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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
676
First Manhattan
New York
$725K +$604K +3,639 +681%
Luther King Capital Management (LKCM)
677
Luther King Capital Management (LKCM)
Texas
$721K +$4.65K +28 +0.7%
DY
678
Dowling & Yahnke
California
$719K +$181K +1,087 +36%
AUB
679
Atlantic Union Bankshares
Virginia
$717K -$831 -5 -0.1%
CG
680
Caprock Group
Idaho
$716K +$114K +687 +20%
HF
681
HRT Financial
New York
$713K -$642K -3,867 -49%
MTIC
682
Missouri Trust & Investment Company
Missouri
$708K +$677K +4,075 New
FMLI
683
Fukoku Mutual Life Insurance
Japan
$700K +$23.3K +140 +4%
RR
684
Robotti Robert
$695K
PAS
685
Park Avenue Securities
New York
$695K +$163K +980 +32%
MMHP
686
Murphy Middleton Hinkle & Parker
Georgia
$694K
MWM
687
Modera Wealth Management
New Jersey
$691K +$660K +3,974 New
AG
688
AlphaSimPlex Group
Massachusetts
$688K -$678K -4,079 -51%
SFS
689
Stiles Financial Services
Minnesota
$681K +$657K +3,956 New
ML
690
McAdam LLC
Pennsylvania
$680K
WCA
691
Waypoint Capital Advisors
Minnesota
$677K +$647K +3,896 New
MGIA
692
Matthew Goff Investment Advisor
Texas
$676K
PCA
693
Personal Capital Advisors
California
$672K +$78.4K +472 +14%
HCM
694
Hutchinson Capital Management
California
$656K +$664 +4 +0.1%
AC
695
ASB Consultores
Florida
$654K +$625K +3,764 New
4WM
696
44 Wealth Management
Oregon
$650K +$74.4K +448 +14%
APA
697
American Portfolios Advisors
New York
$647K -$25.7K -155 -4%
BA
698
Bridgewater Advisors
New York
$644K +$77.2K +465 +14%
GCMG
699
Gyroscope Capital Management Group
Florida
$643K -$152K -913 -20%
AWA
700
Archvest Wealth Advisors
California
$643K +$615K +3,701 New