Advisory Services Network
Georgia
$1.16M +$158K +948 +16%
HTC
674
Haverford Trust Company
Pennsylvania
$1.16M +$919K +5,499 +378%
BP
675
Ballentine Partners
Massachusetts
$1.16M -$63.4K -379 -5%
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