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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
651
Moody National Bank Trust Division
Texas
$1.59M -$681K -3,644 -30%
MK
652
MASTERINVEST Kapitalanlage
$1.58M -$38.3K -205 -2%
SLP
653
Storen Legacy Partners
Indiana
$1.58M +$1.59M +8,499 New
MWM
654
Mission Wealth Management
California
$1.57M -$21.5K -115 -1%
SCM
655
Shelton Capital Management
Colorado
$1.56M -$704K -3,768 -31%
FDP
656
Financiere des Professionnels
Quebec, Canada
$1.56M -$2.16M -11,530 -58%
FCBT
657
First Citizens Bank & Trust
North Carolina
$1.55M +$18.1K +97 +1%
LNB
658
Ledyard National Bank
$1.55M +$126K +676 +9%
DWA
659
Delap Wealth Advisory
Oregon
$1.55M – – –
PS
660
Pensionfund Sabic
Netherlands
$1.54M – – –
OAM
661
Ostrum Asset Management
France
$1.54M -$513K -2,745 -25%
CC
662
Courier Capital
New York
$1.54M -$298K -1,592 -16%
SLI
663
Sumitomo Life Insurance
Japan
$1.52M +$10.1K +54 +0.7%
DBIA
664
Dumont & Blake Investment Advisors
New Jersey
$1.52M +$1.5K +8 +0.1%
FFA
665
Farther Finance Advisors
California
$1.51M +$282K +1,507 +23%
EWM
666
Evercore Wealth Management
New York
$1.49M -$8.41K -45 -0.6%
PA
667
PFG Advisors
Arizona
$1.48M -$1.36M -7,282 -48%
PWM
668
Perigon Wealth Management
California
$1.46M -$1.03M -5,484 -41%
LF
669
Lantz Financial
Illinois
$1.44M +$4.67K +25 +0.3%
AAS
670
Ameritas Advisory Services
Nebraska
$1.42M +$1.29M +6,887 +904%
SC
671
Stance Capital
Massachusetts
$1.41M +$185K +988 +15%
IWA
672
Icon Wealth Advisors
Texas
$1.41M -$1.14M -6,114 -45%
ET
673
Equitable Trust
Tennessee
$1.4M +$199K +1,062 +16%
BIG
674
Brooklyn Investment Group
New York
$1.39M +$387K +2,069 +39%
WC
675
Westerkirk Capital
$1.37M -$131K -700 -9%
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