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Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
726
Cullen/Frost Bankers
Texas
$908K +$55.8K +334 +7%
ERSOT
727
Employees Retirement System of Texas
Texas
$902K – – –
TAM
728
Trust Asset Management
Texas
$899K -$10.4K -62 -1%
AWA
729
Aaron Wealth Advisors
Illinois
$898K +$92.6K +554 +11%
NP
730
NorthRock Partners
Minnesota
$893K -$38.3K -229 -4%
KCM
731
Kathmere Capital Management
Pennsylvania
$884K +$51.3K +307 +6%
ZIC
732
ZWJ Investment Counsel
Georgia
$883K +$885K +5,297 New
CAMV
733
Concord Asset Management (Virginia)
Virginia
$883K -$29.6K -177 -3%
LAM
734
LECAP Asset Management
United Kingdom
$879K +$882K +5,275 New
EPW
735
Evolve Private Wealth
California
$878K +$83.9K +502 +11%
NP
736
Nilsine Partners
Colorado
$873K -$4.85K -29 -0.6%
SM
737
Sciencast Management
New Jersey
$873K -$732K -4,377 -46%
DWT
738
Dorsey & Whitney Trust
South Dakota
$868K -$76.4K -457 -8%
HPIA
739
Hamilton Point Investment Advisors
North Carolina
$854K -$1.67K -10 -0.2%
FCP
740
Fidelis Capital Partners
Florida
$853K -$39.5K -236 -4%
WPC
741
Wedmont Private Capital
Pennsylvania
$853K -$44.3K -265 -5%
OIAM
742
OFI Invest Asset Management
France
$839K -$7.27M -43,482 -89%
WFI
743
West Family Investments
California
$839K +$70.5K +422 +9%
MMHP
744
Murphy Middleton Hinkle & Parker
Georgia
$837K – – –
RIA
745
Regal Investment Advisors
Michigan
$837K +$31.3K +187 +4%
T
746
TrueFG
Texas
$833K – – –
CNBT
747
Canandaigua National Bank & Trust
New York
$820K +$822K +4,920 New
GC
748
Gilbert & Cook
Iowa
$814K -$2.17K -13 -0.3%
TGAM
749
TBH Global Asset Management
Tennessee
$813K -$2.01K -12 -0.2%
RT
750
Rockland Trust
Massachusetts
$805K -$519K -3,105 -39%
28 29
30
31 32