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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DEA
651
DoubleLine ETF Adviser
Florida
$1.72M -$112K -506 -6%
VWM
652
Venturi Wealth Management
Texas
$1.72M -$226K -1,020 -12%
CSIC
653
Clifford Swan Investment Counsel
California
$1.71M – – –
BHPW
654
Beverly Hills Private Wealth
California
$1.69M -$269K -1,213 -14%
WA1
655
Wimmer Associates 1
California
$1.69M -$8.88K -40 -0.5%
MTC
656
Matrix Trust Company
Colorado
$1.65M -$23.1K -104 -1%
CTA
657
Chesley Taft & Associates
Illinois
$1.65M – – –
RZH
658
Relyea Zuckerberg Hanson
Connecticut
$1.65M -$78.6K -354 -5%
MJRIC
659
Mogy Joel R Investment Counsel
California
$1.62M +$1.61M +7,248 New
BMCM
660
Bryn Mawr Capital Management
Pennsylvania
$1.61M -$139K -628 -8%
WPC
661
Wedmont Private Capital
Pennsylvania
$1.61M +$59.3K +267 +4%
TSW
662
Thompson Siegel & Walmsley
Virginia
$1.6M +$1.78K +8 +0.1%
NSB
663
Norway Savings Bank
Maine
$1.6M +$102K +461 +7%
TH
664
TCTC Holdings
Texas
$1.6M -$127K -572 -7%
MCM
665
MAI Capital Management
Ohio
$1.59M -$993K -4,474 -39%
PA
666
Parallel Advisors
California
$1.57M +$74.8K +337 +5%
STA
667
Summit Trail Advisors
New York
$1.57M +$340K +1,531 +28%
PS
668
Pensionfund Sabic
Netherlands
$1.56M -$444K -2,000 -22%
RFP
669
RCS Financial Planning
Maryland
$1.54M -$222 -1 -0%
CIA
670
Concurrent Investment Advisors
Florida
$1.54M +$222K +998 +17%
MC
671
Machina Capital
France
$1.53M +$1.52M +6,846 New
AIM
672
Aigen Investment Management
New York
$1.52M -$899K -4,052 -37%
FCP
673
Fidelis Capital Partners
Florida
$1.51M -$20.6K -93 -1%
BWAM
674
Boyd Watterson Asset Management
Ohio
$1.5M +$7.1K +32 +0.5%
ST
675
Smithfield Trust
Pennsylvania
$1.5M +$666 +3 +0%
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