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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BP
676
Ballentine Partners
Massachusetts
$289K -$5.16K -51 -2%
SWA
677
Sutton Wealth Advisors
Florida
$285K +$4.66K +46 +2%
FHA
678
Flagship Harbor Advisors
Massachusetts
$285K -$95.9K -947 -26%
BRM
679
Boston Research & Management
Massachusetts
$281K
PCG
680
Private Capital Group
Connecticut
$279K +$1.42K +14 +0.5%
CCM
681
Coldstream Capital Management
Washington
$276K +$19.7K +195 +8%
SC
682
Savant Capital
Illinois
$273K +$257K +2,538 New
SCM
683
SOL Capital Management
Maryland
$271K -$86K -850 -25%
FAIM
684
Financial Advocates Investment Management
Washington
$268K +$7.9K +78 +3%
BOTW
685
Bank of the West
California
$265K
B
686
Barings
North Carolina
$265K
WCM
687
Wallace Capital Management
Texas
$262K
TMAM
688
Tokio Marine Asset Management
Japan
$262K +$247K +2,437 New
IC
689
IEQ Capital
California
$258K -$422K -4,173 -63%
HFM
690
Harvest Fund Management
China
$257K +$110K +1,086 +83%
MFG
691
Magnus Financial Group
New York
$257K +$242K +2,393 New
GC
692
Gilbert & Cook
Iowa
$256K
WSTAM
693
Wilbanks Smith & Thomas Asset Management
Virginia
$255K -$15.8K -156 -6%
Vanguard Personalized Indexing Management
694
Vanguard Personalized Indexing Management
California
$255K +$241K +2,377 New
AIA
695
Alera Investment Advisors
Illinois
$254K
BDWM
696
Brewin Dolphin Wealth Management
Ireland
$253K
MF
697
Magnetar Financial
Illinois
$252K -$1.04M -10,257 -81%
PIA
698
Powell Investment Advisors
Florida
$252K
PA
699
Pinnacle Associates
New York
$250K -$137K -1,350 -37%
DHFB
700
Dixon Hubard Feinour & Brown
Virginia
$250K -$84.3K -833 -28%