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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
726
Balasa Dinverno & Foltz
$258K -$3.44K -30 -1%
GG
727
Gofen & Glossberg
Illinois
$257K
NIM
728
NuWave Investment Management
New Jersey
$253K -$500K -4,362 -66%
MA
729
Montag & Associates
Georgia
$253K
DWM
730
Destination Wealth Management
California
$252K
DHFB
731
Dixon Hubard Feinour & Brown
Virginia
$252K
SHWM
732
Smith & Howard Wealth Management
Georgia
$251K
RIM
733
Reliant Investment Management
Tennessee
$251K +$250K +2,186 New
CF
734
Centaurus Financial
California
$250K
SS
735
Simplicity Solutions
Minnesota
$248K -$355K -3,097 -59%
PAS
736
Park Avenue Securities
New York
$248K -$5.39K -47 -2%
Luther King Capital Management (LKCM)
737
Luther King Capital Management (LKCM)
Texas
$246K -$396K -3,459 -62%
FIM
738
Freedom Investment Management
Connecticut
$245K +$28.2K +246 +13%
PA
739
Procyon Advisors
Connecticut
$242K -$10.1K -88 -4%
WB
740
WesBanco Bank
West Virginia
$242K +$9.63K +84 +4%
MSFP
741
Mark Sheptoff Financial Planning
Connecticut
$241K
ER
742
Enlightenment Research
Florida
$241K +$241K +2,100 New
CCG
743
Cypress Capital Group
Florida
$240K -$118K -1,029 -33%
BWAM
744
Boyd Watterson Asset Management
Ohio
$240K
IA
745
IFP Advisors
Florida
$239K -$29.3K -256 -11%
BDWM
746
Brewin Dolphin Wealth Management
Ireland
$236K -$34.4K -300 -13%
SIA
747
Strategic Investment Advisors
Michigan
$236K +$236K +2,059 New
WCWM
748
Willow Creek Wealth Management
California
$233K +$233K +2,029 New
RT
749
Rockland Trust
Massachusetts
$233K +$233K +2,032 New
CT
750
Cambridge Trust
Massachusetts
$230K