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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PI
651
PFS Investments
Georgia
$900K +$235K +1,413 +36%
Arrowstreet Capital
652
Arrowstreet Capital
Massachusetts
$898K +$898K +5,393 New
CWA
653
CM Wealth Advisors
Ohio
$893K +$841K +5,049 New
VWM
654
Venturi Wealth Management
Texas
$892K -$46.8K -281 -5%
BP
655
Ballentine Partners
Massachusetts
$882K +$285K +1,711 +48%
MOS
656
MGO One Seven
Ohio
$871K +$47.5K +285 +6%
BHWM
657
Bar Harbor Wealth Management
New Hampshire
$867K -$94.3K -566 -10%
HI
658
Horizon Investments
North Carolina
$866K -$209K -1,256 -19%
ROTUOC
659
Regents of the University of California
California
$866K
MMHP
660
Murphy Middleton Hinkle & Parker
Georgia
$865K
EIM
661
Essex Investment Management
Massachusetts
$863K -$203K -1,220 -19%
MYLI
662
Meiji Yasuda Life Insurance
Japan
$852K -$3.33K -20 -0.4%
VEA
663
Virtus ETF Advisers
New York
$852K +$21.8K +131 +3%
PFG
664
Prosperity Financial Group
California
$842K -$2.67K -16 -0.3%
MPAM
665
Murphy Pohlad Asset Management
Minnesota
$841K
GRP
666
Global Retirement Partners
California
$835K +$143K +860 +22%
PWM
667
Perigon Wealth Management
California
$824K +$9.33K +56 +1%
KCG
668
Kinsale Capital Group
Virginia
$823K +$823K +4,941 New
VFA
669
Valeo Financial Advisors
Indiana
$822K +$261K +1,567 +47%
WI
670
WBI Investments
New Jersey
$819K -$1.69M -10,174 -67%
SFS
671
Sowell Financial Services
Arkansas
$809K -$1.66M -9,979 -67%
IIC
672
Ironwood Investment Counsel
Arizona
$799K -$3.33K -20 -0.4%
GIA
673
Gladstone Institutional Advisory
Florida
$790K -$171K -1,028 -18%
KWM
674
Kingsview Wealth Management
Oregon
$790K -$105K -628 -12%
OC
675
Oppenheimer & Co
New York
$786K -$21K -126 -3%