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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
NSB
701
Norway Savings Bank
Maine
$250K +$94.6K +935 +67%
Fisher Asset Management
702
Fisher Asset Management
Washington
$249K -$52.7K -521 -18%
WWM
703
Windsor Wealth Management
Indiana
$248K -$19.5K -193 -8%
IA
704
IFP Advisors
Florida
$247K +$59.2K +585 +34%
LF
705
Lantz Financial
Illinois
$246K +$232K +2,292 New
BDF
706
Balasa Dinverno & Foltz
$245K +$231K +2,278 New
IC
707
InterOcean Capital
Illinois
$244K +$230K +2,274 New
GG
708
Gofen & Glossberg
Illinois
$240K +$227K +2,238 New
PAS
709
Park Avenue Securities
New York
$237K +$224K +2,211 New
PA
710
Procyon Advisors
Connecticut
$236K +$7.39K +73 +3%
DWM
711
Destination Wealth Management
California
$236K +$223K +2,199 New
MA
712
Montag & Associates
Georgia
$236K +$223K +2,202 New
CT
713
Cambridge Trust
Massachusetts
$235K -$81.9K -809 -29%
ARTA
714
A.R.T. Advisors
New York
$235K +$221K +2,185 New
SHWM
715
Smith & Howard Wealth Management
Georgia
$235K +$222K +2,190 New
CF
716
Centaurus Financial
California
$234K +$20.2K +200 +10%
MCM
717
Marathon Capital Management
Maryland
$232K +$219K +2,163 New
FC
718
FORA Capital
Florida
$231K -$18.9K -187 -8%
FCH
719
Freestone Capital Holdings
Washington
$229K +$216K +2,130 New
JWM
720
JGP Wealth Management
Oregon
$227K +$211K +2,084 New
CS
721
Comerica Securities
Michigan
$226K +$213K +2,102 New
QI
722
Qtron Investments
Massachusetts
$226K +$213K +2,107 New
RMCM
723
Reynders McVeigh Capital Management
Massachusetts
$226K +$213K +2,108 New
MSFP
724
Mark Sheptoff Financial Planning
Connecticut
$225K
BWAM
725
Boyd Watterson Asset Management
Ohio
$225K +$212K +2,096 New