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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
701
United Bank (Georgia)
Georgia
$1.38M -$150K -666 -10%
VIA
702
Virtus Investment Advisers
Connecticut
$1.38M +$1.43M +6,319 New
DDC
703
DF Dent & Co
Maryland
$1.37M +$330K +1,462 +30%
FTWA
704
Fifth Third Wealth Advisors
Ohio
$1.37M -$208K -921 -13%
FIM
705
Freedom Investment Management
Connecticut
$1.36M +$168K +746 +14%
WA1
706
Wimmer Associates 1
California
$1.36M +$11.3K +50 +0.8%
EB
707
Exchange Bank
California
$1.35M -$16.9K -75 -1%
PA
708
Profund Advisors
Maryland
$1.34M -$160K -710 -10%
CTA
709
Chesley Taft & Associates
Illinois
$1.34M +$4.74K +21 +0.3%
LI
710
LMCG Investments
Massachusetts
$1.33M -$148K -656 -10%
GWM
711
Graybill Wealth Management
Illinois
$1.32M – – –
TSW
712
Thompson Siegel & Walmsley
Virginia
$1.32M -$1.35K -6 -0.1%
FPAS
713
Focus Partners Advisor Solutions
Missouri
$1.32M -$428K -1,896 -24%
CWP
714
Concord Wealth Partners
Virginia
$1.32M -$3.39K -15 -0.2%
CAMV
715
Concord Asset Management (Virginia)
Virginia
$1.32M – – –
SC
716
Stance Capital
Massachusetts
$1.31M +$1.35M +5,985 New
DAS
717
Diversify Advisory Services
Utah
$1.31M +$1.44M +6,396 New
OC
718
Oppenheimer & Co
New York
$1.3M +$24.2K +107 +2%
IIC
719
Ironwood Investment Counsel
Arizona
$1.29M +$34.1K +151 +3%
EWA
720
EverSource Wealth Advisors
Alabama
$1.29M +$33.4K +148 +3%
OBAM
721
ODDO BHF Asset Management
France
$1.29M -$1.62M -7,157 -55%
PFG
722
Prosperity Financial Group
California
$1.28M +$3.16K +14 +0.2%
S
723
SimplyRich
California
$1.28M -$83.8K -371 -6%
WFI
724
West Family Investments
California
$1.28M +$221K +980 +20%
SWP
725
Sagespring Wealth Partners
Tennessee
$1.27M -$63.9K -283 -5%
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