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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
AHB
651
Abner Herrman & Brock
New Jersey
$261K +$4.4K +44 +2%
SWA
652
Sutton Wealth Advisors
Florida
$260K
GC
653
Gilbert & Cook
Iowa
$256K
FCI
654
Financial Counselors Inc
Kansas
$255K
AIA
655
Alera Investment Advisors
Illinois
$254K -$11.9K -119 -4%
BJL
656
Brighton Jones LLC
Washington
$254K +$253K +2,534 New
CAN
657
Cetera Advisor Networks
California
$251K +$23.5K +235 +10%
CC
658
Colrain Capital
Massachusetts
$250K
TFCP
659
Twin Focus Capital Partners
Massachusetts
$250K +$250K +2,500 New
BDWM
660
Brewin Dolphin Wealth Management
Ireland
$246K
CAPTRUST Financial Advisors
661
CAPTRUST Financial Advisors
North Carolina
$244K -$24.7K -247 -9%
WCM
662
Wallace Capital Management
Texas
$244K
CCM
663
Coldstream Capital Management
Washington
$241K +$8.1K +81 +3%
NC
664
Nicholas Company
Wisconsin
$240K -$10K -100 -4%
GWS
665
Glassman Wealth Services
Virginia
$238K +$400 +4 +0.2%
LA
666
Lau Associates
Delaware
$236K -$80K -800 -25%
IA
667
IFP Advisors
Florida
$236K +$242K +2,419 New
CG
668
Cutler Group
California
$235K -$72.1K -721 -23%
USAA
669
United Services Automobile Association
Texas
$233K -$26.1M -261,128 -99%
BP
670
Ballentine Partners
Massachusetts
$232K +$18.5K +185 +9%
SSB
671
Sandy Spring Bank
Maryland
$232K +$93.8K +938 +68%
PCA
672
Personal Capital Advisors
California
$231K +$10.3K +103 +5%
LGWM
673
Litman Gregory Wealth Management
California
$228K -$60.3K -603 -21%
IC
674
InterOcean Capital
Illinois
$228K
MCM
675
Marathon Capital Management
Maryland
$228K