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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
701
Dodge & Cox
California
$402K -$97.6K -728 -20%
PAS
702
Park Avenue Securities
New York
$389K +$13K +97 +4%
NSAM
703
North Star Asset Management
Wisconsin
$387K
SC
704
Savant Capital
Illinois
$383K +$17.8K +133 +5%
KPW
705
Kore Private Wealth
New York
$382K +$48.8K +364 +15%
GWS
706
Glassman Wealth Services
Virginia
$380K -$334K -2,491 -48%
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$380K +$50.7K +378 +16%
FB
708
Fulton Bank
Pennsylvania
$379K -$53.9K -402 -13%
ST
709
Sageworth Trust
Pennsylvania
$379K +$361K +2,693 New
SWA
710
Sutton Wealth Advisors
Florida
$374K
LJHT
711
Laurie J. Hall Trustee
$372K
BP
712
Ballentine Partners
Massachusetts
$371K -$11.9K -89 -3%
DDC
713
DF Dent & Co
Maryland
$371K +$31.2K +233 +10%
RIM
714
Reliant Investment Management
Tennessee
$369K +$58.3K +435 +20%
BRM
715
Boston Research & Management
Massachusetts
$368K
RIM
716
Redwood Investment Management
Arizona
$366K -$636K -4,746 -65%
WCA
717
Westover Capital Advisors
Delaware
$366K -$2.01K -15 -0.6%
Cetera Investment Advisers
718
Cetera Investment Advisers
Illinois
$366K +$349K +2,602 New
NP
719
NorthRock Partners
Minnesota
$360K -$19.7K -147 -5%
WKWM
720
Walter & Keenan Wealth Management
Indiana
$359K -$20.1K -150 -6%
SCM
721
SOL Capital Management
Maryland
$355K
CWC
722
Carolinas Wealth Consulting
North Carolina
$346K -$15.7K -117 -5%
AIP
723
ARS Investment Partners
New York
$345K -$13.4K -100 -4%
WCM
724
Wallace Capital Management
Texas
$344K
AWM
725
Aberdeen Wealth Management
Illinois
$343K