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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
651
Krilogy Financial
Missouri
$1.29M +$843K +4,688 +195%
SI
652
Stephens Inc
Arkansas
$1.29M +$185K +1,029 +16%
LIA
653
LS Investment Advisors
Michigan
$1.27M -$1.8K -10 -0.1%
BP
654
Ballentine Partners
Massachusetts
$1.27M -$414K -2,302 -24%
TC
655
TwinBeech Capital
New York
$1.27M -$3.6M -20,037 -73%
WA
656
Waddell & Associates
Tennessee
$1.27M +$1.11M +6,155 +540%
TH
657
TCTC Holdings
Texas
$1.26M – – –
VFA
658
Valeo Financial Advisors
Indiana
$1.25M +$334K +1,857 +35%
CSIC
659
Clifford Swan Investment Counsel
California
$1.25M -$2.88K -16 -0.2%
HBT
660
Hills Bank & Trust
Iowa
$1.24M -$303K -1,686 -19%
AL
661
ARWA LLC
Texas
$1.22M +$75.5K +420 +6%
ML
662
McAdam LLC
Pennsylvania
$1.22M +$4.32K +24 +0.3%
PWM
663
Perigon Wealth Management
California
$1.22M -$159K -884 -11%
GVAG
664
Great Valley Advisor Group
Delaware
$1.21M +$1.26M +6,995 New
WC
665
Westerkirk Capital
$1.2M -$89.9K -500 -7%
FCBT
666
First Citizens Bank & Trust
North Carolina
$1.19M -$276K -1,536 -18%
NAM
667
NorthCrest Asset Manangement
Minnesota
$1.18M +$389K +2,166 +47%
WF
668
Welch & Forbes
Massachusetts
$1.18M -$9.89K -55 -0.8%
SSWM
669
Smith Salley Wealth Management
North Carolina
$1.18M +$226K +1,255 +23%
UAML
670
US Asset Management LLC
Pennsylvania
$1.17M -$3.24K -18 -0.3%
LCWP
671
Legacy Capital Wealth Partners
Arkansas
$1.16M +$157K +871 +15%
WFA
672
WestHill Financial Advisors
California
$1.16M -$3.96K -22 -0.3%
PA
673
Parallel Advisors
California
$1.16M +$35.1K +195 +3%
RI
674
Ridgewood Investments
New Jersey
$1.15M +$1.19M +6,641 New
BHPW
675
Beverly Hills Private Wealth
California
$1.15M +$3.96K +22 +0.3%
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