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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
726
Personal Capital Advisors
California
$301K -$49.4K -429 -15%
AWM
727
Aberdeen Wealth Management
Illinois
$297K
DDC
728
DF Dent & Co
Maryland
$293K +$14.5K +126 +6%
Luther King Capital Management (LKCM)
729
Luther King Capital Management (LKCM)
Texas
$292K +$34.3K +298 +14%
MYLI
730
Meiji Yasuda Life Insurance
Japan
$292K +$276K +2,400 New
AIA
731
Alera Investment Advisors
Illinois
$289K -$921 -8 -0.3%
PA
732
Pinnacle Associates
New York
$287K
KPW
733
Kore Private Wealth
New York
$287K +$35.8K +311 +15%
PIA
734
Powell Investment Advisors
Florida
$286K
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$283K +$14.7K +128 +6%
AC
736
Asio Capital
Kentucky
$280K -$113K -984 -30%
LF
737
Lantz Financial
Illinois
$279K
ICG
738
InterOcean Capital Group
Tennessee
$277K
AC
739
Abbrea Capital
California
$274K +$49.6K +431 +24%
GC
740
Gilbert & Cook
Iowa
$271K -$18.3K -159 -7%
IEFM
741
IQ EQ Fund Management
Ireland
$271K +$27.3K +237 +12%
PCP
742
Proficio Capital Partners
Massachusetts
$270K +$255K +2,214 New
DWM
743
Destination Wealth Management
California
$268K -$28.8K -250 -10%
WSTAM
744
Wilbanks Smith & Thomas Asset Management
Virginia
$268K -$9.56K -83 -4%
MA
745
Montag & Associates
Georgia
$268K
DHFB
746
Dixon Hubard Feinour & Brown
Virginia
$267K
SHWM
747
Smith & Howard Wealth Management
Georgia
$267K
IWM
748
IHT Wealth Management
Illinois
$267K +$29.5K +256 +13%
CF
749
Centaurus Financial
California
$266K
RIM
750
Reliant Investment Management
Tennessee
$266K