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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
651
Dover Advisors
Virginia
$1.65M +$1.05M +5,081 +164%
SLI
652
Sumitomo Life Insurance
Japan
$1.64M -$1.04M -5,060 -38%
WC
653
Westerkirk Capital
$1.63M – – –
BAM
654
Bayview Asset Management
Florida
$1.63M +$1.67M +8,100 New
EWM
655
Evercore Wealth Management
New York
$1.63M -$1.23K -6 -0.1%
A
656
AlphaQuest
New York
$1.63M +$858K +4,174 +107%
PS
657
Principal Securities
Iowa
$1.61M +$52.2K +254 +3%
NICM
658
Neo Ivy Capital Management
New York
$1.6M +$910K +4,426 +126%
SAM
659
Sompo Asset Management
Japan
$1.6M -$395K -1,920 -20%
CCG
660
Chatham Capital Group
Georgia
$1.58M -$238K -1,155 -13%
LIA
661
LS Investment Advisors
Michigan
$1.56M – – –
LF
662
Lantz Financial
Illinois
$1.56M -$3.91K -19 -0.2%
CAAS
663
Capital Asset Advisory Services
Michigan
$1.55M +$485K +2,357 +44%
LNB
664
Ledyard National Bank
$1.55M -$30.4K -148 -2%
TPCW
665
TD Private Client Wealth
New York
$1.55M +$201K +979 +15%
OQS
666
Occudo Quantitative Strategies
Florida
$1.52M +$1.56M +7,565 New
ASN
667
Advisory Services Network
Georgia
$1.52M -$228K -1,109 -13%
NP
668
NorthRock Partners
Minnesota
$1.51M +$357K +1,738 +30%
TRCT
669
Tower Research Capital (TRC)
New York
$1.51M -$2.22M -10,818 -59%
SC
670
Savant Capital
Illinois
$1.49M -$224K -1,088 -13%
DWM
671
Dynasty Wealth Management
Florida
$1.49M -$1.44M -7,008 -49%
AWA
672
Arkadios Wealth Advisors
Georgia
$1.48M +$460K +2,236 +44%
IA
673
IFP Advisors
Florida
$1.48M +$88.2K +429 +6%
CSIC
674
Clifford Swan Investment Counsel
California
$1.48M -$34.6K -168 -2%
NAMNJ
675
NorthStar Asset Management (New Jersey)
New Jersey
$1.47M +$45.9K +223 +3%
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