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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
OL
701
Optas LLC
Texas
$303K +$302K +2,636 New
CTC
702
Central Trust Company
Missouri
$300K -$8.02K -70 -3%
BRM
703
Boston Research & Management
Massachusetts
$300K
AHB
704
Abner Herrman & Brock
New Jersey
$299K -$718K -6,263 -71%
JWM
705
JGP Wealth Management
Oregon
$296K +$56.8K +496 +24%
TAM
706
Trust Asset Management
Texas
$296K +$296K +2,579 New
CCM
707
Coldstream Capital Management
Washington
$295K -$344 -3 -0.1%
PCG
708
Private Capital Group
Connecticut
$292K -$5.96K -52 -2%
SC
709
Savant Capital
Illinois
$290K -$917 -8 -0.3%
SCM
710
SOL Capital Management
Maryland
$289K
CWC
711
Carolinas Wealth Consulting
North Carolina
$289K +$274K +2,392 +1,929%
FAIM
712
Financial Advocates Investment Management
Washington
$287K +$1.03K +9 +0.4%
WCM
713
Wallace Capital Management
Texas
$280K
AWM
714
Aberdeen Wealth Management
Illinois
$279K -$48.7K -425 -15%
HFM
715
Harvest Fund Management
China
$276K
GC
716
Gilbert & Cook
Iowa
$273K
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$272K -$688 -6 -0.3%
AIA
718
Alera Investment Advisors
Illinois
$272K
PIA
719
Powell Investment Advisors
Florida
$270K
Fisher Asset Management
720
Fisher Asset Management
Washington
$269K +$2.64K +23 +1%
PA
721
Pinnacle Associates
New York
$268K +$1.72K +15 +0.6%
QT
722
Quantamental Technologies
New York
$266K +$265K +2,315 New
BOTW
723
Bank of the West
California
$265K -$18K -157 -6%
LF
724
Lantz Financial
Illinois
$263K
DDC
725
DF Dent & Co
Maryland
$260K +$260K +2,265 New